Latest Institutional Transactions on Paylocity Holding Corp (PCTY)
This table provides information on the latest institutional transactions involving Paylocity Holding Corp (PCTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 13.16% |
$3.19K - $3.81K
|
172
$24.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.44K+ 79.86% |
$229K - $274K
|
3.24K
$458K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.96K+ 154.7% |
$1.11M - $1.32M
|
11.5K
$1.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
57.5KNew |
$9.16M - $10.9M
|
57.5K
$8.12M
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.37K+ 1.87% |
$218K - $261K
|
74.5K
$10.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.23K+ 5.29% |
$195K - $233K
|
24.4K
$3.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.03K+ 23.1% |
$163K - $195K
|
5.46K
$772K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-6.09K- 17.09% |
$970K - $1.16M
|
29.5K
$4.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-163- 20.84% |
$26K - $31K
|
619
$87.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-6.75K- 86.38% |
$1.08M - $1.29M
|
1.07K
$150K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-31- 2.01% |
$4.94K - $5.9K
|
1.51K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
297+ 0.73% |
$47.3K - $56.5K
|
41.2K
$5.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-959- 34.89% |
$153K - $183K
|
1.79K
$253K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.47KNew |
$393K - $469K
|
2.47K
$348K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3.5K- 11.2% |
$557K - $666K
|
27.7K
$3.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
920+ 4.33% |
$147K - $175K
|
22.2K
$3.13M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.91KNew |
$304K - $363K
|
1.91K
$270K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
185+ 3.37% |
$29.5K - $35.2K
|
5.68K
$802K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
235+ 19.5% |
$37.4K - $44.7K
|
1.44K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 14.29% |
$159 - $190
|
8
$1.13K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
56New |
$8.92K - $10.7K
|
56
$7.91K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.86K+ 288.19% |
$773K - $924K
|
6.54K
$924K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
638+ 18.94% |
$102K - $121K
|
4.01K
$566K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 13.04% |
$478 - $571
|
26
$3.67K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.03K+ 8.37% |
$164K - $196K
|
13.3K
$1.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
754+ 47.78% |
$120K - $144K
|
2.33K
$329K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-366- 6.19% |
$58.3K - $69.7K
|
5.55K
$784K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
24New |
$3.82K - $4.57K
|
24
$3.39K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5New |
$796 - $952
|
5
$706
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
266+ 16.61% |
$42.4K - $50.6K
|
1.87K
$264K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 8.53% |
$19.9K - $23.8K
|
1.59K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$478 - $571
|
3
$424
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-10- 31.25% |
$1.59K - $1.9K
|
22
$3.11K
|
|
|
Oct 24, 2025
Q3 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-12.4K- 11.31% |
$1.97M - $2.36M
|
97.1K
$13.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
875+ 0.7% |
$139K - $167K
|
126K
$17.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
90+ 4.69% |
$14.3K - $17.1K
|
2.01K
$284K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
28New |
$4.46K - $5.33K
|
28
$3.96K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 3.07% |
$15.9K - $19K
|
3.36K
$474K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-100- 0.73% |
$15.9K - $19K
|
13.6K
$1.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
256+ 19.83% |
$40.8K - $48.7K
|
1.55K
$219K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.29K- 40.19% |
$364K - $435K
|
3.4K
$480K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
898+ 11.16% |
$143K - $171K
|
8.95K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.62KNew |
$258K - $308K
|
1.62K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
CALL |
100New |
$15.9K - $19K
|
100
$14.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3- 2.91% |
$478 - $571
|
100
$14.1K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
51+ 1.05% |
$8.12K - $9.71K
|
4.89K
$690K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
168+ 1.91% |
$26.8K - $32K
|
8.98K
$1.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168- 5.86% |
$26.8K - $32K
|
2.7K
$381K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-84- 20.84% |
$13.4K - $16K
|
319
$45.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.43K- 41.4% |
$705K - $843K
|
6.27K
$885K
|