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 487 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $8.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
8
shares
|
$1,701
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
8
shares
|
$1,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8
shares
|
$1,701
0.0% of portfolio
|
Q1 2020
Added 1787.5%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8
shares
|
$1,701
0.0% of portfolio
|
Q3 2024
Reduced 98.25%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
6
shares
|
$1,276
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
6
shares
|
$1,276
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
5
shares
|
$1,063
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
5
shares
|
$1,063
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5
shares
|
$1,063
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$1,063
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
4
shares
|
$850
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$850
0.0% of portfolio
|
Q1 2023
Added 250.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
4
shares
|
$850
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
3
shares
|
$638
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
3
shares
|
$638
0.0% of portfolio
|
Q4 2024
Reduced 82.35%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
3
shares
|
$638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$425
0.05% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2
shares
|
$425
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
2
shares
|
$425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2
shares
|
$425
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2
shares
|
$425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1
shares
|
$212
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1
shares
|
$212
0.0% of portfolio
|
Q4 2024
New holding
|