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Security record · archived quarter

PCTY

Paylocity Holding Corporation · Technology · Software - Application

151.38 -0.6% mkt cap $8.11B quote delayed (FMP) · as of Aug 26 17:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
15Tracked holders
+1Δ holders
8.92MShares held
$1.67BReported value
+2New positions
−1Exits
Rising Conviction score 54/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.1% · share flow +8.7% · net new positions +6.7%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 122 -4 34.57M $3.61B +4 −7
Q1 2026 128 -2 31.03M $3.36B +5 −8
Q4 2025 130 +1 31.75M $4.83B +2
Q3 2025 21 +1 19.32M $3.08B +1 −1
Q2 2025 18 0 18.70M $3.39B +2 −2
Q1 2025 15 +1 8.92M $1.67B +2 −1
Q4 2024 14 0 8.21M $1.64B +1 −1
Q3 2024 13 -2 7.17M $1.18B +1 −3
Q2 2024 15 7.92M $1.04B
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 T. Rowe Price 4.29M +3.4% $803.22M 0.1% ▲ Add 4 SEC ↗
2 T. Rowe Price 4.29M +3.4% $803.22M 0.1% ▲ Add 4 SEC ↗
3 State Street Global Advisors (passive) 1.36M +1.2% $254.49M 0.0% ▲ Add 2 SEC ↗
4 Geode Capital Management (passive) 1.15M +7.4% $216.08M 0.0% ▲ Add 4 SEC ↗
5 Geode Capital Management (passive) 1.15M +7.4% $216.08M 0.0% ▲ Add 4 SEC ↗
6 Citadel Advisors 884.34K +47.9% $165.67M 0.2% ▲ Add 4 SEC ↗
7 Citadel Advisors 884.34K +47.9% $165.67M 0.2% ▲ Add 4 SEC ↗
8 Point72 Asset Management 394.32K -5.3% $73.87M 0.2% ▼ Trim 4 SEC ↗
9 D. E. Shaw & Co. 219.21K +139.9% $41.07M 0.1% ▲ Add 4 SEC ↗
10 Millennium Management 212.00K +86.8% $39.72M 0.0% ▲ Add 4 SEC ↗
11 Fisher Asset Management 94.73K -0.5% $17.75M 0.0% ▼ Trim 4 SEC ↗
12 Arrowstreet Capital 74.60K -1.2% $13.98M 0.0% ▼ Trim 3 SEC ↗
13 AQR Capital Management 74.91K +692.5% $13.66M 0.0% ▲ Add 4 SEC ↗
14 AQR Capital Management 74.91K +692.5% $13.66M 0.0% ▲ Add 4 SEC ↗
15 AQR Capital Management 74.91K +692.5% $13.66M 0.0% ▲ Add 4 SEC ↗
16 AQR Capital Management 74.91K +692.5% $13.66M 0.0% ▲ Add 4 SEC ↗
17 AQR Capital Management 74.91K +692.5% $13.66M 0.0% ▲ Add 4 SEC ↗
18 Gotham Asset Management 71.01K New $13.30M 0.1% New 1 SEC ↗
19 Norges Bank (passive) 55.42K -8.9% $10.38M 0.0% ▼ Trim 4 SEC ↗
20 Adage Capital Partners 30.00K -40.0% $5.62M 0.0% ▼ Trim 2 SEC ↗
21 Two Sigma Investments 10.10K -75.9% $1.89M 0.0% ▼ Trim 4 SEC ↗
22 Marshall Wace 1.24K New $231,926 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Gotham Asset Management $13.30M 0.1%
Marshall Wace $231,926 0.0%

Exited

Renaissance Technologies $18.29M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 441 holders, 44.28M shares, $4.10B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 20 Sarowitz Steven I

Director, 10% owner · 21 sh · $3,237

Aug 20 Sarowitz Steven I

Director, 10% owner · 2.51K sh · $384,012

Aug 20 Sarowitz Steven I

Director, 10% owner · 1.40K sh · $210,731

Aug 20 Sarowitz Steven I

Director, 10% owner · 2.09K sh · $320,955

Aug 20 Sarowitz Steven I

Director, 10% owner · 635 sh · $96,164

Aug 19 Glenn Ryan

Officer · 3.35K sh · $500,914

Aug 19 Scutt Joshua

Officer · 100 sh · $14,760

Aug 19 Cappotelli Andrew

Officer · 145 sh · $21,402

Aug 19 Cappotelli Andrew

Officer · 1.36K sh · $203,130

Aug 19 Cappotelli Andrew

Officer · 802 sh · $120,541

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A — T. Rowe Price Investment Management…

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API