Institutional Ownership Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY). We have compiled data on the 514 institutions that hold shares in the stock, with a total of 42.2 Million shares, which have been reported (via 13F filing form) to have a value of $7.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
2,906
shares
|
$537,174
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,886
shares
|
$533,477
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
2,851
shares
|
$527,007
0.09% of portfolio
|
Q4 2024
Reduced 26.99%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
2,842
shares
|
$525,343
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,794
shares
|
$516,470
0.0% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,736
shares
|
$505,749
0.0% of portfolio
|
Q1 2025
Added 57.24%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,726
shares
|
$503,901
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,695
shares
|
$498,170
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,656
shares
|
$490,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,614
shares
|
$483,197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,613
shares
|
$483,013
0.0% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
2,483
shares
|
$458,982
0.02% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
2,454
shares
|
$453,621
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
2,441
shares
|
$451,218
0.0% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
2,400
shares
|
$443,640
0.07% of portfolio
|
Q1 2025
Reduced 47.48%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
2,375
shares
|
$439,018
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,343
shares
|
$433,103
0.0% of portfolio
|
Q1 2025
Added 20.77%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
May 14, 2025 Q1 2025 |
2,326
shares
|
$429,961
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
2,311
shares
|
$427,188
0.06% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,303
shares
|
$425,709
0.03% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,260
shares
|
$417,761
0.0% of portfolio
|
Q3 2023
Reduced 40.59%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,252
shares
|
$416,282
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
2,238
shares
|
$413,694
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
2,200
shares
|
$406,670
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,108
shares
|
$389,663
0.0% of portfolio
|
Q1 2025
Added 34.52%
|