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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
120New |
$20.7K - $24.1K
|
120
$17K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
111+ 35.02% |
$19.2K - $22.3K
|
428
$60.5K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
102+ 0.25% |
$17.6K - $20.5K
|
41.2K
$5.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
82+ 1.14% |
$14.1K - $16.5K
|
7.28K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
81+ 47.37% |
$14K - $16.3K
|
252
$35.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
76+ 506.67% |
$13.1K - $15.3K
|
91
$12.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
67+ 4.67% |
$11.6K - $13.5K
|
1.5K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
65+ 5.7% |
$11.2K - $13.1K
|
1.21K
$170K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
65+ 3.27% |
$11.2K - $13.1K
|
2.06K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
56+ 2.73% |
$9.66K - $11.3K
|
2.11K
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
54+ 0.89% |
$9.32K - $10.9K
|
6.15K
$869K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
51+ 36.17% |
$8.8K - $10.3K
|
192
$27.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
51+ 2.21% |
$8.8K - $10.3K
|
2.36K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48+ 3.81% |
$8.28K - $9.65K
|
1.31K
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
46+ 1.44% |
$7.94K - $9.25K
|
3.23K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 227.78% |
$7.07K - $8.24K
|
59
$8.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
39+ 79.59% |
$6.73K - $7.84K
|
88
$12.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
39+ 2.4% |
$6.73K - $7.84K
|
1.66K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
35+ 24.31% |
$6.04K - $7.04K
|
179
$25.3K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31+ 3.15% |
$5.35K - $6.23K
|
1.02K
$143K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
29+ 2.3% |
$5K - $5.83K
|
1.29K
$182K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28+ 1.2% |
$4.83K - $5.63K
|
2.37K
$335K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
28New |
$4.83K - $5.63K
|
28
$3.96K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23+ 575.0% |
$3.97K - $4.62K
|
27
$3.81K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
22+ 17.46% |
$3.8K - $4.42K
|
148
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22+ 20.0% |
$3.8K - $4.42K
|
132
$18.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21+ 1.53% |
$3.62K - $4.22K
|
1.39K
$197K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
20New |
$3.45K - $4.02K
|
20
$2.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
18+ 0.6% |
$3.11K - $3.62K
|
3K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
15New |
$2.59K - $3.02K
|
15
$2.12K
|
|
|
Aug 05, 2025
Q2 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
15+ 0.01% |
$2.59K - $3.02K
|
144K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
15New |
$2.59K - $3.02K
|
15
$2.12K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
13+ 0.84% |
$2.24K - $2.61K
|
1.56K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13New |
$2.24K - $2.61K
|
13
$1.84K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13New |
$2.24K - $2.61K
|
13
$1.84K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
11+ 0.7% |
$1.9K - $2.21K
|
1.58K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11New |
$1.9K - $2.21K
|
11
$1.55K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 22.22% |
$1.73K - $2.01K
|
55
$7.77K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8+ 2.94% |
$1.38K - $1.61K
|
280
$39.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8+ 0.23% |
$1.38K - $1.61K
|
3.49K
$493K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8+ 0.16% |
$1.38K - $1.61K
|
4.96K
$701K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
7+ 0.09% |
$1.21K - $1.41K
|
7.67K
$1.08M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
6New |
$1.04K - $1.21K
|
6
$848
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 1.66% |
$863 - $1.01K
|
306
$43.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5+ 0.25% |
$863 - $1.01K
|
1.97K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 44.44% |
$690 - $804
|
13
$1.84K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
4New |
$690 - $804
|
4
$565
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 10.34% |
$518 - $603
|
32
$4.52K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
3+ 75.0% |
$518 - $603
|
7
$989
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 9.38% |
$518 - $603
|
35
$4.94K
|