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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
97
shares
|
$17,930
0.0% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
95
shares
|
$17,560
0.01% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
93
shares
|
$17,191
0.0% of portfolio
|
Q3 2024
Reduced 99.64%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
89
shares
|
$16,451
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
84
shares
|
$15,527
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
83
shares
|
$15,342
0.0% of portfolio
|
Q1 2025
Added 56.6%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
79
shares
|
$14,603
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
73
shares
|
$13,494
0.0% of portfolio
|
Q1 2025
Reduced 73.06%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
73
shares
|
$13,494
0.0% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
70
shares
|
$12,939
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
61
shares
|
$11,275
0.0% of portfolio
|
Q1 2025
Reduced 44.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
51
shares
|
$9,427
0.0% of portfolio
|
Q4 2024
Added 155.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
49
shares
|
$9,057
0.0% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
49
shares
|
$9,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
47
shares
|
$8,687
0.0% of portfolio
|
Q1 2025
Reduced 51.04%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
47
shares
|
$8,687
0.0% of portfolio
|
Q3 2023
Added 56.67%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
46
shares
|
$8,503
0.0% of portfolio
|
Q1 2025
Added 1050.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
45
shares
|
$8,318
0.0% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
45
shares
|
$8,318
0.0% of portfolio
|
Q1 2025
Added 45.16%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
44
shares
|
$8,133
0.0% of portfolio
|
Q2 2025
Reduced 34.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
44
shares
|
$8,133
0.0% of portfolio
|
Q1 2023
Reduced 16.98%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
42
shares
|
$7,763
0.0% of portfolio
|
Q1 2025
Added 425.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
35
shares
|
$6,469
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
34
shares
|
$6,284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
33
shares
|
$6,100
0.0% of portfolio
|
Q1 2025
Added 6.45%
|