PCTYNasdaqServices-Prepackaged SoftwareFiscal year ends June 30
Paylocity Holding Corp
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 5, 2026
$166.17−0.15 (-0.09%)
Close on Oct 19, 2026
- Market cap
- $8.98B
- P/E (TTM)
- 33.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.8%
47M of 53M shares
Institutional holders
468
84 new, 57 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 76 sales
Net sold $26.41M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Steven Ira Sarowitz | 8,849,667 | 15.80% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 4,419,128 | 7.90% | 13G (passive) amendment | Dec 31, 2023 |
| T. Rowe Price Investment Management, Inc. | 3,105,531 | 5.80% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PCTY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,116,664 | 7.76% | $430.31M | −271,162 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 3,105,531 | 5.85% | $324.62K | −934,656 | 0.21% |
| Aqr Capital Management LLC | 2,352,978 | 4.43% | $245.96M | +1,217,380 | 0.09% |
| Vanguard Portfolio Management LLC | 2,186,679 | 4.12% | $228.57M | +7,597 | 0.01% |
| Vanguard Capital Management LLC | 1,945,811 | 3.67% | $203.40M | −7,944 | 0.00% |
| Citadel Advisors LLC | 1,498,936 | 2.83% | $156.68M | −226,744 | 0.02% |
| Morgan Stanley | 1,425,020 | 2.69% | $148.96M | +88,300 | 0.01% |
| State Street Corp | 1,396,889 | 2.63% | $146.02M | +56,767 | 0.00% |
| UBS Group AG | 1,297,034 | 2.44% | $135.58M | +858,186 | 0.02% |
| Geode Capital Management, LLC | 1,277,940 | 2.41% | $133.60M | −12,892 | 0.01% |
| Two Sigma Investments, LP | 1,138,489 | 2.15% | $119.01M | +5,816 | 0.09% |
| Quantinno Capital Management LP | 1,056,005 | 1.99% | $110.38M | +553,092 | 0.13% |
| Arrowstreet Capital, Limited Partnership | 930,462 | 1.75% | $97.26M | +696,951 | 0.04% |
| Point72 Asset Management, L.P. | 904,674 | 1.71% | $94.57M | −203,740 | 0.10% |
| Bnp Paribas Arbitrage, Snc | 843,508 | 1.59% | $88.17M | +178,238 | 0.03% |
| Assenagon Asset Management S.A. | 829,264 | 1.56% | $86.68M | +418,536 | 0.05% |
| Price T Rowe Associates Inc /Md/ | 798,039 | 1.50% | $83.42K | +155,853 | 0.01% |
| Millennium Management LLC | 743,847 | 1.40% | $77.75M | +129,840 | 0.03% |
| D. E. Shaw & Co., Inc. | 688,903 | 1.30% | $72.01M | −32,826 | 0.03% |
| JPMorgan Chase & Co | 681,418 | 1.28% | $72.24M | −223,563 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 468 | 47M | 87.8% | 84 / 189 | 156 / 57 | 9M | 7M |
| Q1 2026 | 446 | 45M | 85.3% | 70 / 192 | 149 / 83 | 11M | 8M |
| Q4 2025 | 465 | 46M | 86.6% | 71 / 172 | 178 / 83 | 10M | 6M |
| Q3 2025 | 485 | 43M | 80.2% | 67 / 178 | 175 / 68 | 6M | 8M |
| Q2 2025 | 490 | 44M | 83.6% | 80 / 187 | 160 / 55 | 5M | 4M |
| Q1 2025 | 468 | 43M | 81.6% | 77 / 201 | 137 / 60 | 5M | 4M |
| Q4 2024 | 457 | 43M | 80.7% | 76 / 163 | 151 / 44 | 4M | 5M |
| Q3 2024 | 434 | 43M | 81.7% | 75 / 123 | 182 / 95 | 9M | 6M |
| Q2 2024 | 459 | 45M | 83.9% | 93 / 157 | 142 / 45 | 6M | 8M |
| Q1 2024 | 416 | 46M | 87.4% | 52 / 156 | 147 / 67 | 6M | 4M |
| Q4 2023 | 435 | 45M | 83.9% | 67 / 154 | 160 / 73 | 8M | 5M |
| Q3 2023 | 445 | 42M | 79.9% | 55 / 145 | 176 / 47 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PCTY | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 1,546,311 | 2.91% | $161.64M | 0.70% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 1,485,337 | 2.80% | $155.26M | 0.12% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,362,150 | 2.57% | $142.39M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 983,001 | 1.85% | $102.75M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 567,972 | 1.07% | $59.37M | 0.13% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 497,994 | 0.94% | $52.06M | 0.05% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 344,879 | 0.65% | $36.05M | 0.24% | Jun 30, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 258,980 | 0.49% | $27.07M | 0.24% | Jun 30, 2026 |
