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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
23
shares
|
$3,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
23
shares
|
$3,803
0.0% of portfolio
|
Q2 2025
Reduced 48.89%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
23
shares
|
$3,803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
20
shares
|
$3,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
19
shares
|
$3,142
0.0% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
15
shares
|
$2,480
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
15
shares
|
$2,480
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$2,480
0.0% of portfolio
|
Q2 2022
Reduced 70.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$2,315
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
13
shares
|
$2,149
0.0% of portfolio
|
Q2 2025
Reduced 38.1%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
13
shares
|
$2,149
0.0% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
13
shares
|
$2,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
13
shares
|
$2,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
12
shares
|
$1,984
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
12
shares
|
$1,984
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
12
shares
|
$1,984
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
11
shares
|
$1,819
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
11
shares
|
$1,819
0.0% of portfolio
|
Q2 2022
Reduced 98.94%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
9
shares
|
$1,488
0.0% of portfolio
|
Q2 2025
Reduced 78.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8
shares
|
$1,323
0.0% of portfolio
|
Q1 2020
Added 1787.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
8
shares
|
$1,323
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
7
shares
|
$1,157
0.0% of portfolio
|
Q4 2023
Reduced 12.5%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
7
shares
|
$1,157
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
6
shares
|
$992
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
6
shares
|
$992
0.0% of portfolio
|
Q2 2025
New holding
|