$PCTY

$170.07 -$6.39 (3.62%) Close

$PCTY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 53.1M shares outstanding

Who owns PCTY?

By type of holder

Institutions 87.0% Insiders 13.0% Everyone else 0.0%

Concentration Top 10 holders own 76.8%

Sarowitz Steven I 27.5% · Diehl Jeffrey T 15.3%

Institutional ownership

87.0%

+3.1 pts vs last qtr

Institutional holders

469

+24 vs last qtr

Net shares bought

+1.6M

by institutions in Q2 2026

New / sold out

85 / 61

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +1.2M
UBS Group AG +858.2K

Biggest sellers in Q2 2026

T. Rowe Price Investment Management, Inc. −934.7K
Wasatch Advisors LP −698.1K

Who is planning to sell?

Notices of proposed sale, last 12 months

$102M

28 notices from 11 people

Shares covered

634.8K

1.20% of the company

Arranged in advance

99%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Steven I. Sarowitz Director 10b5-1 $88.6M
Steven Raymond Beauchamp Director 10b5-1 $6.87M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

+1.3%

+0.15% a year

Each share's claim on the business

−1.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$733M vs $877M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years58% 3–5 years11% 1–3 years21% Under 1 year9%

Quarterly turnover

17.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PCTY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.1M	7.76%	−271.2K (−6.2%)	≤2021	0.0%
Shares held by quarter Peak holding4.4M (Q1'26) Change over 8 quarters+176.3K Share of the company7.760% BlackRock, Inc.'s full portfolio →
TR T. Rowe Price Investment Management, Inc.	3.1M	5.85%	−934.7K (−23.1%)	2022	0.2%
Shares held by quarter Peak holding6.3M (Q4'25) Change over 8 quarters−911.6K Share of the company5.850% T. Rowe Price Investment Management, Inc.'s full portfolio →

BlackRock, Inc.

4.1M

% of company

7.76%

Change vs last qtr

−271.2K (−6.2%)

Held since

≤2021

T. Rowe Price Investment Management, Inc.

3.1M

% of company

5.85%

Change vs last qtr

−934.7K (−23.1%)

Held since

2022

28 more super investors behind a free account

See every manager holding Paylocity Holding Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PCTY on Form N-PORT; together they hold 29.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
TR T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund, Inc.	$162M	1.5M	2.91%	0.70%	June 30, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$155M	1.5M	2.80%	0.12%	June 30, 2026

T. Rowe Price Mid-Cap Growth Fund, Inc.

Position value

$162M

% of company

2.91%

% of the fund

0.70%

As of

June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$155M

% of company

2.80%

% of the fund

0.12%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Paylocity Holding Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SS Sarowitz Steven I Insider	14.6M	27.51%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company27.510% Sarowitz Steven I's insider activity →
DJ Diehl Jeffrey T Insider	8.1M	15.26%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company15.260% Diehl Jeffrey T's insider activity →

Sarowitz Steven I

Insider

14.6M

% of company

27.51%

Change vs last qtr

—

Held since

—

Diehl Jeffrey T

Insider

8.1M

% of company

15.26%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Paylocity Holding Corp.

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