Paylocity Holding Corp
PCTYFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Paylocity Holding Corp Makes Money
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From revenue to net income
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Source: Paylocity Holding Corp — 10-K filed Aug 5, 2026
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 15 annual periods. The latest annual period ends Jun 30, 2026. The latest insider filing shown is dated Jun 5, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Bridgewater Associates, LP | 2026-03-31 | 21,795 | $2.35M | SEC filing |
| Banque Cantonale Vaudoise | 2026-03-31 | 371 | $40K | SEC filing |
| Gilbert & Cook, Inc. | 2026-03-31 | 2,322 | $251K | SEC filing |
| Entropy Technologies, LP | 2026-03-31 | 10,075 | $1.09M | SEC filing |
| CANADA PENSION PLAN INVESTMENT BOARD | 2026-03-31 | 132,600 | $14.3M | SEC filing |
| Lido Advisors, LLC | 2026-03-31 | 2,130 | $230K | SEC filing |
| Bell Investment Advisors, Inc | 2026-03-31 | 74 | $8K | SEC filing |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2026-03-31 | 3,209 | $347K | SEC filing |
| Brooklyn Investment Group | 2026-03-31 | 5,793 | $626K | SEC filing |
| BLAIR WILLIAM & CO/IL | 2026-03-31 | 77,130 | $8.33M | SEC filing |
| Invesco Ltd. | 2026-03-31 | 161,649 | $17.5M | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 600,205 | $64.8M | SEC filing |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 2026-03-31 | 6,633 | $717K | SEC filing |
| NorthCrest Asset Manangement, LLC | 2026-03-31 | 3,687 | $391K | SEC filing |
| HighTower Advisors, LLC | 2026-03-31 | 124,643 | $13.5M | SEC filing |
| COMMERCE BANK | 2026-03-31 | 1,949 | $211K | SEC filing |
| Root Financial Partners, LLC | 2026-03-31 | 26 | $2.81K | SEC filing |
| Farringdon Capital, Ltd. | 2026-03-31 | 4,766 | $515K | SEC filing |
| YOUSIF CAPITAL MANAGEMENT, LLC | 2026-03-31 | 12,888 | $1.39M | SEC filing |
| Smartleaf Asset Management LLC | 2026-03-31 | 324 | $35.2K | SEC filing |
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Paylocity Holding Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-05-20 · Sarowitz Steven I: Larger than 130 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-05-19 · Sarowitz Steven I: Larger than 138 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-05-19 · Sarowitz Steven I: Larger than 136 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-05-16 · Sarowitz Steven I: Larger than all 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-05-15 · Beauchamp Steven R: Larger than 137 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-05-14 · Sarowitz Steven I: Larger than 126 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-05-13 · Sarowitz Steven I: Larger than 134 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-03-24 · Sarowitz Steven I: Larger than 132 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-03-21 · Sarowitz Steven I: Larger than 131 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-03-20 · Sarowitz Steven I: Larger than 133 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-03-19 · Sarowitz Steven I: Larger than 129 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-03-19 · Sarowitz Steven I: Larger than 128 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2025-02-14 · Beauchamp Steven R: Larger than 135 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
- 2024-12-10 · Sarowitz Steven I: Larger than 127 of the 139 other insider sales of Common Stock, par value $0.001 on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-04 | Cappotelli Andrew · Sr Vice President Operations | Common Stock, par value $0.001 | S — Open market or private sale | −70 | 116.35 | SEC filing |
| 2026-06-01 | Glenn Ryan · Chief Financial Officer | Common Stock, par value $0.001 | S — Open market or private sale | −1,034 | 117.55 | SEC filing |
| 2026-05-19 | Cappotelli Andrew · Sr Vice President Operations | Common Stock, par value $0.001 | S — Open market or private sale | −899 | 115.05 | SEC filing |
| 2026-05-19 | Rost Nicholas · VP CAO & Treasurer | Common Stock, par value $0.001 | S — Open market or private sale | −521 | 115.05 | SEC filing |
| 2026-03-04 | Cappotelli Andrew · Sr Vice President Operations | Common Stock, par value $0.001 | S — Open market or private sale | −70 | 112.48 | SEC filing |
| 2026-02-24 | Rost Nicholas · VP CAO & Treasurer | Common Stock, par value $0.001 | S — Open market or private sale | −307 | 101.98 | SEC filing |
| 2026-02-19 | Rost Nicholas · VP CAO & Treasurer | Common Stock, par value $0.001 | S — Open market or private sale | −329 | 108.94 | SEC filing |
| 2026-02-19 | Scutt Joshua · Senior Vice President Sales | Common Stock, par value $0.001 | S — Open market or private sale | −1,400 | 107.54 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-01 | Cappotelli Andrew · Sr Vice President Operations | Common Stock, par value $0.001 | F — Payment of exercise price or tax by delivering securities | −59 | SEC filing |
| 2026-05-15 | Rost Nicholas · VP CAO & Treasurer | Common Stock, par value $0.001 | F — Payment of exercise price or tax by delivering securities | −313 | SEC filing |
| 2026-05-15 | King Melissa Ann · SVP Product and Technology | Common Stock, par value $0.001 | F — Payment of exercise price or tax by delivering securities | −366 | SEC filing |
| 2026-05-15 | Beauchamp Steven R · Executive Chairman | Common Stock, par value $0.001 | F — Payment of exercise price or tax by delivering securities | −1,849 | SEC filing |
| 2026-05-15 | Cappotelli Andrew · Sr Vice President Operations | Common Stock, par value $0.001 | F — Payment of exercise price or tax by delivering securities | −730 | SEC filing |
| 2026-05-15 | Scutt Joshua · Senior Vice President Sales | Common Stock, par value $0.001 | F — Payment of exercise price or tax by delivering securities | −1,560 | SEC filing |
| 2026-05-15 | Glenn Ryan · Chief Financial Officer | Common Stock, par value $0.001 | F — Payment of exercise price or tax by delivering securities | −2,436 | SEC filing |
| 2026-05-15 | Williams Toby J. · President and CEO | Common Stock, par value $0.001 | F — Payment of exercise price or tax by delivering securities | −5,946 | SEC filing |
Showing 8 of 35 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.