Purchases and Sales Made in Q3 2025 in Paylocity Holding Corp (PCTY)
This table provides information about the institutional ownership of Paylocity Holding Corp (PCTY) during Q3 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 | 
|---|---|---|---|---|---|---|---|
| 
                  Oct 16, 2025
                  Q3 2025
                 | 
      Burney CO
       Reston, VA | BUY | - | 29.7KNew |                   
                  $4.74M - $5.66M
                 |                   
                29.7K
                $4.2M
               | |
| 
                  Oct 09, 2025
                  Q3 2025
                 | 
      Amiral Gestion
       Paris, I0 | BUY | - | 23.2K+ 37.64% |                   
                  $3.69M - $4.41M
                 |                   
                84.7K
                $12M
               | |
| 
                  Oct 22, 2025
                  Q3 2025
                 | 
      Cerity Partners LLC
       New York, NY | BUY | - | 8.87K+ 46.09% |                   
                  $1.41M - $1.69M
                 |                   
                28.1K
                $3.97M
               | |
| 
                  Oct 03, 2025
                  Q3 2025
                 | 
      Aaron Wealth Advisors LLC
      
   | BUY | - | 7.33K+ 372.7% |                   
                  $1.17M - $1.4M
                 |                   
                9.3K
                $1.31M
               | |
| 
                  Oct 31, 2025
                  Q3 2025
                 | 
      Y Intercept (Hong Kong) LTD
      
   | BUY | - | 6.96K+ 154.7% |                   
                  $1.11M - $1.32M
                 |                   
                11.5K
                $1.62M
               | |
| 
                  Oct 15, 2025
                  Q3 2025
                 | 
      Cwm, LLC
      
   | BUY | - | 5.01K+ 73.42% |                   
                  $798K - $954K
                 |                   
                11.8K
                $1.67M
               | |
| 
                  Oct 29, 2025
                  Q3 2025
                 | 
      Inscription Capital, LLC
       Houston, TX | BUY | - | 4.86K+ 288.19% |                   
                  $773K - $924K
                 |                   
                6.54K
                $923K
               | |
| 
                  Oct 06, 2025
                  Q3 2025
                 | 
      Oak Thistle LLC
      
   | BUY | - | 4.15K+ 46.02% |                   
                  $661K - $790K
                 |                   
                13.2K
                $1.86M
               | |
| 
                  Oct 15, 2025
                  Q3 2025
                 | 
      Pacer Advisors, Inc.
       Malvern, PA | BUY | - | 4.11K+ 222.62% |                   
                  $655K - $783K
                 |                   
                5.96K
                $841K
               | |
| 
                  Oct 30, 2025
                  Q3 2025
                 | 
      Baker Avenue Asset Management, LP
      
   | BUY | - | 2.47KNew |                   
                  $393K - $469K
                 |                   
                2.47K
                $348K
               | |
| 
                  Oct 29, 2025
                  Q3 2025
                 | 
      North Crest Asset Manangement, LLC
      
   | BUY | - | 1.91KNew |                   
                  $304K - $363K
                 |                   
                1.91K
                $269K
               | |
| 
                  Oct 23, 2025
                  Q3 2025
                 | 
      Benjamin Edwards Inc
       Clayton, MO | BUY | - | 1.62KNew |                   
                  $258K - $308K
                 |                   
                1.62K
                $228K
               | |
| 
                  Oct 07, 2025
                  Q3 2025
                 | 
      Union Bancaire Privee, Ubp Sa
       Geneva 1, V8 | BUY | - | 1.51K+ 73.97% |                   
                  $241K - $288K
                 |                   
                3.56K
                $502K
               | |
| 
                  Oct 14, 2025
                  Q3 2025
                 | 
      Brighton Jones LLC
      
   | BUY | - | 1.47K+ 43.37% |                   
                  $235K - $281K
                 |                   
                4.87K
                $688K
               | |
| 
                  Oct 31, 2025
                  Q3 2025
                 | 
      Mitsubishi Ufj Trust & Banking Corp
       Tokyo, M0 | BUY | - | 1.44K+ 79.86% |                   
                  $229K - $274K
                 |                   
                3.24K
                $457K
               | |
| 
                  Oct 20, 2025
                  Q3 2025
                 | 
      Merit Financial Group, LLC
      
   | BUY | - | 1.42K+ 4.66% |                   
                  $227K - $271K
                 |                   
                32K
                $4.52M
               | |
| 
                  Oct 28, 2025
                  Q3 2025
                 | 
      Campbell & CO Investment Adviser LLC
       Baltimore, MD | BUY | - | 1.03K+ 8.37% |                   
                  $164K - $196K
                 |                   
                13.3K
                $1.88M
               | |
| 
                  Oct 15, 2025
                  Q3 2025
                 | 
      Vontobel Holding Ltd.
      
