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 |
|---|---|---|---|---|---|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
79
shares
|
$13,065
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
73
shares
|
$12,072
0.0% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
70
shares
|
$11,576
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
61
shares
|
$10,088
0.0% of portfolio
|
Q1 2025
Reduced 44.04%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
59
shares
|
$9,757
0.0% of portfolio
|
Q2 2025
Added 227.78%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
55
shares
|
$9,095
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
54
shares
|
$8,930
0.01% of portfolio
|
Q2 2025
Reduced 61.43%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
49
shares
|
$8,103
0.0% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
47
shares
|
$7,772
0.0% of portfolio
|
Q1 2025
Reduced 51.04%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
47
shares
|
$7,772
0.0% of portfolio
|
Q3 2023
Added 56.67%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
46
shares
|
$7,607
0.0% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
44
shares
|
$7,276
0.0% of portfolio
|
Q2 2025
Reduced 34.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
44
shares
|
$7,276
0.0% of portfolio
|
Q1 2023
Reduced 16.98%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
35
shares
|
$5,788
0.0% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
35
shares
|
$5,788
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
34
shares
|
$5,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
33
shares
|
$5,457
0.0% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
32
shares
|
$5,292
0.0% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
30
shares
|
$4,961
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
28
shares
|
$4,630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
27
shares
|
$4,465
0.0% of portfolio
|
Q1 2025
Added 35.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
27
shares
|
$4,465
0.0% of portfolio
|
Q2 2025
Added 575.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
27
shares
|
$4,465
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
27
shares
|
$4,465
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
24
shares
|
$3,969
0.0% of portfolio
|
Q3 2023
New holding
|