Purchases and Sales Made in Q2 2025 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q2 2025. The information is specifically focused on institutions that hold shares of Paylocity Holding Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
247K+ 1995.16% |
$42.7M - $49.7M
|
260K
$46.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
106KNew |
$18.3M - $21.3M
|
106K
$19.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.69KNew |
$981K - $1.14M
|
5.69K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.58K+ 186.44% |
$617K - $719K
|
5.49K
$991K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.73KNew |
$470K - $548K
|
2.73K
$492K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.24KNew |
$386K - $450K
|
2.24K
$404K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.64KNew |
$283K - $330K
|
1.64K
$296K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.51K+ 16.47% |
$261K - $304K
|
10.7K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.49KNew |
$257K - $300K
|
1.49K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
688+ 893.51% |
$119K - $138K
|
765
$138K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
208+ 14.93% |
$35.9K - $41.8K
|
1.6K
$289K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
13+ 0.84% |
$2.24K - $2.61K
|
1.56K
$282K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13New |
$2.24K - $2.61K
|
13
$2.35K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 22.22% |
$1.73K - $2.01K
|
55
$9.92K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
7+ 0.09% |
$1.21K - $1.41K
|
7.67K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5+ 0.25% |
$863 - $1.01K
|
1.97K
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 9.38% |
$518 - $603
|
35
$6.31K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$173 - $201
|
1
$180
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1- 3.23% |
$173 - $201
|
30
$5.41K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 50.0% |
$345 - $402
|
2
$361
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3- 0.55% |
$518 - $603
|
542
$97.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 18.89% |
$2.93K - $3.42K
|
73
$13.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-23- 34.33% |
$3.97K - $4.62K
|
44
$7.94K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-45- 9.64% |
$7.76K - $9.05K
|
422
$76.1K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-270- 5.29% |
$46.6K - $54.3K
|
4.84K
$872K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-376- 5.97% |
$64.9K - $75.6K
|
5.92K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-441- 8.46% |
$76.1K - $88.7K
|
4.77K
$860K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-591- 28.73% |
$102K - $119K
|
1.47K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1K- 14.22% |
$173K - $201K
|
6.03K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.55K- 26.42% |
$267K - $311K
|
4.3K
$776K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.69K- 2.44% |
$291K - $339K
|
67.5K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-2.44K- 6.54% |
$421K - $490K
|
34.8K
$6.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-2.58K- 64.74% |
$445K - $519K
|
1.41K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.94K- 87.12% |
$507K - $590K
|
434
$78.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-78.4K- 11.2% |
$13.5M - $15.8M
|
622K
$112M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-244K- 93.88% |
$42.1M - $49M
|
15.9K
$2.87M
|