AI summary pending
View Full Filing (SEC EDGAR)Paylocity Holding CORP
$156.03+1.3%
+$790.4M
Net Activity
+13.99% total shares
Institutions Holding
471
Popularity Rank
#1271
Avg Weight
0.05%
Total Value
$4.9B
Market Cap
$8.5B
471 institutions currently hold PCTY, with 275 net buyers and 223 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
223
Net Buying Institutions
275
Top 5 by Value
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Across its top 20 institutional holders, PCTY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 40/100).
PCTY ranks #1271 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
PCTY is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.
471 institutions disclose a position in PCTY, but none treat it as a major bet — even Van Berkom & Associates Inc., its most concentrated holder, allocates just 1.9% of its own portfolio to it.
Wealth Enhancement Advisory Services, LLC has added to its PCTY position for two straight quarters, increasing it by $5.3M to reach $7.6M today.
Assenagon Asset Management S.A. has trimmed its PCTY position for two straight quarters, cutting it by $4.6M while still holding $39.8M.
PCTY is up 1.3% today, and institutions have been net buyers of $790.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
PCTY posted net income of $269.7M over the trailing twelve months, and currently trades at a P/E of 31.7.
+$1.0B
Total Buy Value
$721.5M
Total Sell Value
275
Net Buyers
223
Net Sellers
PCTY
Q2 2026
Top 5 Institutional Movers
+$123.3M
-$111.9M
+$88.2M
-$75.8M
PCTY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
12
Filings (90d)
$33.58M
Total Est. Value
222K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| ANDREW CAPPOTELLI | 2026-09-04 | $11K |
| CRAIG CONWAY | 2026-08-27 | $493K |
| KENNETH B. ROBINSON | 2026-08-27 | $127K |
| Steven I. Sarowitz | 2026-08-24 | $11.50M |
| ANDREW CAPPOTELLI | 2026-08-19 | $376K |
| RYAN GLENN | 2026-08-19 | $493K |
| JOSHUA SCUTT | 2026-08-19 | $697K |
| NICHOLAS ROST | 2026-08-18 | $76K |
| TOBY WILLIAMS | 2026-08-14 | $1.83M |
| STEVEN RAYMOND BEAUCHAMP | 2026-08-14 | $6.87M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 13G/A | 2026-08-14 | 5.8% |
3
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Paylocity Holding Corporation disclosed that board member Craig Conway has decided not to stand for re-election and will step down once his term ends at the company's annual stockholder meeting, expected on December 3, 2026. Until then, he'll continue serving out his current term. The filing makes clear that his decision was not due to any disagreement with the company over its operations, policies, or practices.
View Full Filing (SEC EDGAR)Paylocity Holding Corp. put out a press release on August 4, 2026, covering its financial results for the three and twelve months ended June 30, 2026. The release, attached as Exhibit 99.1, includes forward-looking statements and cautionary language about risks. The 8-K itself doesn't list any specific numbers, so the actual figures are in the press release.
View Full Filing (SEC EDGAR)70438V106, 70438v106
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Access PCTY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PCTYCLI
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