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Disclosery

PCTY PAYLOCITY HLDG CORP

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Stock (common), issuer CIK 1591698

481 managers (492 13F filers) reported a position in PCTY shares at 2025-06-30, 44,270,416 shares in all. 75 filers opened a position and 54 filers sold out during the quarter.

Managers
481
13F filers
492
New
75
Added
187
Reduced
161
Sold out
54
Shares held by filers
44,270,416

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Clearstead Advisors, LLC232$42K<0.01%+14913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.192$35K<0.01%+5113F-HRTimelineGroup
Advisors Asset Management, Inc.179$32.4K<0.01%+3513F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC159$28.8K<0.01%-513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC152$27.5K<0.01%-413F-HRTimeline
Allworth Financial LP150$27.2K<0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC148$26.8K<0.01%+2213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…138$25K<0.01%-113F-HRTimelineGroup
NewEdge Advisors, LLC132$24K<0.01%+2213F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.120$21.7K0.01%new13F-HR/ATimelineGroup
True Wealth Design, LLC112$20.3K0.01%-1413F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS112$20.3K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise107$19K<0.01%-1613F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC103$18.7K<0.01%-2713F-HRTimeline
MONTAG A & ASSOCIATES INC97$17.6K<0.01%013F-HRTimeline
Rise Advisors, LLC95$17.2K0.01%013F-HRTimeline
Larson Financial Group LLC91$16.5K<0.01%+7613F-HRTimeline
Roble, Belko & Company, Inc89$16K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.88$15.9K<0.01%+3913F-HRTimelineGroup
Creekmur Asset Management LLC79$14.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC73$13.2K<0.01%-1713F-HRTimeline
Estabrook Capital Management70$12.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC59$10.7K<0.01%13F-HRTimeline
MCF Advisors LLC55$9.97K<0.01%+1013F-HRTimeline
Caitong International Asset Management …54$9.78K0.01%-8613F-HRTimeline
CoreCap Advisors, LLC47$8.52K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors47$8.52K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group45$8.15K<0.01%-113F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB44$7.97K<0.01%-2313F-HRTimeline
Murphy & Mullick Capital Management Corp35$6.47K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$6.34K<0.01%+313F-HRTimelineGroup
Truvestments Capital LLC34$6.16K<0.01%013F-HRTimeline
LRI Investments, LLC33$5.98K<0.01%013F-HRTimeline
Grove Bank & Trust30$5.44K<0.01%-113F-HRTimeline
WHITTIER TRUST CO28$5.07K<0.01%new13F-HRTimeline
Hemington Wealth Management32$5K<0.01%+313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.27$5K<0.01%+2313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cherry Tree Wealth Management, LLC27$4.89K<0.01%013F-HRTimeline
Bogart Wealth, LLC27$4.89K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.27$4.89K<0.01%-613F-HRTimeline
Wilmington Savings Fund Society, FSB23$4.17K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA23$4.17K<0.01%-2213F-HRTimeline
High Note Wealth, LLC23$4.17K<0.01%013F-HRTimeline
TD Capital Management LLC20$3.62K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15$2.72K<0.01%new13F-HRTimelineGroup
Kilter Group LLC15$2.72K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC13$2.36K<0.01%-813F-HRTimeline
Bell Investment Advisors, Inc13$2.36K<0.01%+413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13$2.35K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC13$2.35K<0.01%new13F-HRTimeline
CENTRAL TRUST Co12$2.17K<0.01%-7213F-HRTimeline
Sachetta, LLC12$2.17K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12$2.17K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC11$1.88K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC9$1.63K<0.01%-3313F-HRTimeline
Private Wealth Management Group, LLC8$1.45K<0.01%013F-HRTimeline
WPG Advisers, LLC7$1.27K<0.01%+313F-HRTimeline
Asset Dedication, LLC6$1.09K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.09K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5$906<0.01%-713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5$906<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5$906<0.01%-1613F-HRTimeline
COUNTRY TRUST BANK4$725<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC4$725<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC3$543<0.01%+213F-HRTimeline
SJS Investment Consulting Inc.2$363<0.01%-213F-HRTimeline
Rialto Wealth Management, LLC2$363<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC2$362<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$362<0.01%new13F-HRTimeline
Manchester Capital Management LLC1$182<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$182<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC1$182<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1$182<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.1$181<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1$181<0.01%new13F-HR/ATimeline
Private Wealth Asset Management, LLC1$181<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.1$181<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1$00%new13F-HR/ATimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.