   | BUY | - | 971+ 29.93% |                   
                  $155K - $185K
                 |                   
                4.22K
                $595K
               | |
| 
                  Oct 29, 2025
                  Q3 2025
                 | 
      Amalgamated Bank
       New York, NY | BUY | - | 920+ 4.33% |                   
                  $147K - $175K
                 |                   
                22.2K
                $3.13M
               | |
| 
                  Oct 23, 2025
                  Q3 2025
                 | 
      Lecap Asset Management LTD
       London, X0 | BUY | - | 898+ 11.16% |                   
                  $143K - $171K
                 |                   
                8.95K
                $1.26M
               | |
| 
                  Oct 24, 2025
                  Q3 2025
                 | 
      Conestoga Capital Advisors, LLC
      
   | BUY | - | 875+ 0.7% |                   
                  $139K - $167K
                 |                   
                126K
                $17.8M
               | |
| 
                  Oct 28, 2025
                  Q3 2025
                 | 
      Evergreen Capital Management LLC
       Bellevue, WA | BUY | - | 754+ 47.78% |                   
                  $120K - $144K
                 |                   
                2.33K
                $329K
               | |
| 
                  Oct 14, 2025
                  Q3 2025
                 | 
      J2 Capital Management Inc
      
   | BUY | - | 749+ 26.31% |                   
                  $119K - $143K
                 |                   
                3.6K
                $507K
               | |
| 
                  Oct 29, 2025
                  Q3 2025
                 | 
      Chicago Partners Investment Group LLC
      
   | BUY | - | 638+ 18.94% |                   
                  $102K - $121K
                 |                   
                4.01K
                $565K
               | |
| 
                  Oct 09, 2025
                  Q3 2025
                 | 
      Lifestyle Asset Management, Inc.
       Friendswood, TX | BUY | - | 546+ 36.64% |                   
                  $87K - $104K
                 |                   
                2.04K
                $287K
               | |
| 
                  Oct 22, 2025
                  Q3 2025
                 | 
      Louisiana State Employees Retirement System
      
   | BUY | - | 300+ 2.48% |                   
                  $47.8K - $57.1K
                 |                   
                12.4K
                $1.75M
               | |
| 
                  Oct 30, 2025
                  Q3 2025
                 | 
      Teacher Retirement System Of Texas
       Austin, TX | BUY | - | 297+ 0.73% |                   
                  $47.3K - $56.5K
                 |                   
                41.2K
                $5.81M
               | |
| 
                  Oct 21, 2025
                  Q3 2025
                 | 
      Sjs Investment Consulting Inc.
       Sylvania, OH | BUY | - | 296+ 14800.0% |                   
                  $47.1K - $56.3K
                 |                   
                298
                $42.1K
               | |
| 
                  Oct 27, 2025
                  Q3 2025
                 | 
      Kera Capital Partners, Inc.
       Sacramento, CA | BUY | - | 266+ 16.61% |                   
                  $42.4K - $50.6K
                 |                   
                1.87K
                $263K
               | |
| 
                  Oct 23, 2025
                  Q3 2025
                 | 
      Sky Oak Wealth, LLC
      
   | BUY | - | 256+ 19.83% |                   
                  $40.8K - $48.7K
                 |                   
                1.55K
                $218K
               | |
| 
                  Oct 29, 2025
                  Q3 2025
                 | 
      Verdence Capital Advisors LLC
       Hunt Valley, MD | BUY | - | 235+ 19.5% |                   
                  $37.4K - $44.7K
                 |                   
                1.44K
                $203K
               | |
| 
                  Oct 29, 2025
                  Q3 2025
                 | 
      Wealth Enhancement Advisory Services, LLC
      
