Fund shareholders of Paylocity Holding Corp
ISIN US70438V1061 · United States · LEI 549300VH75FTB4DIEE07
- Fund shareholders
- 395
- Of which ETFs
- 102 293 other funds
- Value held
- 1.7B $ 95.4M SEK · 739.6K €
- Share of capital
- 30.6 % of 53.1M shares on Jul 29, 2026
395 funds hold this company. This table lists the 393 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 726 | 78.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 726 | 77.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 723 | 76.3K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/JPMorgan Global Allocation Fund JNL Series Trust | 701 | 75.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 700 | 74.5K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 693 | 73.8K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 668 | 72.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 666 | 70.9K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 665 | 71.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Fund VALIC Co I | 659 | 70.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust | 654 | 69K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 621 | 67.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 609 | 65.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR MS Fusion Fund AQR Funds | 586 | 63.3K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 560 | 59.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 536 | 56.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 506 | 54.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 491 | 51.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 482 | 52.1K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 467 | 49.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 455 | 49.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Internet Fund Rydex Series Funds | 448 | 48.4K $ | 0.38 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P MidCap 400 Pure Growth Fund Rydex Variable Trust | 432 | 46.7K $ | 0.34 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 417 | 45.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 409 | 44.2K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 400 | 43.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 375 | 40.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 371 | 39.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 365 | 38.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 350 | 36.9K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 349 | 37.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 345 | 37.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 306 | 33.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 298 | 32.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 298 | 31.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Gotham Neutral Fund FundVantage Trust | 293 | 31.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 290 | 31.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 285 | 30.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 277 | 29.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 266 | 28.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 263 | 28K $ | 0.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 258 | 27.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 242 | 25.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 240 | 25.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 239 | 25.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 228 | 24.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 225 | 24.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 219 | 23.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 218 | 23.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 214 | 22.6K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 191 | 20.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 182 | 19.4K $ | 0.01 % | 0.00 % | as of Feb 27, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 180 | 19K $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 176 | 19K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 162 | 17.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 160 | 17.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 157 | 17K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Internet Fund Rydex Variable Trust | 141 | 15.2K $ | 0.37 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 138 | 14.7K $ | 0.16 % | 0.00 % | as of Feb 28, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 136 | 14.7K $ | 0.39 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 122 | 13.2K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 122 | 12.9K $ | 0.26 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Mid Core ETF J.P. Morgan Exchange-Traded Fund Trust | 119 | 12.9K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 116 | 12.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 113 | 11.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Value ETF Columbia ETF Trust I | 113 | 11.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Pacer S&P MidCap 400 Quality FCF Aristocrats ETF Pacer Funds Trust | 113 | 11.9K $ | 1.21 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares MSCI Transformational Changes ETF ProShares Trust | 111 | 11.8K $ | 0.16 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 98 | 10.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. MidCap Quality Growth Fund WisdomTree Trust | 97 | 10.5K $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 91 | 9.8K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 84 | 8.9K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 70 | 7.6K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Innovation Leaders ETF T. Rowe Price Exchange-Traded Funds, Inc. | 68 | 7.3K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 55 | 5.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 55 | 5.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 54 | 5.8K $ | 1.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Nasdaq Cloud Computing ProShares Trust | 52 | 5.5K $ | 0.40 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 51 | 5.5K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 50 | 5.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 48 | 5.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 47 | 5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust | 44 | 4.6K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 36 | 3.9K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 33 | 3.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 33 | 3.6K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 23 | 2.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 19 | 2.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 16 | 1.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 9 | 958.4 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ABANCA RENTA VARIABLE CRECIMIENTO, FI ABANCA GESTION DE ACTIVOS, SGIIC, SA | 550.5K € | 0.57 % | as of Dec 31, 2025 ↗ | ||
| RENTA 4 MEGATENDENCIAS, FI RENTA 4 MEGATENDENCIAS / TECNOLOGIA RENTA 4 GESTORA, S.G.I.I.C., S.A. | 128.4K € | 0.65 % | as of Dec 31, 2025 ↗ | ||
| PARADIGMA64CHESS, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 60.8K € | 1.77 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Pictet - Human Pictet Asset Management (Europe) S.A. | 2.74 % | as of Sep 30, 2025 ↗ |
| Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | 2.61 % | as of Mar 31, 2026 ↗ |
| Harbor Active Small Cap ETF Harbor ETF Trust | 2.58 % | as of Apr 30, 2026 ↗ |
| Edmond de Rothschild Fund - Human Capital Edmond de Rothschild Asset Management (Luxembourg) | 2.29 % | as of Mar 31, 2025 ↗ |
| Sovereign's Capital Flourish Fund Elevation Series Trust | 1.80 % | as of Apr 30, 2026 ↗ |
| PARADIGMA64CHESS, SICAV, S.A. GESIURIS ASSET MANAGEMENT, SGIIC, S.A. | 1.77 % | as of Dec 31, 2025 ↗ |
| WisdomTree Cloud Computing Fund WisdomTree Trust | 1.59 % | as of Mar 31, 2026 ↗ |
| Transamerica Small Cap Growth TRANSAMERICA FUNDS | 1.58 % | as of Apr 30, 2026 ↗ |
| Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 1.57 % | as of Apr 30, 2026 ↗ |
| BLACK OAK EMERGING TECHNOLOGY FUND Oak Associates Funds | 1.52 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 386 | +8 | 16,147,852 | +3.1 % |
| 2026Q1 | 378 | -47 | 15,656,684 | -9.6 % |
| 2025Q4 | 425 | -31 | 17,311,361 | -16.6 % |
| 2025Q3 | 456 | +4 | 20,751,060 | -6.1 % |
| 2025Q2 | 452 | +19 | 22,102,185 | -2.5 % |
| 2025Q1 | 433 | +44 | 22,668,995 | +2.4 % |
| 2024Q4 | 389 | -14 | 22,129,309 | +3.4 % |
| 2024Q3 | 403 | -13 | 21,398,647 | -10.3 % |
| 2024Q2 | 416 | -27 | 23,854,920 | +5.9 % |
| 2024Q1 | 443 | -6 | 22,535,406 | +7.4 % |
| 2023Q4 | 449 | 20,990,753 |
Institutional managers
434 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,387,826 | 474.1M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 4,040,187 | 436.5K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,725,680 | 186.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,340,122 | 144.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,336,720 | 144.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,290,832 | 139.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,135,598 | 122.7M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 1,132,673 | 122.4M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 1,108,414 | 119.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 904,981 | 98.3M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 808,012 | 87.3M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 721,729 | 78M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 665,270 | 71.9M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 642,186 | 69.4K $ | as of Mar 31, 2026 |
| Van Berkom & Associates Inc. | 616,407 | 66.6K $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 614,007 | 66.3M $ | as of Mar 31, 2026 |
| Amundi | 606,158 | 65.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 600,205 | 64.8M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 502,913 | 54.3M $ | as of Mar 31, 2026 |
| RIVERBRIDGE PARTNERS LLC | 462,019 | 49.9M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 452,153 | 48.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 449,722 | 48.6M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 445,658 | 48.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 438,848 | 47.4M $ | as of Mar 31, 2026 |
| Assenagon Asset Management S.A. | 410,728 | 44.4M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Paylocity Holding Corp". https://titelia.com/en/stocks/paylocity-holding-corp-US70438V1061