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Disclosery

PCTY PAYLOCITY HLDG CORP

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Stock (common), issuer CIK 1591698

459 managers (469 13F filers) reported a position in PCTY shares at 2025-03-31, 43,228,427 shares in all. 70 filers opened a position and 60 filers sold out during the quarter.

Managers
459
13F filers
469
New
70
Added
202
Reduced
137
Sold out
60
Shares held by filers
43,228,427

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Farther Finance Advisors, LLC77$14.6K<0.01%-4113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…73$13.7K<0.01%-19813F-HRTimelineGroup
Estabrook Capital Management70$13.1K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB67$12.6K<0.01%+2313F-HRTimeline
Lindbrook Capital, LLC61$11.4K<0.01%-4813F-HRTimeline
MATHER GROUP, LLC.51$9.55K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.49$9.18K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC47$8.8K<0.01%-4913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors47$8.8K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group46$8.62K<0.01%+4213F-HRTimeline
MCF Advisors LLC45$8.43K<0.01%+1413F-HRTimeline
PRIVATE TRUST CO NA45$8.43K<0.01%-413F-HRTimeline
Murphy & Mullick Capital Management Corp35$6.56K0.01%013F-HRTimeline
Truvestments Capital LLC34$6.37K<0.01%013F-HRTimeline
LRI Investments, LLC33$6.18K<0.01%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…32$6K<0.01%+1413F-HRTimelineGroup
Grove Bank & Trust31$5.81K<0.01%+2913F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.30$5.62K<0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC27$5.06K<0.01%013F-HRTimeline
Bogart Wealth, LLC27$5.06K<0.01%+713F-HRTimeline
Hemington Wealth Management29$5K<0.01%+1213F-HRTimeline
Wilmington Savings Fund Society, FSB23$4.31K<0.01%013F-HRTimeline
High Note Wealth, LLC23$4.31K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC21$3.94K<0.01%+213F-HRTimeline
Cornerstone Planning Group LLC21$3.87K<0.01%+313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC20$3.75K<0.01%new13F-HRTimeline
Larson Financial Group LLC15$2.81K<0.01%+1413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12$2.25K<0.01%new13F-HRTimelineGroup
Sachetta, LLC12$2.25K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12$2.25K<0.01%013F-HRTimelineGroup
Quarry LP10$1.87K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC9$1.69K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc9$1.69K<0.01%+413F-HRTimeline
Private Wealth Management Group, LLC8$1.5K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC42$1.5K<0.01%+3413F-HRTimeline
Provenance Wealth Advisors, LLC7$1.31K<0.01%013F-HRTimeline
Anderson Financial Strategies, LLC6$1.13K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.12K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4$1K<0.01%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5$937<0.01%-3613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5$937<0.01%new13F-HRTimeline
Global Financial Private Client, LLC5$937<0.01%+413F-HRTimeline
SJS Investment Consulting Inc.4$750<0.01%+113F-HRTimeline
Activest Wealth Management4$749<0.01%new13F-HRTimeline
Quent Capital, LLC4$749<0.01%013F-HRTimeline
SIERRA OCEAN, LLC4$749<0.01%new13F-HRTimeline
WPG Advisers, LLC4$749<0.01%+213F-HRTimeline
Mascoma Wealth Management LLC3$562<0.01%013F-HRTimeline
CVA Family Office, LLC3$562<0.01%new13F-HRTimeline
NewSquare Capital LLC2$375<0.01%new13F-HRTimeline
Manchester Capital Management LLC1$188<0.01%-113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$188<0.01%013F-HRTimeline
American Capital Advisory, LLC1$188<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1$188<0.01%-2213F-HRTimelineGroup
Bay Harbor Wealth Management, LLC1$187<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC1$187<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.1$187<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-26813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.