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Disclosery

PCTY PAYLOCITY HLDG CORP

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Stock (common), issuer CIK 1591698

436 managers (448 13F filers) reported a position in PCTY shares at 2026-03-31, 44,617,581 shares in all. 59 filers opened a position and 83 filers sold out during the quarter.

Managers
436
13F filers
448
New
59
Added
194
Reduced
148
Sold out
83
Shares held by filers
44,617,581

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Private Wealth Management Group, LLC21$2.27K<0.01%+1313F-HRTimeline
Rialto Wealth Management, LLC20$2.16K<0.01%+1913F-HRTimeline
CVA Family Office, LLC19$2.05K<0.01%+1613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19$2.03K<0.01%-8913F-HRTimeline
Principia Wealth Advisory, LLC18$1.95K<0.01%+613F-HRTimeline
Cornerstone Planning Group LLC18$1.94K<0.01%+113F-HRTimeline
SHP Wealth Management13$1.4K<0.01%new13F-HRTimeline
BAYBAN12$1.3K<0.01%new13F-HRTimeline
JNBA Financial Advisors11$1.19K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11$1.19K<0.01%-113F-HRTimelineGroup
Clearstead Advisors, LLC10$1.08K<0.01%-19313F-HRTimeline
Quaker Wealth Management, LLC9$973<0.01%+313F-HRTimeline
Fortitude Family Office, LLC9$972<0.01%-7113F-HRTimeline
Sunbelt Securities, Inc.8$864<0.01%-213F-HRTimeline
JFS WEALTH ADVISORS, LLC7$757<0.01%-513F-HRTimeline
Cromwell Holdings LLC7$756<0.01%+413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7$756<0.01%new13F-HRTimeline
Signature Equity Partners, LLC7$756<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.6$648<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$540<0.01%-113F-HRTimeline
Cornerstone Financial Management LLC5$540<0.01%new13F-HR/ATimeline
Leonteq Securities AG4$432<0.01%-29013F-HRTimeline
Physician Wealth Advisors, Inc.3$325<0.01%-1513F-HRTimeline
American Capital Advisory, LLC3$325<0.01%-113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3$324<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…3$324<0.01%+213F-HRTimeline
Rossby Financial, LCC3$316<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2$216<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.2$216<0.01%-813F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.2$216<0.01%013F-HRTimeline
Manchester Capital Management LLC1$109<0.01%013F-HRTimeline
Dunhill Financial, LLC1$109<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1$109<0.01%-213F-HRTimeline
3 FACTOR INDEXING, LLC1$109<0.01%13F-HRTimeline
Activest Wealth Management1$108<0.01%-6613F-HRTimeline
Investors Portfolio Services LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.