| JPMorgan Value Advantage Fund | 250,588 | 0.47% | $26.19M | 0.30% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 226,423 | 0.43% | $26.02M | 0.06% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 219,518 | 0.41% | $22.95M | 0.12% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 211,338 | 0.40% | $22.09M | 0.18% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 204,143 | 0.38% | $21.34M | 0.59% | Jun 30, 2026 |
| iShares Russell Mid-Cap ETF | 178,441 | 0.34% | $18.65M | 0.03% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 177,975 | 0.34% | $20.45M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Steven R. Beauchamp | Executive Chairman, Director | 1,937,474 | 3.65% | Sep 16, 2026 |
| Toby J. Williams | President and CEO, Director | 327,309 | 0.62% | Aug 19, 2026 |
| Andrew Cappotelli | Sr Vice President Operations | 44,202 | 0.08% | Sep 9, 2026 |
| Joshua Scutt | SVP Chief Revenue Officer | 80,359 | 0.15% | Aug 20, 2026 |
| Nicholas Rost | VP CAO & Treasurer | 13,823 | 0.03% | Aug 20, 2026 |
| Ryan Glenn | Chief Financial Officer | 122,563 | 0.23% | Aug 20, 2026 |
| Melissa Ann King | SVP Product and Technology | 61,299 | 0.12% | Aug 19, 2026 |
| Rachit Lohani | Senior Vice President | 37,748 | 0.07% | Nov 26, 2024 |
| Steven I. Sarowitz | Director, 10% owner | 8,364,871 | 15.77% | Sep 1, 2026 |
| Kenneth B. Robinson | Director | 6,745 | 0.01% | Aug 31, 2026 |
| Craig Conway | Director | 2,207 | 0.00% | Aug 31, 2026 |
| Andres Reiner | Director | 30,593 | 0.06% | Aug 20, 2026 |
| Robin Le Pederson | Director | 9,199 | 0.02% | Aug 18, 2026 |
| Ronald V. Waters | Director | 11,640 | 0.02% | Aug 18, 2026 |
| Virginia G. Breen | Director | 12,501 | 0.02% | Aug 18, 2026 |
| Linda M. Breard | Director | 5,733 | 0.01% | Aug 18, 2026 |
| Bernard Robinson Kenneth | Director | 5,338 | 0.01% | Aug 19, 2025 |
| Jeffrey T. Diehl | Director | 45,673 | 0.09% | Nov 29, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven R. Beauchamp Executive Chairman, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −1,641 | $145.96 | $239.52K | 1,271,748 |
| Steven R. Beauchamp Executive Chairman, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −4,799 | $147.86 | $709.58K | 1,258,489 |
| Steven R. Beauchamp Executive Chairman, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −100 | $148.56 | $14.86K | 1,258,389 |
| Steven R. Beauchamp Executive Chairman, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −8,460 | $147.01 | $1.24M | 1,263,288 |
| Andrew Cappotelli Sr Vice President Operations | Sep 4, 2026 | Sale(10b5-1 plan) | −69 | $152.37 | $10.51K | 44,202 |
| Andrew Cappotelli Sr Vice President Operations | Sep 1, 2026 | Tax withholding | −58 | $160.22 | $9.29K | 44,271 |
| Steven I. Sarowitz Director, 10% owner | Aug 28, 2026 | Sale(10b5-1 plan) | −5 | $159.36 | $797 | 4,448,395 |
| Steven I. Sarowitz Director, 10% owner | Aug 28, 2026 | Sale(10b5-1 plan) | −3,885 | $158.69 | $616.51K | 4,448,400 |
| Steven I. Sarowitz Director, 10% owner | Aug 28, 2026 | Sale(10b5-1 plan) | −1,210 | $158.12 | $191.33K | 4,452,285 |
| Kenneth B. Robinson Director | Aug 27, 2026 | Sale | −800 | $158.41 | $126.73K | 6,745 |
