Skip to content
Disclosery

PCTY PAYLOCITY HLDG CORP

Follow

Stock (common), issuer CIK 1591698

473 managers (485 13F filers) reported a position in PCTY shares at 2025-09-30, 41,968,991 shares in all. 63 filers opened a position and 69 filers sold out during the quarter.

Managers
473
13F filers
485
New
63
Added
177
Reduced
176
Sold out
69
Shares held by filers
41,968,991

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SBI Securities Co., Ltd.239$38.1K<0.01%-1313F-HRTimeline
Advisors Asset Management, Inc.230$36.6K<0.01%+5113F-HR/ATimeline
STOREBRAND ASSET MANAGEMENT AS224$35.7K<0.01%+11213F-HRTimeline
Hughes Financial Services, LLC250$35.6K0.01%-313F-HRTimeline
IFP Advisors, Inc207$33K<0.01%-13113F-HR/ATimeline
UMB Bank, n.a.201$32K<0.01%-22113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC184$29.3K<0.01%-4813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC172$26.8K<0.01%+2013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC159$25.3K<0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.152$24K<0.01%-4013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…139$22.1K<0.01%+113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC136$21.7K<0.01%-1213F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise107$17K<0.01%013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC100$15.9K<0.01%-313F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.100$15.9K<0.01%+1213F-HRTimelineGroup
Abound Wealth Management98$15.6K<0.01%new13F-HRTimeline
Rise Advisors, LLC95$15.1K0.01%013F-HRTimeline
Wealthspire Advisors, LLC93$14.8K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc89$14K<0.01%013F-HRTimeline
JPL Wealth Management, LLC76$12.1K<0.01%new13F-HRTimeline
Estabrook Capital Management70$11.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.62$10K<0.01%+3513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Root Financial Partners, LLC56$8.92K<0.01%new13F-HRTimeline
Parallel Advisors, LLC52$8.28K<0.01%-2113F-HRTimeline
Larson Financial Group LLC47$7.49K<0.01%-4413F-HRTimeline
CoreCap Advisors, LLC47$7.49K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors47$7.49K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp45$7.17K<0.01%new13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB41$6.53K<0.01%-313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$6.05K<0.01%+313F-HRTimelineGroup
MATHER GROUP, LLC.35$5.57K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp35$5.57K<0.01%013F-HRTimeline
LRI Investments, LLC33$5.26K<0.01%013F-HRTimeline
FIRST HORIZON CORP28$4.46K<0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC27$4.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC27$4.3K<0.01%013F-HRTimeline
High Note Wealth, LLC24$3.82K<0.01%+113F-HRTimeline
Quent Capital, LLC24$3.82K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC23$3.66K<0.01%new13F-HR/ATimeline
TD Capital Management LLC20$3.19K<0.01%013F-HRTimeline
Global Retirement Partners, LLC19$3.03K<0.01%-4013F-HRTimeline
Hemington Wealth Management22$3K<0.01%-1013F-HRTimeline
PROFFITT & GOODSON INC16$2.55K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.16$2.55K<0.01%-1113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15$2.39K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13$2.07K<0.01%013F-HRTimelineGroup
Sachetta, LLC12$1.91K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.12$1.91K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12$1.91K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.12$1.91K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc11$1.75K<0.01%-213F-HRTimeline
Fortitude Family Office, LLC11$1.75K<0.01%-213F-HRTimeline
Private Wealth Management Group, LLC8$1.27K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA8$1.27K<0.01%-1513F-HRTimeline
WPG Advisers, LLC8$1.27K<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC7$1.11K<0.01%+213F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.08K<0.01%013F-HRTimeline
Cloud Capital Management, LLC7$1K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5$797<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5$796<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5$796<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$637<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC3$478<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC3$478<0.01%+113F-HRTimeline
Greykasell Wealth Strategies, Inc.2$319<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$319<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC2$318<0.01%-113F-HRTimeline
Manchester Capital Management LLC1$160<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$160<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1$160<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC1$159<0.01%013F-HRTimeline
Avion Wealth3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.