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 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
BUY
|
- |
46+ 0.6% |
$7.33K - $8.76K
|
7.71K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 40.74% |
$1.75K - $2.09K
|
16
$2.26K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 2.48% |
$47.8K - $57.1K
|
12.4K
$1.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 6.82% |
$478 - $571
|
41
$5.79K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.87K+ 46.09% |
$1.41M - $1.69M
|
28.1K
$3.97M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
174+ 155.36% |
$27.7K - $33.1K
|
286
$40.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
296+ 14800.0% |
$47.1K - $56.3K
|
298
$42.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.65% |
$319 - $381
|
312
$44.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 67.8% |
$6.37K - $7.61K
|
19
$2.68K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
16New |
$2.55K - $3.05K
|
16
$2.26K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.15% |
$319 - $381
|
1.34K
$189K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2- 0.07% |
$319 - $381
|
2.72K
$385K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.42K+ 4.66% |
$227K - $271K
|
32K
$4.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35New |
$5.57K - $6.66K
|
35
$4.94K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-11.4K- 60.48% |
$1.82M - $2.17M
|
7.46K
$1.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 8.57% |
$478 - $571
|
38
$5.37K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 15.38% |
$319 - $381
|
11
$1.55K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
29.7KNew |
$4.74M - $5.66M
|
29.7K
$4.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
971+ 29.93% |
$155K - $185K
|
4.22K
$595K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-15- 65.22% |
$2.39K - $2.86K
|
8
$1.13K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.11K+ 222.62% |
$655K - $783K
|
5.96K
$842K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.01K+ 73.42% |
$798K - $954K
|
11.8K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.47K+ 43.37% |
$235K - $281K
|
4.87K
$688K
|
|
|
Oct 14, 2025
Q3 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-175- 0.62% |
$27.9K - $33.3K
|
28.2K
$3.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-46.2K- 7.43% |
$7.36M - $8.79M
|
576K
$81.3M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
749+ 26.31% |
$119K - $143K
|
3.6K
$508K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
23New |
$3.66K - $4.38K
|
23
$3.25K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-253- 33.07% |
$40.3K - $48.2K
|
512
$72.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-603- 4.1% |
$96K - $115K
|
14.1K
$1.99M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
98New |
$15.6K - $18.7K
|
98
$13.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-64- 1.49% |
$10.2K - $12.2K
|
4.24K
$599K
|
|
|
Oct 09, 2025
Q3 2025
|
Amiral Gestion
Paris, I0 |
BUY
|
- |
23.2K+ 37.64% |
$3.69M - $4.41M
|
84.7K
$12M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 33.33% |
$159 - $190
|
2
$283
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 35.52% |
$2.01M - $2.4M
|
22.9K
$3.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
546+ 36.64% |
$87K - $104K
|
2.04K
$288K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.51K+ 73.97% |
$241K - $288K
|
3.56K
$502K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.09K- 1.02% |
$173K - $207K
|
105K
$14.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
4.15K+ 46.02% |
$661K - $790K
|
13.2K
$1.86M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
7.33K+ 372.7% |
$1.17M - $1.4M
|
9.3K
$1.31M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-10- 1.85% |
$1.59K - $1.9K
|
532
$75.2K
|
|
| Q2 2025 | |||||||
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
5.52K+ 17.52% |
$952K - $1.11M
|
37K
$5.23M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-178- 0.67% |
$30.7K - $35.8K
|
26.4K
$3.73M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31+ 3.15% |
$5.35K - $6.23K
|
1.02K
$143K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
81.4K+ 170.87% |
$14M - $16.4M
|
129K
$18.2M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-78- 0.69% |
$13.5K - $15.7K
|
11.3K
$1.59M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
6New |
$1.04K - $1.21K
|
6
$848
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.39K- 68.9% |
$240K - $280K
|
628
$88.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-9.57K- 5.07% |
$1.65M - $1.92M
|
179K
$25.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
11.5K+ 204.55% |
$1.99M - $2.32M
|
17.2K
$2.42M
|
|
|
Aug 18, 2025
Q2 2025
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-2.8K- 7.65% |
$483K - $563K
|
33.8K
$4.77M
|
|