| Craig Conway Director | Aug 27, 2026 | Sale | −3,145 | $156.80 | $493.14K | 2,207 |
| Steven I. Sarowitz Director, 10% owner | Aug 27, 2026 | Sale(10b5-1 plan) | −1,981 | $156.57 | $310.17K | 4,470,148 |
| Steven I. Sarowitz Director, 10% owner | Aug 27, 2026 | Sale(10b5-1 plan) | −825 | $155.53 | $128.31K | 4,472,129 |
| Steven I. Sarowitz Director, 10% owner | Aug 27, 2026 | Sale(10b5-1 plan) | −6,688 | $157.64 | $1.05M | 4,463,460 |
| Steven I. Sarowitz Director, 10% owner | Aug 27, 2026 | Sale(10b5-1 plan) | −9,965 | $158.31 | $1.58M | 4,453,495 |
| Steven I. Sarowitz Director, 10% owner | Aug 24, 2026 | Sale(10b5-1 plan) | −441 | $155.00 | $68.36K | 4,472,954 |
| Steven I. Sarowitz Director, 10% owner | Aug 20, 2026 | Sale(10b5-1 plan) | −1,399 | $150.63 | $210.73K | 4,478,656 |
| Steven I. Sarowitz Director, 10% owner | Aug 20, 2026 | Sale(10b5-1 plan) | −21 | $154.13 | $3.24K | 4,473,395 |
| Steven I. Sarowitz Director, 10% owner | Aug 20, 2026 | Sale(10b5-1 plan) | −635 | $151.44 | $96.16K | 4,478,021 |
| Steven I. Sarowitz Director, 10% owner | Aug 20, 2026 | Sale(10b5-1 plan) | −2,513 | $152.81 | $384.01K | 4,475,508 |
| Steven I. Sarowitz Director, 10% owner | Aug 20, 2026 | Sale(10b5-1 plan) | −2,092 | $153.42 | $320.95K | 4,473,416 |
| Joshua Scutt SVP Chief Revenue Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −100 | $147.60 | $14.76K | 80,359 |
| Joshua Scutt SVP Chief Revenue Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −500 | $150.71 | $75.36K | 75,729 |
| Joshua Scutt SVP Chief Revenue Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −2,803 | $150.02 | $420.51K | 76,229 |
| Joshua Scutt SVP Chief Revenue Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −1,327 | $149.22 | $198.01K | 79,032 |
| Ryan Glenn Chief Financial Officer | Aug 19, 2026 | Sale(10b5-1 plan) | −3,345 | $149.75 | $500.91K | 122,563 |
| Steven I. Sarowitz Director, 10% owner | Aug 19, 2026 | Sale(10b5-1 plan) | −8,531 | $150.20 | $1.28M | 4,480,063 |
| Steven I. Sarowitz Director, 10% owner | Aug 19, 2026 | Sale(10b5-1 plan) | −8 | $151.06 | $1.21K | 4,480,055 |
| Andrew Cappotelli Sr Vice President Operations | Aug 19, 2026 | Sale(10b5-1 plan) | −1,358 | $149.58 | $203.13K | 45,376 |
| Andrew Cappotelli Sr Vice President Operations | Aug 19, 2026 | Sale(10b5-1 plan) | −145 | $147.60 | $21.40K | 46,734 |
| Andrew Cappotelli Sr Vice President Operations | Aug 19, 2026 | Sale(10b5-1 plan) | −245 | $150.99 | $36.99K | 44,329 |
| Andrew Cappotelli Sr Vice President Operations | Aug 19, 2026 | Sale(10b5-1 plan) | −802 | $150.30 | $120.54K | 44,574 |
| Nicholas Rost VP CAO & Treasurer | Aug 18, 2026 | Sale(10b5-1 plan) | −520 | $148.03 | $76.98K | 13,823 |
| Nicholas Rost VP CAO & Treasurer | Aug 17, 2026 | Tax withholding | −314 | $148.28 | $46.56K | 14,343 |
| Toby J. Williams President and CEO, Director | Aug 17, 2026 | Tax withholding | −20,462 | $148.28 | $3.03M | 327,309 |
| Joshua Scutt SVP Chief Revenue Officer | Aug 17, 2026 | Tax withholding | −3,780 | $148.28 | $560.50K | 80,459 |
| Andrew Cappotelli Sr Vice President Operations | Aug 17, 2026 | Tax withholding | −2,063 | $148.28 | $305.90K | 46,879 |
| Melissa Ann King SVP Product and Technology | Aug 17, 2026 | Tax withholding | −1,537 | $148.28 | $227.91K | 61,299 |
| Ryan Glenn Chief Financial Officer | Aug 17, 2026 | Tax withholding | −6,007 | $148.28 | $890.72K | 125,908 |
| Steven R. Beauchamp Executive Chairman, Director | Aug 17, 2026 | Tax withholding | −4,088 | $148.28 | $606.17K | 1,273,389 |
| Andres Reiner Director | Aug 14, 2026 | Award | +2,207 | – | – | 30,593 |
