Paylocity Ownership | Who Owns Paylocity?
Paylocity Ownership Summary
Paylocity is owned by 75.74% institutional investors, 20.56% insiders, and 3.70% retail investors. Price t rowe associates inc /md/ is the largest institutional shareholder, holding 10.43% of PCTY shares. T. Rowe Price New Horizons is the top mutual fund, with 6.05% of its assets in Paylocity shares.
PCTY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Paylocity | 75.74% | 20.56% | 3.70% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
| Idea | SaaS Stocks List | 68.23% | 6.57% | 25.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Price t rowe associates inc /md/ | 5.88M | 10.43% | $775.52M |
| Blackrock | 4.35M | 7.71% | $573.34M |
| Vanguard group | 4.04M | 7.17% | $532.63M |
| T. rowe price investment management | 4.02M | 7.13% | $529.62M |
| Wasatch advisors lp | 2.57M | 4.57% | $339.50M |
| State street | 1.42M | 2.52% | $186.94M |
| Geode capital management | 1.01M | 1.80% | $133.29M |
| Pictet asset management sa | 868.29K | 1.54% | $114.49M |
| Riverbridge partners | 812.19K | 1.44% | $107.09M |
| Liontrust investment partners llp | 810.31K | 1.44% | $106.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Adams street partners | 468.41K | 25.45% | $61.76M |
| Owls nest partners ia | 242.63K | 9.14% | $31.99M |
| Summit creek advisors | 133.87K | 2.42% | $17.65M |
| Van berkom & associates | 579.80K | 2.28% | $76.45M |
| Alamar capital management | 25.57K | 2.06% | $3.37M |
| Wasatch advisors lp | 2.57M | 1.82% | $339.50M |
| Bell asset management | 86.41K | 1.60% | $11.39M |
| Liontrust investment partners llp | 810.31K | 1.52% | $106.84M |
| Riverbridge partners | 812.19K | 1.46% | $107.09M |
| Cassady schiller wealth management | 25.40K | 1.36% | $3.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 470.91K | 0.01% | 273.40K |
| Millennium management | 331.25K | 0.02% | 269.35K |
| Man group | 315.40K | 0.10% | 249.62K |
| T. rowe price investment management | 4.02M | 0.33% | 178.30K |
| Wasatch advisors lp | 2.57M | 1.82% | 178.19K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 5.88M | 0.09% | -2.95M |
| Durable capital partners lp | - | - | -717.24K |
| Invesco | 746.81K | 0.02% | -673.04K |
| Capital investors | 698.90K | 0.02% | -512.46K |
| Citadel advisors | 40.90K | 0.00% | -445.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Trexquant investment lp | 101.03K | 0.20% | 101.03K | $13.32M |
| Renaissance | 100.90K | 0.02% | 100.90K | $13.30M |
| Point72 asset management | 80.70K | 0.03% | 80.70K | $10.64M |
| Ranger investment management | 78.58K | 0.70% | 78.58K | $10.36M |
| Corebridge financial | 55.50K | 0.04% | 55.50K | $7.32M |
Sold Out
| Holder | Change |
|---|---|
| Harbor investment advisory | -1.00 |
| Tfc financial management | -1.00 |
| Gradient investments | -3.00 |
| Wetzel investment advisors | -7.00 |
| Johnson financial group | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 436 | -6.24% | 42,141,152 | -2.82% | 75 | 1.27% | 194 | -19.50% | 174 | 20.83% |
| Jun 30, 2024 | 459 | 8.25% | 43,345,772 | -4.30% | 76 | 1.19% | 238 | 14.98% | 141 | -4.73% |
| Mar 31, 2024 | 424 | -4.29% | 45,293,472 | 3.49% | 80 | 1.33% | 207 | -6.76% | 148 | -4.52% |
| Dec 31, 2023 | 443 | -0.67% | 43,765,146 | 4.12% | 77 | 1.37% | 222 | 12.69% | 155 | -10.40% |
| Sep 30, 2023 | 446 | -0.67% | 42,032,258 | 1.60% | 75 | 1.37% | 197 | -12.05% | 173 | 10.19% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price New Horizons | 3.36M | 6.05% | -363.25K |
| US Small-Cap Growth II Equity Comp | 3.36M | 6.05% | -378.76K |
| T. Rowe Price US Mid-Cap Growth Equity | 1.78M | 3.20% | -5.00K |
| T. Rowe Price Mid-Cap Growth | 1.78M | 3.20% | -3.80K |
| iShares Core S&P Mid-Cap ETF | 1.39M | 2.50% | 2.71K |
| Vanguard Total Stock Mkt Idx Inv | 1.33M | 2.39% | -5.73K |
| Vanguard Small Cap Index | 1.05M | 1.87% | 2.05K |
| American Funds Growth Fund of Amer A | 899.48K | 1.62% | 377.19K |
| Capital Group Growth Fnd of Amer Comp | 899.48K | 1.62% | 377.19K |
| T. Rowe Price New Horizons Tr-Z | 813.49K | 1.46% | 12.24K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 17, 2024 | Cappotelli Andrew | Sr Vice President Operations | Sell | $2.02K |
| Dec 17, 2024 | Sarowitz Steven I | Sell | $1.35M | |
| Dec 17, 2024 | Sarowitz Steven I | Sell | $260.40K | |
| Dec 17, 2024 | Sarowitz Steven I | Sell | $100.60K | |
| Dec 17, 2024 | Sarowitz Steven I | Sell | $498.11K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 14 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 144 |
PCTY Ownership FAQ
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