Public record / Tickers / PCTY

PCTY — Paylocity Holding Corp†

Both disclosure regimes on one name: who in Congress filed about PCTY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
12
all PTR rows naming PCTY
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-13
filed 2025-02-13
13F holders
396
top-396 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

BUY · traded 2019-04-17 → filed 2019-04-26. Ranked over every PCTY row by the provable lower bound, never a point estimate.

No member disclosed PCTY in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PCTY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PCTY
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-02-13Robert P. Bresnahan, Jr. R–PA-8SELL JT (jointly owned)Traded 01-13 +31d$1K–$15K
2022-11-10Josh Gottheimer D–NJ-5SELL JT (jointly owned)Traded 10-11 +30d$1K–$15K
2022-10-16Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 09-21 +25d$1K–$15K
2021-11-15Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 10-01 +45d$1K–$15K
2020-12-15Gilbert Ray Cisneros, Jr. D–CA-31SELL partial (partial sale)Traded 11-24 +21d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 12 ↗

Members active in PCTY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed PCTY in the trailing 12 months.

Congress ↔ notable managers · PCTY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $22.0M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PAYLOCITY HLDG CORP

Merged timeline of congressional filings and notable-manager moves on PCTY
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+125,517 sh
2026-05-15Bridgewater Associates 13FTRIM−16,417 sh
2026-05-15Moore Capital Management 13FEXIT−3,267 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PCTY for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$474M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$235M1
3VANGUARD CAPITAL MANAGEMENT LLC$211M1
4CITADEL ADVISORS LLC$186M1
5STATE STREET CORP$145M1
6MORGAN STANLEY$144M1
7AQR CAPITAL MANAGEMENT LLC$123M1
8TWO SIGMA INVESTMENTS, LP$122M1
9Point72 Asset Management, L.P.$120M1
10WASATCH ADVISORS LP$87.3M1
11D. E. Shaw & Co., Inc.$78.0M1
12MILLENNIUM MANAGEMENT LLC$66.3M1
13Amundi$65.5M1
14DIMENSIONAL FUND ADVISORS LP$64.8M1
15Quantinno Capital Management LP$54.3M1
16Janus Henderson Group Ltd.$48.9M1
17BANK OF AMERICA CORP /DE/$48.6M1
18NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$48.1M1
19UBS Group AG$47.4M1
20Assenagon Asset Management S.A.$44.4M1
21NORTHERN TRUST CORP$43.8M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$40.2M1
23DEUTSCHE BANK AG\$39.7M1
24Qube Research & Technologies Ltd$35.7M1
25Alyeska Investment Group, L.P.$34.9M1
26Walleye Capital LLC$33.7M1
27VANGUARD FIDUCIARY TRUST CO$29.9M1
28Engineers Gate Manager LP$28.2M1
29TD ASSET MANAGEMENT INC$27.8M1
30BARCLAYS PLC$26.8M1
31RENAISSANCE TECHNOLOGIES LLC$25.4M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$25.2M1
33Gotham Asset Management, LLC$22.0M1
34FIRST TRUST ADVISORS LP$18.8M1
35FEDERATED HERMES, INC.$18.4M1
36Squarepoint Ops LLC$17.8M1
37Invesco Ltd.$17.5M1
38Schonfeld Strategic Advisors LLC$16.8M1
39Trexquant Investment LP$16.1M1
40WELLINGTON MANAGEMENT GROUP LLP$14.9M1
41ROYAL BANK OF CANADA$14.5M1
