Skip to content

PCTY PAYLOCITY HLDG CORP

Follow

Stock (common), issuer CIK 1591698

455 managers (467 13F filers) reported a position in PCTY shares at 2025-12-31, 43,315,497 shares in all. 55 filers opened a position and 83 filers sold out during the quarter.

Managers
455
13F filers
467
New
55
Added
172
Reduced
178
Sold out
83
Shares held by filers
43,315,497

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Geneos Wealth Management Inc.50$7.62K<0.01%+3413F-HRTimeline
ORG Partners LLC49$7.47K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC48$7.32K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC47$7.17K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors47$7.17K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC43$6.56K<0.01%-1313F-HRTimeline
Meramec Financial Planners, LLC54$6.36K<0.01%13F-HRTimeline
Bogart Wealth, LLC39$5.95K<0.01%+1213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$5.79K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA37$5.64K<0.01%+2913F-HRTimeline
High Note Wealth, LLC35$5.34K<0.01%+1113F-HRTimeline
Murphy & Mullick Capital Management Corp35$5.34K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp34$5.19K<0.01%+2913F-HRTimelineGroup
Salomon & Ludwin, LLC33$4.96K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.27$4.12K<0.01%new13F-HRTimeline
Sachetta, LLC27$4.12K<0.01%+1513F-HRTimeline
Birchwood Financial Partners, Inc.23$3.51K<0.01%13F-HRTimeline
Elyxium Wealth, LLC20$3.05K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC19$2.9K<0.01%+413F-HRTimelineGroup
Physician Wealth Advisors, Inc.18$2.75K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC17$2.39K<0.01%-1,04713F-HRTimeline
Bell Investment Advisors, Inc15$2.29K<0.01%+413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO13$1.98K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC12$1.83K<0.01%+513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12$1.83K<0.01%013F-HRTimelineGroup
Principia Wealth Advisory, LLC12$1.83K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.10$1.52K<0.01%-213F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.10$1.52K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC9$1.37K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8$1.22K<0.01%+413F-HRTimelineGroup
Private Wealth Management Group, LLC8$1.22K<0.01%013F-HRTimeline
Signature Equity Partners, LLC7$1.07K<0.01%13F-HRTimeline
Avion Wealth12$1K<0.01%+913F-HRTimeline
HARBOUR INVESTMENTS, INC.6$915<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6$915<0.01%+113F-HRTimeline
Quaker Wealth Management, LLC6$915<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.6$915<0.01%-613F-HRTimeline
Basecamp Wealth Advisors LLC6$915<0.01%13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.4$610<0.01%-9613F-HRTimelineGroup
Bare Financial Services, Inc4$610<0.01%new13F-HRTimeline
American Capital Advisory, LLC4$610<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3$458<0.01%-83513F-HRTimelineGroup
CVA Family Office, LLC3$458<0.01%new13F-HRTimeline
Cromwell Holdings LLC3$458<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.3$458<0.01%-313F-HRTimeline
OPTIMA CAPITAL LLC3$458<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.2$305<0.01%013F-HRTimeline
Dunhill Financial, LLC1$154<0.01%new13F-HRTimeline
Manchester Capital Management LLC1$153<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$153<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1$153<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1$153<0.01%-213F-HRTimeline
Keating Financial Advisory Services, In…1$153<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$152<0.01%-113F-HRTimeline
Investors Portfolio Services LLC0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.