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 |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
253
shares
|
$41,841
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
252
shares
|
$41,675
0.0% of portfolio
|
Q2 2025
Added 47.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
242
shares
|
$40,021
0.0% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
237
shares
|
$39,195
0.0% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
233
shares
|
$38,533
0.0% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
232
shares
|
$38,368
0.0% of portfolio
|
Q2 2025
Added 179.52%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
192
shares
|
$31,752
0.0% of portfolio
|
Q2 2025
Added 36.17%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
179
shares
|
$29,603
0.0% of portfolio
|
Q2 2025
Added 24.31%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
159
shares
|
$26,295
0.0% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
152
shares
|
$25,137
0.0% of portfolio
|
Q2 2025
Reduced 18.72%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
152
shares
|
$25,137
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
150
shares
|
$24,807
0.0% of portfolio
|
Q3 2022
Reduced 7.98%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
150
shares
|
$24,807
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
148
shares
|
$24,476
0.0% of portfolio
|
Q2 2025
Added 17.46%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
138
shares
|
$22,822
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
132
shares
|
$21,830
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
112
shares
|
$18,522
0.01% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
107
shares
|
$17,695
0.0% of portfolio
|
Q2 2025
Reduced 13.01%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
103
shares
|
$17,034
0.0% of portfolio
|
Q2 2025
Reduced 20.77%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
97
shares
|
$16,041
0.0% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
95
shares
|
$15,711
0.01% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
93
shares
|
$15,380
0.0% of portfolio
|
Q3 2024
Reduced 99.64%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
91
shares
|
$15,049
0.0% of portfolio
|
Q2 2025
Added 506.67%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
89
shares
|
$14,718
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
88
shares
|
$14,553
0.0% of portfolio
|
Q2 2025
Added 79.59%
|