42CANADA PENSION PLAN INVESTMENT BOARD$14.3M1
43Nuveen, LLC$13.6M1
44HighTower Advisors, LLC$13.5M1
45ExodusPoint Capital Management, LP$13.4M1
46BALYASNY ASSET MANAGEMENT L.P.$12.9M1
47ENVESTNET ASSET MANAGEMENT INC$12.0M1
48UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.9M1
49Corient Private Wealth LLC$11.7M1
50PRINCIPAL FINANCIAL GROUP INC$10.6M1
51SEI INVESTMENTS CO$10.3M1
52VOLORIDGE INVESTMENT MANAGEMENT, LLC$9.9M1
53CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$9.9M1
54TRILLIUM ASSET MANAGEMENT, LLC$9.9M1
55FMR LLC$9.4M1
56Swiss National Bank$9.3M1
57Invenomic Capital Management LP$9.3M1
58BNP Paribas Asset Management Holding S.A.$9.1M1
59Holocene Advisors, LP$8.7M1
60IEQ CAPITAL, LLC$8.5M1
61BLAIR WILLIAM & CO/IL$8.3M1
62Jain Global LLC$8.2M1
63Retirement Systems of Alabama$8.0M1
64ALLIANCEBERNSTEIN L.P.$7.7M1
65PUBLIC SECTOR PENSION INVESTMENT BOARD$6.8M1
66Man Group plc$6.6M1
67Swedbank AB$6.5M1
68Verition Fund Management LLC$6.4M1
69Cerity Partners LLC$6.4M1
70Legal & General Group Plc$6.4M1
71Creative Planning$6.1M1
72CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$5.5M1
73CITIGROUP INC$5.4M1
74Mariner, LLC$5.4M1
75Granite Investment Partners, LLC$5.1M1
76Connor, Clark & Lunn Investment Management Ltd.$5.0M1
77STATE OF WISCONSIN INVESTMENT BOARD$4.5M1
78FRANKLIN RESOURCES INC$4.5M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$4.4M1
80VANGUARD ASSET MANAGEMENT, Ltd$4.4M1
81Merit Financial Group, LLC$4.0M1
82Bronte Capital Management Pty Ltd.$4.0M1
83Bell Asset Management Ltd$3.5M1
84OPPENHEIMER ASSET MANAGEMENT INC.$3.5M1
85Aquatic Capital Management LLC$3.3M1
86MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.3M1
87Focus Partners Wealth$3.2M1
88VICTORY CAPITAL MANAGEMENT INC$3.2M1
89CWM, LLC$3.1M1
90Edgestream Partners, L.P.$3.1M1
91Sovereign's Capital Management, LLC$3.0M1
92OSSIAM$3.0M1
93MERCER GLOBAL ADVISORS INC /ADV$2.9M1
94OCCUDO QUANTITATIVE STRATEGIES LP$2.9M1
95WELLS FARGO & COMPANY/MN$2.8M1
96Ruffer LLP$2.8M1
97LAZARD ASSET MANAGEMENT LLC$2.8M1
98BW Gestao de Investimentos Ltda.$2.8M1
99AMERICAN CENTURY COMPANIES INC$2.7M1
100ALKEON CAPITAL MANAGEMENT LLC$2.7M1
101MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.6M1
102WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.4M1
103Bridgewater Associates, LP$2.4M1
104VARCOV Co.$2.3M1
105State of New Jersey Common Pension Fund D$2.2M1
106Zurcher Kantonalbank (Zurich Cantonalbank)$2.2M1
107SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.2M1
108Universal- Beteiligungs- und Servicegesellschaft mbH$2.2M1
109LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.2M1
110Oak Thistle LLC$2.2M1
111FIFTH THIRD BANCORP$2.1M1
112Kestra Investment Management, LLC$2.1M1
113RAYMOND JAMES FINANCIAL INC$2.1M1
114SEB Asset Management AB$2.1M1
115VOYA INVESTMENT MANAGEMENT LLC$2.1M1
116Summit Trail Advisors, LLC$2.0M1
117Vanguard Global Advisers, LLC$1.9M1
118Archford Capital Strategies, LLC$1.8M1
119STIFEL FINANCIAL CORP$1.7M1
120WORLDQUANT MILLENNIUM ADVISORS LLC$1.6M1
121LPL Financial LLC$1.6M1
122Brevan Howard Capital Management LP$1.5M1
123Dynamic Technology Lab Private Ltd$1.5M1
124TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