   | BUY | - | 185+ 3.37% |                   
                  $29.5K - $35.2K
                 |                   
                5.68K
                $801K
               | |
| 
                  Oct 21, 2025
                  Q3 2025
                 | 
      True Wealth Design, LLC
       Akron, OH | BUY | - | 174+ 155.36% |                   
                  $27.7K - $33.1K
                 |                   
                286
                $40.4K
               | |
| 
                  Oct 23, 2025
                  Q3 2025
                 | 
      Oregon Public Employees Retirement Fund
      
   | BUY | - | 168+ 1.91% |                   
                  $26.8K - $32K
                 |                   
                8.98K
                $1.27M
               | |
| 
                  Oct 27, 2025
                  Q3 2025
                 | 
      Versant Capital Management, Inc
      
   | BUY | - | 125+ 8.53% |                   
                  $19.9K - $23.8K
                 |                   
                1.59K
                $225K
               | |
| 
                  Oct 23, 2025
                  Q3 2025
                 | 
      Securian Asset Management, Inc
      
   | BUY | - | 100+ 3.07% |                   
                  $15.9K - $19K
                 |                   
                3.36K
                $473K
               | |
| 
                  Oct 10, 2025
                  Q3 2025
                 | 
      Abound Wealth Management
       Franklin, TN | BUY | - | 98New |                   
                  $15.6K - $18.7K
                 |                   
                98
                $13.8K
               | |
| 
                  Oct 24, 2025
                  Q3 2025
                 | 
      Mgo One Seven LLC
       Beachwood, OH | BUY | - | 90+ 4.69% |                   
                  $14.3K - $17.1K
                 |                   
                2.01K
                $284K
               | |
| 
                  Oct 29, 2025
                  Q3 2025
                 | 
      Root Financial Partners, LLC
       Solana Beach, CA | BUY | - | 56New |                   
                  $8.92K - $10.7K
                 |                   
                56
                $7.9K
               | |
| 
                  Oct 23, 2025
                  Q3 2025
                 | 
      State Of Alaska, Department Of Revenue
      
   | BUY | - | 51+ 1.05% |                   
                  $8.12K - $9.71K
                 |                   
                4.89K
                $690K
               | |
| 
                  Oct 22, 2025
                  Q3 2025
                 | 
      Chicago Capital, LLC
      
   | BUY | - | 46+ 0.6% |                   
                  $7.33K - $8.76K
                 |                   
                7.71K
                $1.09M
               | |
| 
                  Oct 20, 2025
                  Q3 2025
                 | 
      Mather Group, Llc.
       Chicago, IL | BUY | - | 35New |                   
                  $5.57K - $6.66K
                 |                   
                35
                $4.94K
               | |
| 
                  Oct 24, 2025
                  Q3 2025
                 | 
      First Horizon Corp
       Memphis, TN | BUY | - | 28New |                   
                  $4.46K - $5.33K
                 |                   
                28
                $3.95K
               | |
| 
                  Oct 27, 2025
                  Q3 2025
                 | 
      Quent Capital, LLC
      
   | BUY | - | 24New |                   
                  $3.82K - $4.57K
                 |                   
                24
                $3.39K
               | |
| 
                  Oct 14, 2025
                  Q3 2025
                 | 
      Zrc Wealth Management, LLC
       Santa Rosa, CA | BUY | - | 23New |                   
                  $3.66K - $4.38K
                 |                   
                23
                $3.25K
               | |
| 
                  Oct 21, 2025
                  Q3 2025
                 | 
      Proffitt & Goodson Inc
      
   | BUY | - | 16New |                   
                  $2.55K - $3.05K
                 |                   
                16
                $2.26K
               | |
| 
                  Oct 27, 2025
                  Q3 2025
                 | 
      Td Private Client Wealth LLC
       New York, NY | BUY | - | 5New |                   
                  $796 - $952
                 |                   
                5
                $706
               | |
| 
                  Oct 28, 2025
                  Q3 2025
                 | 
      Bryn Mawr Trust CO
       Bryn Mawr, PA | BUY | - | 3+ 13.04% |                   
                  $478 - $571
                 |                   
                26
                $3.67K
               | |
| 
                  Oct 17, 2025
                  Q3 2025
                 | 
      Farmers & Merchants Investments Inc
      
   | BUY | - | 3+ 8.57% |                   
                  $478 - $571
                 |                   
                38
                $5.36K
               | |
| 
                  Oct 24, 2025
                  Q3 2025
                 | 
      Avion Wealth
       The Woodlands, TX | BUY | - | 3New |                   
                  $478 - $571
                 |                   
                3
                $423
               |