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 |
|---|---|---|---|---|---|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
349
shares
|
$67,042
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
343
shares
|
$65,890
0.0% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
316
shares
|
$60,703
0.0% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
310
shares
|
$59,551
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
301
shares
|
$57,822
0.0% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
300
shares
|
$57,630
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
274
shares
|
$52,635
0.0% of portfolio
|
Q4 2024
Added 29.86%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
271
shares
|
$52,059
0.0% of portfolio
|
Q4 2024
Added 489.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
268
shares
|
$51,482
0.0% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
257
shares
|
$49,369
0.0% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
253
shares
|
$48,601
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
237
shares
|
$45,527
0.0% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
237
shares
|
$45,527
0.0% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
230
shares
|
$44,183
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
210
shares
|
$40,341
0.0% of portfolio
|
Q4 2024
Reduced 33.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
187
shares
|
$35,922
0.0% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
175
shares
|
$33,617
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
171
shares
|
$32,849
0.0% of portfolio
|
Q1 2025
Added 17.93%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
164
shares
|
$31,504
0.0% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
156
shares
|
$29,967
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
155
shares
|
$29,775
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
150
shares
|
$28,815
0.0% of portfolio
|
Q3 2022
Reduced 7.98%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
148
shares
|
$28,430
0.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
143
shares
|
$27,470
0.0% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
139
shares
|
$26,701
0.0% of portfolio
|
Q1 2025
Added 1.46%
|