125SummitTX Capital, L.P.$1.4M1
126Elo Mutual Pension Insurance Co$1.4M1
127FOX RUN MANAGEMENT, L.L.C.$1.4M1
128Arizona State Retirement System$1.3M1
129Quadrature Capital Ltd$1.3M1
130HSBC HOLDINGS PLC$1.3M1
131Vanguard Personalized Indexing Management, LLC$1.2M1
132COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.2M1
133Vanguard Investments Australia, Ltd.$1.2M1
134STATE OF MICHIGAN RETIREMENT SYSTEM$1.1M1
135AlphaCore Capital LLC$1.1M1
136NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.1M1
137Chicago Partners Investment Group LLC$1.1M1
138New Age Alpha Advisors, LLC$1.0M1
139XPONANCE LLC$1.0M1
140OREGON PUBLIC EMPLOYEES RETIREMENT FUND$965K1
141Pathstone Holdings, LLC$942K1
142Kestra Advisory Services, LLC$939K1
143Alamar Capital Management, LLC$924K1
144JOHNSON INVESTMENT COUNSEL INC$919K1
145Fieldview Capital Management, LLC$897K1
146Cetera Investment Advisers$897K1
147PRUDENTIAL FINANCIAL INC$878K1
148Ameritas Investment Partners, Inc.$872K1
149BANK OF NOVA SCOTIA$843K1
150Chicago Capital, LLC$831K1
151Orion Porfolio Solutions, LLC$824K1
152Fisher Asset Management, LLC$822K1
153Pictet Asset Management Holding SA$806K1
154Keeler Thomas Management LLC$794K1
155Y-Intercept (Hong Kong) Ltd$782K1
156Aaron Wealth Advisors LLC$772K1
157Smith Group Asset Management, LLC$746K1
158ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$717K1
159BANK OF MONTREAL /CAN/$691K1
160US BANCORP \DE\$689K1
161EntryPoint Capital, LLC$663K1
162Jefferies Financial Group Inc.$660K1
163Inscription Capital, LLC$650K1
164Union Bancaire Privee, UBP SA$644K1
165COMMONWEALTH EQUITY SERVICES, LLC$630K1
166GUGGENHEIM CAPITAL LLC$614K1
167NewEdge Advisors, LLC$612K1
168TRUIST FINANCIAL CORP$599K1
169Bridgefront Capital, LLC$580K1
170Atria Investments, Inc$545K1
171Caprock Group, LLC$544K1
172Farringdon Capital, Ltd.$515K1
173Focus Partners Advisor Solutions, LLC$512K1
174Swiss Life Asset Management Ltd$500K1
175Baker Avenue Asset Management, LP$497K1
176Kera Capital Partners, Inc.$492K1
177ALPS ADVISORS INC$489K1
178EVERGREEN CAPITAL MANAGEMENT LLC$469K1
179SIGNATUREFD, LLC$465K1
180ROYCE & ASSOCIATES LP$463K1
181Freestone Grove Partners LP$446K1
182Ensign Peak Advisors, Inc$440K1
183Qsemble Capital Management, LP$431K1
184DRW Securities, LLC$397K1
185BOOTHBAY FUND MANAGEMENT, LLC$394K1
186NorthCrest Asset Manangement, LLC$391K1
187Bull Harbor Capital LLC$350K1
188Peterson Wealth Services$348K1
189Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$347K1
190TORONTO DOMINION BANK$342K1
191SECURIAN ASSET MANAGEMENT, INC$341K1
192Federation des caisses Desjardins du Quebec$340K1
193iSAM Funds (UK) Ltd$335K1
194Frec Markets, Inc.$332K1
195Empowered Funds, LLC$326K1
196CAPSTONE INVESTMENT ADVISORS, LLC$317K1
197M&T BANK CORP$317K1
198HUB Investment Partners, LLC$316K1
199LAKE STREET PRIVATE WEALTH, LLC$308K1
200Lifestyle Asset Management, Inc.$303K1
201Arax Advisory Partners$300K1
202Diversified Trust Co$298K1
203HB Wealth Management, LLC$296K1
204Callan Family Office, LLC$292K1
205QUADRANT CAPITAL GROUP LLC$292K1
206Waverly Advisors, LLC$276K1
207Graham Capital Management, L.P.$272K1
208Vident Advisory, LLC$272K1
209CIBC Bancorp USA Inc.$272K1
210Linden Thomas Advisory Services, LLC$266K1