| Toby J. Williams President and CEO, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −100 | $150.76 | $15.08K | 347,771 |
| Toby J. Williams President and CEO, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −1,301 | $149.24 | $194.16K | 347,871 |
| Toby J. Williams President and CEO, Director | Aug 14, 2026 | Award | +74,293 | – | – | 272,352 |
| Toby J. Williams President and CEO, Director | Aug 14, 2026 | Award | +44,383 | – | – | 316,735 |
| Toby J. Williams President and CEO, Director | Aug 14, 2026 | Award | +43,036 | – | – | 359,771 |
| Toby J. Williams President and CEO, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −9,699 | $148.53 | $1.44M | 349,172 |
| Toby J. Williams President and CEO, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −900 | $147.08 | $132.37K | 358,871 |
| Craig Conway Director | Aug 14, 2026 | Award | +2,207 | – | – | 5,352 |
| Kenneth B. Robinson Director | Aug 14, 2026 | Award | +2,207 | – | – | 7,545 |
| Virginia G. Breen Director | Aug 14, 2026 | Award | +2,207 | – | – | 12,501 |
| Ronald V. Waters Director | Aug 14, 2026 | Award | +2,207 | – | – | 11,640 |
| Andrew Cappotelli Sr Vice President Operations | Aug 14, 2026 | Award | +4,351 | – | – | 48,942 |
| Andrew Cappotelli Sr Vice President Operations | Aug 14, 2026 | Award | +4,695 | – | – | 44,591 |
| Andrew Cappotelli Sr Vice President Operations | Aug 14, 2026 | Award | +22,346 | – | – | 39,896 |
| Robin Le Pederson Director | Aug 14, 2026 | Award | +2,207 | – | – | 9,199 |
| Steven R. Beauchamp Executive Chairman, Director | Aug 14, 2026 | Award | +6,094 | – | – | 1,285,248 |
| Steven R. Beauchamp Executive Chairman, Director | Aug 14, 2026 | Award | +10,201 | – | – | 1,279,154 |
| Steven R. Beauchamp Executive Chairman, Director | Aug 14, 2026 | Award | +7,229 | – | – | 1,292,477 |
| Steven R. Beauchamp Executive Chairman, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −1,200 | $147.23 | $176.68K | 1,291,277 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Cappotelli Andrew Officer | Sep 4, 2026 | 69 | $10.66K | Sep 4, 2026 | Restricted Stock Units |
| B. Robinson Kenneth Director | Aug 27, 2026 | 800 | $126.73K | Aug 27, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Conway Craig Director | Aug 27, 2026 | 3,145 | $493.12K | Aug 27, 2026 | Restricted Stock Vesting Under a Registered Plan |
| I. Sarowitz Steven Director | Aug 24, 2026 | 75,000 | $11.50M | Aug 24, 2026 | Employment / IPO |
| Cappotelli Andrew Officer | Aug 19, 2026 | 2,550 | $375.67K | Aug 19, 2026 | Restricted Stock Units and Performance Stock Units |
| Scutt Joshua Officer | Aug 19, 2026 | 4,730 | $696.82K | Aug 19, 2026 | Restricted Stock Units |
| Glenn Ryan Officer | Aug 19, 2026 | 3,346 | $492.93K | Aug 19, 2026 | Restricted Stock Units |
| Rost Nicholas Officer | Aug 18, 2026 | 520 | $75.64K | Aug 18, 2026 | Restricted Stock Units |
| Raymond Beauchamp Steven Director, Officer | Aug 14, 2026 | 45,000 | $6.87M | Aug 14, 2026 | Founders Shares |
| Williams Toby Officer | Aug 14, 2026 | 12,000 | $1.83M | Aug 14, 2026 | RSU/PSU |
| Joshua Scutt Policy-Making Officer | Aug 13, 2026 | 118 | $17.22K | Aug 11, 2026 | Stock Award |
| I. Sarowitz Steven Director | Aug 6, 2026 | 75,000 | $11.09M | Aug 6, 2026 | Employment / IPO |
| Cappotelli Andrew Officer | Jun 4, 2026 | 70 | $7.90K | Jun 4, 2026 | Restricted Stock Units |
| Glenn Ryan Officer | Jun 1, 2026 | 1,034 | $118.84K | Jun 1, 2026 | Restricted Stock Units |
| Rost Nicholas Officer | May 19, 2026 | 521 | $58.86K | May 19, 2026 | Restricted Stock Units |