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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,005
shares
|
$185,774
0.01% of portfolio
|
Q1 2025
Added 187.14%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
993
shares
|
$183,556
0.02% of portfolio
|
Q1 2025
Reduced 45.05%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
987
shares
|
$182,446
0.12% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
River Park Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
869
shares
|
$160,634
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
765
shares
|
$141,410
0.0% of portfolio
|
Q2 2025
Added 893.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
641
shares
|
$118,488
0.0% of portfolio
|
Q2 2024
Added 8.64%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
559
shares
|
$103,331
0.0% of portfolio
|
Q1 2025
Added 29.7%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
516
shares
|
$95,382
0.07% of portfolio
|
Q2 2022
Added 2.99%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$92,425
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
434
shares
|
$80,224
0.01% of portfolio
|
Q2 2025
Reduced 87.12%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
422
shares
|
$78,006
0.0% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
403
shares
|
$74,494
0.02% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
365
shares
|
$67,470
0.01% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
349
shares
|
$64,512
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
328
shares
|
$60,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
317
shares
|
$58,597
0.01% of portfolio
|
Q1 2025
Reduced 67.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
316
shares
|
$58,412
0.0% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
310
shares
|
$57,303
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
301
shares
|
$55,639
0.0% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
300
shares
|
$55,455
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
296
shares
|
$54,715
0.0% of portfolio
|
Q1 2025
Added 69.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
279
shares
|
$51,573
0.0% of portfolio
|
Q1 2025
Added 95.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
272
shares
|
$50,279
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
261
shares
|
$48,245
0.0% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
253
shares
|
$46,767
0.01% of portfolio
|
Q1 2025
New holding
|