211R Squared Ltd$263K1
212Machina Capital S.A.S.$262K1
213Cresset Asset Management, LLC$261K1
214MAI Capital Management$259K1
215Crossmark Global Holdings, Inc.$259K1
216Utah Retirement Systems$257K1
217Gilbert & Cook, Inc.$251K1
218OXFORD FINANCIAL GROUP, LTD. LLC$249K1
219Caitlin John, LLC$247K1
220Krilogy Financial LLC$245K1
221NOMURA HOLDINGS INC$244K1
222Sanctuary Advisors, LLC$243K1
223SAGESPRING WEALTH PARTNERS, LLC$242K1
224MIRABELLA FINANCIAL SERVICES LLP$241K1
225Knollwood Investment Advisory, LLC$238K1
226MML INVESTORS SERVICES, LLC$236K1
227Integrated Quantitative Investments LLC$234K1
228NEW YORK LIFE INVESTMENT MANAGEMENT LLC$232K1
229Savant Capital, LLC$230K1
230Lido Advisors, LLC$230K1
231WEALTH ALLIANCE, LLC$221K1
232Maryland State Retirement & Pension System$219K1
233Optas, LLC$217K1
234Parkside Financial Bank & Trust$217K1
235Wedmont Private Capital$215K1
236Pallas Capital Advisors LLC$213K1
237COMMERCE BANK$211K1
238ProShare Advisors LLC$208K1
239SIMPLEX TRADING, LLC$204K1
240Fideuram Asset Management (Ireland) dac$202K1
241Eurizon SLJ Capital Ltd$195K1
242World Investment Advisors$193K1
243Allworth Financial LP$190K1
244Kemnay Advisory Services Inc.$147K1
245Tower Research Capital LLC (TRC)$141K1
246Van Berkom & Associates Inc.$133K1
247OSAIC HOLDINGS, INC.$119K1
248UMB Bank, n.a.$101K1
249Eurizon Capital SGR S.p.A.$100.0K1
250State of Wyoming$93.0K1
251Larson Financial Group LLC$86.8K1
252Geneos Wealth Management Inc.$82.4K1
253Quarry LP$78.7K1
254Walleye Trading LLC$76.0K1
255DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$74.5K1
256Banque Cantonale Vaudoise$40.0K1
257Rockefeller Capital Management L.P.$37.5K1
258Gillson Capital LP$36.9K1
259Blue Trust, Inc.$35.8K1
260Smartleaf Asset Management LLC$35.2K1
261SUMMIT SECURITIES GROUP LLC$32.4K1
262True Wealth Design, LLC$32.2K1
263MATHER GROUP, LLC.$28.7K1
264Optiver Holding B.V.$26.0K1
265Advisors Asset Management, Inc.$24.3K1
266ASSETMARK, INC$12.5K1
267LORD, ABBETT & CO. LLC$12.1K1
268Meramec Financial Planners, LLC$11.8K1
269JPL Wealth Management, LLC$10.7K1
270Mitsubishi UFJ Asset Management Co., Ltd.$10.0K1
271Steward Partners Investment Advisory, LLC$9.6K1
272Owl Creek Wealth Partners LLC$8.6K1
273HRT FINANCIAL LP$8.5K1
274Bell Investment Advisors, Inc$8.0K1
275Pinnacle Wealth Planning Services, Inc.$6.6K1
276INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6.5K1
277CANADA LIFE ASSURANCE Co$6.2K1
278ELEVATION WEALTH PARTNERS, LLC$6.2K1
279Harel Insurance Investments & Financial Services Ltd.$5.6K1
280ALGERT GLOBAL LLC$5.5K1
281ACADIAN ASSET MANAGEMENT LLC$4.6K1
282GHP Investment Advisors, Inc.$4.5K1
283Hilltop National Bank$4.2K1
284SJS Investment Consulting Inc.$3.9K1
285Murphy & Mullick Capital Management Corp$3.8K1
286SouthState Bank Corp$3.5K1
287Transamerica Financial Advisors, LLC$2.7K1
288MV CAPITAL MANAGEMENT, INC.$2.6K1
289Kilter Group LLC$2.5K1
290Private Wealth Management Group, LLC$2.3K1
291AMALGAMATED BANK$2.3K1
292Rialto Wealth Management, LLC$2.2K1
293CVA Family Office, LLC$2.1K1
294Treasurer of the State of North Carolina$2.0K1
295Vestcor Inc$1.8K1
296NATIXIS ADVISORS, LLC$1.6K1
297KBC Group NV$1.5K1
298SHP Wealth Management$1.4K1
