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 534 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $7.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
2,847
shares
|
$470,836
0.43% of portfolio
|
Q2 2025
Added 38.0%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
2,818
shares
|
$466,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
2,797
shares
|
$462,567
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,794
shares
|
$462,071
0.0% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,749
shares
|
$454,629
0.0% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
2,726
shares
|
$450,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
2,578
shares
|
$426,349
0.0% of portfolio
|
Q2 2025
Reduced 47.02%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
2,400
shares
|
$396,912
0.06% of portfolio
|
Q1 2025
Reduced 47.48%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
2,389
shares
|
$395,092
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,385
shares
|
$394,431
0.0% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
2,374
shares
|
$392,612
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,371
shares
|
$392,115
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
2,362
shares
|
$390,627
0.06% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
2,326
shares
|
$384,673
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
2,303
shares
|
$380,870
0.02% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,260
shares
|
$373,758
0.0% of portfolio
|
Q3 2023
Reduced 40.59%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
2,255
shares
|
$372,931
0.18% of portfolio
|
Q2 2025
Added 661.82%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
2,238
shares
|
$370,120
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
2,200
shares
|
$363,836
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,135
shares
|
$353,086
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
2,125
shares
|
$351,432
0.06% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,124
shares
|
$351,267
0.0% of portfolio
|
Q2 2025
Reduced 66.38%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,110
shares
|
$348,951
0.0% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
2,100
shares
|
$347,298
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
2,094
shares
|
$346,305
0.08% of portfolio
|
Q2 2025
Added 7.72%
|