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 24, 2025
Q3 2025
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
875+ 0.7% |
$139K - $167K
|
126K
$17.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
90+ 4.69% |
$14.3K - $17.1K
|
2.01K
$285K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
28New |
$4.46K - $5.33K
|
28
$3.97K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 3.07% |
$15.9K - $19K
|
3.36K
$476K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-100- 0.73% |
$15.9K - $19K
|
13.6K
$1.93M
|
|
|
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
$483K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
898+ 11.16% |
$143K - $171K
|
8.95K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.62KNew |
$258K - $308K
|
1.62K
$230K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
CALL |
100New |
$15.9K - $19K
|
100
$14.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3- 2.91% |
$478 - $571
|
100
$14.2K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
51+ 1.05% |
$8.12K - $9.71K
|
4.89K
$693K
|
|
|
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
$383K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-84- 20.84% |
$13.4K - $16K
|
319
$45.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.43K- 41.4% |
$705K - $843K
|
6.27K
$889K
|
|
|
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
$2.27K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 2.48% |
$47.8K - $57.1K
|
12.4K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 6.82% |
$478 - $571
|
41
$5.82K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.87K+ 46.09% |
$1.41M - $1.69M
|
28.1K
$3.99M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
174+ 155.36% |
$27.7K - $33.1K
|
286
$40.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
296+ 14800.0% |
$47.1K - $56.3K
|
298
$42.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.65% |
$319 - $381
|
312
$44.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 67.8% |
$6.37K - $7.61K
|
19
$2.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
16New |
$2.55K - $3.05K
|
16
$2.27K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.15% |
$319 - $381
|
1.34K
$190K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-2- 0.07% |
$319 - $381
|
2.72K
$386K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.42K+ 4.66% |
$227K - $271K
|
32K
$4.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
35New |
$5.57K - $6.66K
|
35
$4.97K
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-11.4K- 60.48% |
$1.82M - $2.17M
|
7.46K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 8.57% |
$478 - $571
|
38
$5.39K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 15.38% |
$319 - $381
|
11
$1.56K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
29.7KNew |
$4.74M - $5.66M
|
29.7K
$4.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
971+ 29.93% |
$155K - $185K
|
4.22K
$598K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-15- 65.22% |
$2.39K - $2.86K
|
8
$1.14K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.11K+ 222.62% |
$655K - $783K
|
5.96K
$846K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.01K+ 73.42% |
$798K - $954K
|
11.8K
$1.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.47K+ 43.37% |
$235K - $281K
|
4.87K
$691K
|
|
|
Oct 14, 2025
Q3 2025
|
Rk Asset Management, LLC
Grosse Pointe Farms, MI |
SELL
|
- |
-175- 0.62% |
$27.9K - $33.3K
|
28.2K
$3.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-46.2K- 7.43% |
$7.36M - $8.79M
|
576K
$81.7M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
749+ 26.31% |
$119K - $143K
|
3.6K
$510K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
23New |
$3.66K - $4.38K
|
23
$3.26K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-253- 33.07% |
$40.3K - $48.2K
|
512
$72.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-603- 4.1% |
$96K - $115K
|
14.1K
$2M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
98New |
$15.6K - $18.7K
|
98
$13.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-64- 1.49% |
$10.2K - $12.2K
|
4.24K
$601K
|
|
|
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
$284
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 35.52% |
$2.01M - $2.4M
|
22.9K
$3.24M
|