Paylocity Holding Corp (PCTY) — Institutional Holders, Q2 2026 (page 5)
472 institutional investment managers reported a PCTY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 472. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PCTY 13F holders ranked 401–472 of 472
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Roble, Belko & Company#401 · 89 sh | 89 | $9.0K | <0.01% | 0.0% |
| 402 | Bogart Wealth#402 · 80 sh | 80 | $8.4K | <0.01% | -28.6% |
| 403 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#403 · 73 sh | 73 | $8.1K | <0.01% | +17.7% |
| 404 | Pinnacle Wealth Planning Services#404 · 77 sh | 77 | $8.0K | <0.01% | +26.2% |
| 405 | James T. Borello RIA#405 · 73 sh | 73 | $7.6K | — | +711.1% |
| 406 | Estabrook Capital Management#406 · 70 sh | 70 | $7.3K | <0.01% | 0.0% |
| 407 | Bare Financial Services#407 · 61 sh | 61 | $6.4K | <0.01% | -36.5% |
| 408 | Owl Creek Wealth Partners#408 · 60 sh | 60 | $6.3K | — | -25.0% |
| 409 | High Note Wealth#409 · 56 sh | 56 | $5.9K | <0.01% | New |
| 410 | CoreCap Advisors#410 · 54 sh | 54 | $5.6K | — | +14.9% |
| 411 | Cornerstone Planning Group#411 · 42 sh | 42 | $5.1K | — | +133.3% |
| 412 | Fortitude Family Office#412 · 47 sh | 47 | $4.9K | — | +422.2% |
| 413 | Colonial / SC#413 · 47 sh | 47 | $4.9K | <0.01% | 0.0% |
| 414 | Hilltop National Bank#414 · 39 sh | 39 | $4.1K | — | 0.0% |
| 415 | ACTION POINT FINANCIAL PLANNING#415 · 42 sh | 42 | $4.1K | <0.01% | New |
| 416 | FARMERS & MERCHANTS INVESTMENTS#416 · 38 sh | 38 | $4.0K | — | 0.0% |
| 417 | Kilter Group#417 · 37 sh | 37 | $3.9K | <0.01% | +60.9% |
| 418 | MV CAPITAL MANAGEMENT#418 · 36 sh | 36 | $3.8K | <0.01% | +50.0% |
| 419 | Physician Wealth Advisors#419 · 32 sh | 32 | $3.3K | — | +966.7% |
| 420 | Silver Grove Financial Group#420 · 31 sh | 31 | $3.2K | <0.01% | New |
| 421 | Fulcrum Asset Management LLP#421 · 29 sh | 29 | $3.1K | <0.01% | New |
| 422 | Bell Investment Advisors#422 · 29 sh | 29 | $3.0K | <0.01% | -60.8% |
| 423 | Avion Wealth#423 · 34 sh | 34 | $3.0K | <0.01% | -5.6% |
| 424 | North Star Investment Management#424 · 27 sh | 27 | $2.8K | <0.01% | New |
| 425 | SHP Wealth Management#425 · 22 sh | 22 | $2.3K | <0.01% | +69.2% |
| 426 | Birchwood Financial Partners#426 · 22 sh | 22 | $2.3K | <0.01% | 0.0% |
| 427 | Private Wealth Management Group#427 · 21 sh | 21 | $2.2K | — | 0.0% |
| 428 | Peterson Wealth Services#428 · 21 sh | 21 | $2.2K | — | -99.3% |
| 429 | MATHER GROUP#429 · 20 sh | 20 | $2.1K | — | -92.5% |
| 430 | CVA Family Office#430 · 18 sh | 18 | $1.9K | <0.01% | -5.3% |
| 431 | Spire Wealth Management#431 · 15 sh | 15 | $1.6K | 0.00% | +36.4% |
| 432 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#432 · 14 sh | 14 | $1.5K | 0.00% | +75.0% |
| 433 | Marquette Asset Management#433 · 12 sh | 12 | $1.3K | — | New |
| 434 | Ancora Advisors#434 · 10 sh | 10 | $1.0K | 0.00% | -88.2% |
