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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
33
shares
|
$6,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
32
shares
|
$5,915
0.0% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
30
shares
|
$5,545
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
30
shares
|
$5,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
29
shares
|
$5,360
0.0% of portfolio
|
Q1 2025
Added 70.59%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
27
shares
|
$4,990
0.0% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
27
shares
|
$4,990
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
24
shares
|
$4,436
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
23
shares
|
$4,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
23
shares
|
$4,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
23
shares
|
$4,251
0.0% of portfolio
|
Q4 2024
Added 27.78%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
21
shares
|
$3,881
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21
shares
|
$3,881
0.0% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
20
shares
|
$3,697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
19
shares
|
$3,512
0.0% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$3,327
0.0% of portfolio
|
Q3 2024
Reduced 43.75%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$2,772
0.0% of portfolio
|
Q2 2022
Reduced 70.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
15
shares
|
$2,772
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$2,587
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
12
shares
|
$2,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
12
shares
|
$2,218
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
12
shares
|
$2,218
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
11
shares
|
$2,033
0.0% of portfolio
|
Q2 2022
Reduced 98.94%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
10
shares
|
$1,848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
9
shares
|
$1,663
0.0% of portfolio
|
Q4 2024
Reduced 60.87%
|