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SEC EDGAR: CIK 1591698PCTY stock profile & AI dashboard →

13F Pro Quality Score

72.7/100

Rank #218 of 2,879 stocksTOP 10%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

76.7/100

Profitability

84.2/100

Balance Sheet

78.3/100

Earnings Quality

73.0/100

Free Cash Flow

88.6/100

Institutional Flow

40.6/100

Revenue Scale

59.4/100

Dilution Risk

18.2/100

PCTY Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Paylocity Holding Corp (PCTY), a Technology sector company. 13F Pro's AI-powered ranking engine scores PCTY at 72.7/100 on a 32-signal composite quality model, placing it at rank #218 of 2,879 stocks — the top 10% of the AI-ranked universe. PCTY scores in the top quartile across free cash flow (88.6), profitability (84.2), balance sheet strength (78.3). Shareholder dilution risk is elevated at 18.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), Paylocity Holding Corp reports quarterly revenue of $502.3M, net income of $111.3M, free cash flow of $209.5M. Top institutional holders of PCTY by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. PCTY trades on the Nasdaq exchange and files with the SEC under CIK 1591698. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PCTY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Paylocity Holding Corp directly from SEC EDGAR. Paylocity Holding Corp's 13F Pro composite quality score has ranged between 57 and 78 since 2021, currently 72.7 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.

Fun facts about Paylocity Holding Corp

Quirks, history, and lore behind PCTY — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. software company · mid-cap · listed on Nasdaq · headquartered in suburban Chicago, Illinois.
  • 2
    The Numbers
    Annual revenue in the range of roughly $1 billion, serving over 36,000 clients — almost all of them businesses, not consumers.
  • 3
    The History
    Founded in 1997 and built from the ground up as a cloud-native platform — no legacy mainframe baggage to haul around, which is a bigger deal in its industry than it sounds.
  • 4
    The Secret
    Its software lives squarely in the unglamorous but mission-critical world of payroll, HR, and workforce management — the stuff companies can't afford to get wrong on a Friday.
  • 5
    The Lore
    It targets the mid-market sweet spot — too big for QuickBooks, too small to interest the enterprise giants — and its customers tend to be very sticky once onboarded.
  • 6
    The Giveaway
    The name is a mashup of "payroll" and "velocity" — because fast, modern payroll and HCM software for mid-sized employers is literally the whole pitch.
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What's Driving PCTY's Business? Latest 10-Q Breakdown

AI-extracted from Paylocity Holding Corp's 10-Q filed 2026-05-08 — Q3 FY2026 (nine months ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Paylocity grew recurring revenue 12% YoY to $1.24B in nine months; net income rose 17% to $209.4M with gross margin expanding to 70%.

Biggest Revenue Drivers

Total revenue: $1,326.6M+11% YoY

Recurring and other revenue$1,235.8M+12% YoY

Incremental revenues from new and existing clients due to strong sales team performance.

Interest income on funds held for clients$90.8M-2% YoY

Negative impact from lower interest rates mostly offset by higher average daily balances from new and existing clients.

Largest Expense Items

Cost of revenues$401.5M+9% YoY

$16.6M additional employee-related costs, $8.3M additional amortization of internal-use software, $7.2M additional processing and delivery costs.

Sales and marketing$290.2M+6% YoY

$15.9M additional employee-related costs from sales organization expansion.

Research and development$165.9M+7% YoY

$12.7M additional employee-related costs for development personnel, net of capitalized software costs.

General and administrative$167.5M+5% YoY

$6.9M additional stock-based compensation and $5.2M additional employee-related costs.

Margins: Gross margin improved to 70% from 69% YoY, driven by operating leverage as recurring revenue growth outpaced cost increases. Operating margin expanded to 23% from 20% YoY as the company realizes economies of scale across core operations.

Watch Items from the Filing

  • Interest income on funds held for clients declined 2% YoY; future rate decreases could further compress this $90.8M revenue stream absent balance growth.
  • Illinois Biometric Information Privacy Act litigation dismissed with prejudice in April 2025; plaintiff filed notice of appeal in May 2025, creating ongoing litigation exposure.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Revenue

Q3 2026

$502.3M

Net Income

Q3 2026

$111.3M

Free Cash Flow

Q3 2026

$209.5M

D/E Ratio

Q3 2026

0.07

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+35.8% YoY
$1.60BFY 2025
FY21 $635.6MFY22 $852.7MFY23 $1.17BFY25 $1.60B

Net Income

+61.3% YoY
$227.1MFY 2025
FY21 $70.8MFY22 $90.8MFY23 $140.8MFY25 $227.1M

Operating Income

+96.1% YoY
$304.0MFY 2025
FY21 $58.0MFY22 $84.6MFY23 $155.0MFY25 $304.0M

EPS (Diluted)

+61.4% YoY
$4.02FY 2025
FY21 $1.26FY22 $1.61FY23 $2.49FY25 $4.02

Total Assets

+18.8% YoY
$4.39BFY 2025
FY21 $2.41BFY22 $4.81BFY23 $3.70BFY25 $4.39B

Total Debt

$162.5MFY 2025
FY21 FY22 FY23 FY25 $162.5M

Op. Cash Flow

+47.9% YoY
$418.2MFY 2025
FY21 $124.8MFY22 $155.1MFY23 $282.7MFY25 $418.2M

AI Insight: PCTY Ratio Trends

Q1 2026 profitability surged to multi-period highs — operating margin hit 31.2% and ROIC reached 49.8% — while leverage collapsed to near-zero.

Operating margin expanded from 28.0% in Q1 2025 to 31.2% in Q1 2026, a 320bp year-over-year improvement on the seasonally strong March quarter.

ROIC surged from 35.0% in Q1 2025 to 49.8% in Q1 2026, the highest level in the observable data set.

Debt-to-equity ratio fell sharply from 0.29 in Q3 2024 to 0.07 in Q1 2026, indicating significant balance sheet deleveraging.

Net profit margin rose to 22.1% in Q1 2026 versus 20.1% in Q1 2025, continuing year-over-year bottom-line improvement.

Margins are highly seasonal: Q4 2025 operating margin was only 16.9% versus Q1 2026's 31.2% — quarterly comparisons can be misleading.

ROA in Q4 2025 dropped to 2.9%, matching Q4 2024's trough of 2.8%, suggesting recurring asset-efficiency pressure each December quarter.

TTM ROIC of 29.1% trails the Q1 2026 single-quarter annualized 49.8% — sustained execution outside peak quarters will determine true capital efficiency.

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Available Research

13F Pro tracks comprehensive data for Paylocity Holding Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of PCTY

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Is PCTY a good stock to buy?

13F Pro's AI-powered analysis of Paylocity Holding Corp (PCTY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PCTY are available on the PCTY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own PCTY?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PCTY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Paylocity Holding Corp's investment landscape.