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 496 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,844
shares
|
$354,232
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
1,835
shares
|
$352,503
0.11% of portfolio
|
Q3 2023
Reduced 15.05%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Feb 13, 2025 Q4 2024 |
1,821
shares
|
$349,814
0.22% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,807
shares
|
$347,124
0.03% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,766
shares
|
$339,248
0.05% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,748
shares
|
$335,790
0.0% of portfolio
|
Q2 2023
Reduced 15.27%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
1,745
shares
|
$335,214
0.0% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,740
shares
|
$334,254
0.0% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
1,710
shares
|
$328,491
0.0% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
1,683
shares
|
$323,304
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
1,633
shares
|
$313,699
0.01% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
1,622
shares
|
$311,586
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
1,592
shares
|
$305,823
0.02% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,567
shares
|
$301,020
0.0% of portfolio
|
Q4 2024
Reduced 7.88%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,563
shares
|
$300,252
0.0% of portfolio
|
Q3 2024
Reduced 88.56%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
1,559
shares
|
$299,483
0.02% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
1,550
shares
|
$297,755
0.17% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,530
shares
|
$293,913
0.23% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,513
shares
|
$290,647
0.01% of portfolio
|
Q4 2024
Reduced 76.86%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,507
shares
|
$289,494
0.04% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,453
shares
|
$279,121
0.0% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
1,451
shares
|
$278,737
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,446
shares
|
$277,776
0.02% of portfolio
|
Q4 2024
Added 165.81%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,440
shares
|
$276,624
0.0% of portfolio
|
Q4 2024
Added 17.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,436
shares
|
$275,855
0.0% of portfolio
|
Q1 2025
Added 11.58%
|