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Disclosery

PCTY PAYLOCITY HLDG CORP

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Stock (common), issuer CIK 1591698

447 managers (458 13F filers) reported a position in PCTY shares at 2024-12-31, 42,816,292 shares in all. 57 filers opened a position and 43 filers sold out during the quarter.

Managers
447
13F filers
458
New
57
Added
164
Reduced
151
Sold out
43
Shares held by filers
42,816,292

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LRI Investments, LLC31$6.18K<0.01%013F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC30$5.98K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC28$5.58K<0.01%+1113F-HRTimeline
Cherry Tree Wealth Management, LLC27$5.39K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC23$4.74K<0.01%+513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…23$4.74K<0.01%+513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB23$4.59K<0.01%013F-HRTimeline
High Note Wealth, LLC23$4.59K<0.01%new13F-HRTimeline
Avalon Trust Co20$3.99K<0.01%new13F-HRTimeline
Bogart Wealth, LLC20$3.99K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC19$3.79K<0.01%+713F-HRTimeline
Geneos Wealth Management Inc.19$3.79K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC18$3.69K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…18$3.59K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC18$3.59K<0.01%013F-HRTimeline
LGT Financial Advisors LLC18$3.59K0.01%013F-HRTimeline
Hemington Wealth Management17$3K<0.01%+713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12$2.48K<0.01%013F-HRTimelineGroup
Sachetta, LLC12$2.39K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC9$1.8K<0.01%-1413F-HRTimeline
Private Wealth Management Group, LLC8$1.6K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC8$1.59K<0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC7$1.4K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC6$1.2K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.2K<0.01%+213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC8$1K<0.01%013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3$1K<0.01%-1413F-HRTimelineGroup
Bell Investment Advisors, Inc5$998<0.01%013F-HRTimeline
Fortitude Family Office, LLC5$997<0.01%-213F-HRTimeline
JNBA Financial Advisors4$798<0.01%013F-HRTimeline
Brooklyn Investment Group4$798<0.01%+313F-HRTimeline
Quent Capital, LLC4$798<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$599<0.01%+113F-HRTimeline
Mascoma Wealth Management LLC3$598<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2$5320.05%-1,76013F-HRTimeline
Manchester Capital Management LLC2$399<0.01%013F-HRTimeline
Grove Bank & Trust2$399<0.01%new13F-HRTimeline
WPG Advisers, LLC2$399<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$200<0.01%013F-HRTimeline
True Wealth Design, LLC1$200<0.01%013F-HRTimeline
WealthTrak Capital Management LLC1$200<0.01%13F-HRTimeline
Larson Financial Group LLC1$199<0.01%013F-HRTimeline
Global Financial Private Client, LLC1$199<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$199<0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.1$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Washington Trust Advisors, Inc.0$00%-1913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.