| 435 | Steward Partners Investment Advisory#435 · 10 sh | 10 | $1.0K | 0.00% | -88.8% |
| 436 | Rossby Financial, LCC#436 · 10 sh | 10 | $1.0K | <0.01% | +233.3% |
| 437 | Planning Strategies#437 · 10 sh | 10 | $1.0K | — | — |
| 438 | Plante Moran Financial Advisors#438 · 9 sh | 9 | $941.00 | 0.00% | New |
| 439 | Cornerstone Financial Management#439 · 9 sh | 9 | $941.00 | <0.01% | +80.0% |
| 440 | RAFFA WEALTH MANAGEMENT#440 · 7 sh | 7 | $732.00 | <0.01% | New |
| 441 | Quaker Wealth Management#441 · 7 sh | 7 | $732.00 | — | -22.2% |
| 442 | Cromwell#442 · 7 sh | 7 | $732.00 | <0.01% | 0.0% |
| 443 | Transamerica Financial Advisors#443 · 7 sh | 7 | $731.00 | <0.01% | -72.0% |
| 444 | FINANCIAL CONSULATE#444 · 6 sh | 6 | $628.00 | — | New |
| 445 | Ameritas Advisory Services#445 · 6 sh | 6 | $627.00 | 0.00% | New |
| 446 | AMERIFLEX GROUP#446 · 6 sh | 6 | $627.00 | <0.01% | 0.0% |
| 447 | Ares Financial Consulting#447 · 6 sh | 6 | $627.00 | — | New |
| 448 | Signature Equity Partners#448 · 6 sh | 6 | $627.00 | <0.01% | -14.3% |
| 449 | Anchor Investment Management#449 · 5 sh | 5 | $523.00 | 0.00% | New |
| 450 | American Capital Advisory#450 · 5 sh | 5 | $523.00 | <0.01% | +66.7% |
| 451 | Rialto Wealth Management#451 · 5 sh | 5 | $523.00 | <0.01% | -75.0% |
| 452 | HARBOUR INVESTMENTS#452 · 5 sh | 5 | $523.00 | 0.00% | New |
| 453 | CREATIVE FINANCIAL DESIGNS#453 · 5 sh | 5 | $523.00 | 0.00% | 0.0% |
| 454 | WHITTIER#454 · 4 sh | 4 | $455.00 | 0.00% | New |
| 455 | HFM Investment Advisors#455 · 4 sh | 4 | $419.00 | <0.01% | New |
| 456 | Leonteq Securities AG#456 · 4 sh | 4 | $418.00 | 0.00% | 0.0% |
| 457 | Creative Capital Management Investments#457 · 4 sh | 4 | $418.00 | <0.01% | New |
| 458 | Principia Wealth Advisory#458 · 4 sh | 4 | $418.00 | <0.01% | -77.8% |
| 459 | TD PRIVATE CLIENT WEALTH#459 · 3 sh | 3 | $314.00 | 0.00% | +50.0% |
| 460 | JFS WEALTH ADVISORS#460 · 2 sh | 2 | $210.00 | 0.00% | -71.4% |
| 461 | 3 FACTOR INDEXING#461 · 2 sh | 2 | $210.00 | — | +100.0% |
| 462 | AdvisorNet Financial#462 · 2 sh | 2 | $209.00 | — | -99.5% |
| 463 | Cordant#463 · 1 sh | 1 | $120.00 | 0.00% | New |
| 464 | DecisionPoint Financial#464 · 1 sh | 1 | $112.00 | 0.00% | New |
| 465 | Manchester Capital Management#465 · 1 sh | 1 | $105.00 | — | 0.0% |
| 466 | Cassaday & Wealth Management#466 · 1 sh | 1 | $105.00 | 0.00% | New |
| 467 | DiNuzzo Private Wealth#467 · 1 sh | 1 | $105.00 | — | 0.0% |
| 468 | LRI Investments#468 · 1 sh | 1 | $105.00 | 0.00% | New |
| 469 | Keating Financial Advisory Services#469 · 1 sh | 1 | $105.00 | 0.00% | -66.7% |
| 470 | Evolution Advisers#470 · 2 sh | 2 | $0.00 | 0.00% | New |
| 471 | Navigoe#471 · 1 sh | 1 | $0.00 | 0.00% | New |
| 472 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#472 · 50,191 sh | 50,191 | — | — | +1.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.