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Disclosery

PCTY PAYLOCITY HLDG CORP

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Stock (common), issuer CIK 1591698

460 managers (471 13F filers) reported a position in PCTY shares at 2026-06-30, 46,195,998 shares in all. 80 filers opened a position and 58 filers sold out during the quarter.

Managers
460
13F filers
471
New
80
Added
189
Reduced
157
Sold out
58
Shares held by filers
46,195,998

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CoreCap Advisors, LLC54$5.64K<0.01%+713F-HRTimeline
Cornerstone Planning Group LLC42$5.07K<0.01%+2413F-HRTimeline
Fortitude Family Office, LLC47$4.91K<0.01%+3813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors47$4.91K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS42$4.08K<0.01%new13F-HRTimeline
Hilltop National Bank39$4.08K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$3.97K<0.01%013F-HRTimelineGroup
Kilter Group LLC37$3.87K<0.01%+1413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.36$3.76K<0.01%+1213F-HR/ATimeline
Physician Wealth Advisors, Inc.32$3.35K<0.01%+2913F-HRTimeline
Silver Grove Financial Group, Inc.31$3.24K<0.01%new13F-HRTimeline
Fulcrum Asset Management LLP29$3.07K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc29$3.03K<0.01%-4513F-HRTimeline
Avion Wealth34$3K<0.01%-213F-HRTimeline
North Star Investment Management Corp.27$2.82K<0.01%new13F-HRTimeline
SHP Wealth Management22$2.3K<0.01%+913F-HRTimeline
Birchwood Financial Partners, Inc.22$2.3K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC21$2.2K<0.01%013F-HRTimeline
Peterson Wealth Services21$2.19K<0.01%-3,19613F-HRTimeline
MATHER GROUP, LLC.20$2.09K<0.01%-24613F-HRTimeline
CVA Family Office, LLC18$1.88K<0.01%-113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management15$1.57K<0.01%+413F-HRTimelineGroup
Marquette Asset Management, LLC12$1.25K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10$1.04K<0.01%-7513F-HRTimelineGroup
Steward Partners Investment Advisory, L…10$1.04K<0.01%-7913F-HRTimeline
Rossby Financial, LCC10$1.04K<0.01%+713F-HRTimeline
Planning Strategies Inc.10$1.04K<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC9$941<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC9$941<0.01%+413F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC7$732<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC7$732<0.01%-213F-HRTimeline
Cromwell Holdings LLC7$732<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$731<0.01%-1813F-HRTimelineGroup
FINANCIAL CONSULATE, INC6$628<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.6$627<0.01%013F-HRTimeline
Ares Financial Consulting, LLC6$627<0.01%new13F-HRTimeline
Signature Equity Partners, LLC6$627<0.01%-113F-HRTimeline
HARBOUR INVESTMENTS, INC.5$523<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$523<0.01%013F-HRTimeline
Anchor Investment Management, LLC5$523<0.01%new13F-HRTimeline
American Capital Advisory, LLC5$523<0.01%+213F-HRTimeline
Rialto Wealth Management, LLC5$523<0.01%-1513F-HRTimeline
WHITTIER TRUST CO4$455<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC4$419<0.01%new13F-HRTimeline
Leonteq Securities AG4$418<0.01%013F-HRTimeline
Creative Capital Management Investments…4$418<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC4$418<0.01%-1413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3$314<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC2$210<0.01%-513F-HRTimeline
3 FACTOR INDEXING, LLC2$210<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc2$209<0.01%-36713F-HRTimeline
Cordant, Inc.1$120<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1$112<0.01%new13F-HRTimeline
Manchester Capital Management LLC1$105<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC1$105<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1$105<0.01%013F-HRTimeline
LRI Investments, LLC1$105<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1$105<0.01%-213F-HRTimeline
Evolution Advisers, Inc.2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.