Who owns Paylocity Holding (PCTY)
Which tracked institutional funds hold PCTY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PCTY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
117 tracked funds added or opened PCTY while 124 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PCTY’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PCTY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PCTY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 426 tracked filers holding PCTY, 254 increased or opened the position and 240 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PCTY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- Jupiter Topco LLC$71M
- WINTON GROUP Ltd$4M
- Dana Investment Advisors, Inc.$4M
- Sone Capital Management, LLC$3M
- PANAGORA ASSET MANAGEMENT INC$3M
- AGF MANAGEMENT LTD$3M
Full exits 45
- T. Rowe Price Investment Management, Inc.$437M
- Liontrust Investment Partners LLP$93M
- Van Berkom & Associates Inc.$67M
- Amundi$65M
- JANUS HENDERSON GROUP PLC$49M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$48M
Largest adds
- AQR CAPITAL MANAGEMENT LLC$124M
- UBS Group AG$88M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$72M
- Quantinno Capital Management LP$56M
- NORGES BANK$39M
- FMR LLC$26M
Largest trims
- WASATCH ADVISORS LP$76M
- Walleye Capital LLC$33M
- CITADEL ADVISORS LLC$30M
- JPMORGAN CHASE & CO$26M
- Point72 Asset Management, L.P.$25M
- AMERIPRISE FINANCIAL INC$23M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,116,664 | $430M | 10.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,352,978 | $246M | 6.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,186,679 | $229M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,945,811 | $203M | 5.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,498,936 | $157M | 3.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,425,020 | $149M | 3.7% | 2026-Q2 |
| STATE STREET CORP added | 1,396,889 | $146M | 3.7% | 2026-Q2 |
| UBS Group AG added | 1,297,034 | $136M | 3.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,277,940 | $134M | 3.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,138,489 | $119M | 3.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,056,005 | $110M | 2.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 930,462 | $97M | 2.4% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 904,674 | $95M | 2.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 843,508 | $88M | 2.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 798,039 | $83M | 2.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 743,847 | $78M | 2.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 688,903 | $72M | 1.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 681,418 | $72M | 1.8% | 2026-Q2 |
| Jupiter Topco LLC new | 674,753 | $71M | 1.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 640,444 | $67M | 1.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 561,379 | $59M | 1.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 525,269 | $55M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 524,894 | $55M | 1.4% | 2026-Q2 |
| NORGES BANK added | 472,273 | $49M | 1.2% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 414,632 | $43M | 1.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 406,740 | $43M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 352,981 | $37M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 341,147 | $36M | 0.9% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 328,366 | $34M | 0.9% | 2026-Q2 |
| FMR LLC added | 325,832 | $34M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 313,238 | $33M | 0.8% | 2026-Q2 |
| Gotham Asset Management, LLC added | 298,664 | $31M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 275,539 | $29M | 0.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 244,492 | $26M | 0.6% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 218,657 | $23M | 0.6% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 215,413 | $23M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 206,998 | $22M | 0.5% | 2026-Q2 |
| TD Asset Management Inc trimmed | 202,980 | $21M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 193,742 | $20M | 0.5% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 192,472 | $20M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 181,951 | $19M | 0.5% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 171,262 | $18M | 0.4% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 152,901 | $16M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP added | 152,625 | $16M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 148,209 | $15M | 0.4% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 145,233 | $15M | 0.4% | 2026-Q2 |
| NICHOLAS COMPANY, INC. trimmed | 141,813 | $15M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 135,491 | $14M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 129,600 | $14M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 121,520 | $13M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 115,549 | $12M | 0.3% | 2026-Q2 |
| LOOMIS SAYLES & CO L P trimmed | 113,922 | $12M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 110,734 | $12M | 0.3% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 109,922 | $11M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 106,878 | $11M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 105,063 | $11M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board added | 104,302 | $11M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 101,346 | $11M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 98,468 | $10M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 97,800 | $10M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 96,575 | $10M | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 92,473 | $10M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 88,319 | $9M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 86,500 | $9M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 85,701 | $9M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 84,586 | $9M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 81,485 | $9M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 80,915 | $8M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 78,249 | $8M | 0.2% | 2026-Q2 |
| Man Group plc added | 77,715 | $8M | 0.2% | 2026-Q2 |
| BW Gestao de Investimentos Ltda. added | 73,898 | $8M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 68,470 | $7M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 65,358 | $7M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 64,204 | $7M | 0.2% | 2026-Q2 |
| Creative Planning added | 62,967 | $7M | 0.2% | 2026-Q2 |
| Edgestream Partners, L.P. added | 62,609 | $7M | 0.2% | 2026-Q2 |
| Swedbank AB | 60,400 | $6M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 59,618 | $6M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 57,031 | $6M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 56,446 | $6M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 56,407 | $6M | 0.1% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 52,990 | $6M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 51,859 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 50,191 | $5M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 49,881 | $5M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 48,547 | $5M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 48,156 | $5M | 0.1% | 2026-Q2 |
| Granite Investment Partners, LLC added | 47,894 | $5M | 0.1% | 2026-Q2 |
| SummitTX Capital, L.P. added | 45,480 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 43,578 | $5M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 41,634 | $4M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 41,412 | $4M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 40,706 | $4M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 39,930 | $4M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 39,280 | $4M | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK added | 38,751 | $4M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 38,261 | $4M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 38,074 | $4M | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. new | 37,957 | $4M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 37,030 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.