PCTY — Paylocity Hldg Corp Com Institutional Holders · Q3 2026
Who owns Paylocity Hldg Corp Com (PCTY)? 15 institutions reported holding $2.17M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Versant Capital Management, Inc ($661,382), GAMMA Investing LLC ($568,569), Wedmont Private Capital ($301,449).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Versant Capital Management, Inc | $661,382 | 4,639 | Added |
| 2 | GAMMA Investing LLC | $568,569 | 3,988 | Added |
| 3 | Wedmont Private Capital | $301,449 | 1,970 | Hold |
| 4 | RIVERSEDGE ADVISORS, LLC | $260,618 | 1,828 | New |
| 5 | Farther Finance Advisors, LLC | $216,706 | 1,520 | Added |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $67,151 | 471 | Added |
| 7 | MassMutual Private Wealth & Trust, FSB | $52,038 | 365 | Trimmed |
| 8 | Bullock Wealth Management Group | $16,419 | 112 | New |
| 9 | GoalVest Advisory LLC | $8,554 | 60 | New |
| 10 | CoreCap Advisors, LLC | $7,841 | 55 | Added |
| 11 | Marquette Asset Management, LLC | $1,711 | 12 | Hold |
| 12 | Planning Strategies Inc. | $1,426 | 10 | Hold |
| 13 | TOTH FINANCIAL ADVISORY CORP | $1,284 | 9 | New |
| 14 | Bell Asset Management Ltd | $0 | 0 | Exited |
| 15 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30