299THRIVENT FINANCIAL FOR LUTHERANS$1.4K1
300JNBA Financial Advisors$1.2K1
301Spire Wealth Management$1.2K1
302Clearstead Advisors, LLC$1.1K1
303Quaker Wealth Management, LLC$9731
304NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8641
305JFS WEALTH ADVISORS, LLC$7571
306Cromwell Holdings LLC$7561
307Signature Equity Partners, LLC$7561
308AMERIFLEX GROUP, INC.$6481
309State of Alaska, Department of Revenue$4571
310Leonteq Securities AG$4321
311Physician Wealth Advisors, Inc.$3251
312American Capital Advisory, LLC$3251
313Keating Financial Advisory Services, Inc.$3241
314PARK AVENUE SECURITIES LLC$2401
315Rakuten Securities, Inc.$2161
316Manchester Capital Management LLC$1091
317DiNuzzo Private Wealth, Inc.$1091
3183 FACTOR INDEXING, LLC$1091
319Activest Wealth Management$1081
320Employees Retirement System of Texas$111
321Roble, Belko & Company, Inc$101
322Capital Advisors, Ltd. LLC$41
323Avion Wealth$31
324Investors Portfolio Services LLC$01
325VANGUARD GROUP INC— value not disclosed1
326&PARTNERS— value not disclosed1
327HARBOUR INVESTMENTS, INC.— value not disclosed1
328JONES FINANCIAL COMPANIES LLLP— value not disclosed1
329COMERICA BANK— value not disclosed1
330WASHINGTON CAPITAL MANAGEMENT, INC— value not disclosed1
331BURNEY CO/— value not disclosed1
332RENAISSANCE GROUP LLC— value not disclosed1
333SHELTON CAPITAL MANAGEMENT— value not disclosed1
334VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
335TOMPKINS FINANCIAL CORP— value not disclosed1
336ROBERTS GLORE & CO INC /IL/— value not disclosed1
337CIBC Asset Management Inc— value not disclosed1
338ING GROEP NV— value not disclosed1
339OMERS ADMINISTRATION Corp— value not disclosed1
340NOMURA ASSET MANAGEMENT CO LTD— value not disclosed1
341INTECH INVESTMENT MANAGEMENT LLC— value not disclosed1
342Conestoga Capital Advisors, LLC— value not disclosed1
343NATIXIS— value not disclosed1
344REGIONS FINANCIAL CORP— value not disclosed1
345CIBC Private Wealth Group LLC— value not disclosed1
346TimesSquare Capital Management, LLC— value not disclosed1
347Curi Capital, LLC— value not disclosed1
348NORGES BANK— value not disclosed1
349MOORE CAPITAL MANAGEMENT, LP— value not disclosed1
350TWO SIGMA SECURITIES, LLC— value not disclosed1
351BENJAMIN EDWARDS INC— value not disclosed1
352DekaBank Deutsche Girozentrale— value not disclosed1
353EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
354Alberta Investment Management Corp— value not disclosed1
355TWO SIGMA ADVISERS, LP— value not disclosed1
356Skandinaviska Enskilda Banken AB (publ)— value not disclosed1
357Allianz Asset Management GmbH— value not disclosed1
358EP Wealth Advisors, LLC— value not disclosed1
359Headlands Technologies LLC— value not disclosed1
360J2 Capital Management Inc— value not disclosed1
361JANE STREET GROUP, LLC— value not disclosed1
362MUFG Securities EMEA plc— value not disclosed1
363Tidal Investments LLC— value not disclosed1
364ARMISTICE CAPITAL, LLC— value not disclosed1
365CHOREO, LLC— value not disclosed1
366MGO ONE SEVEN LLC— value not disclosed1
367Global Retirement Partners, LLC— value not disclosed1
368Salomon & Ludwin, LLC— value not disclosed1
369Yarbrough Capital, LLC— value not disclosed1
370CBIZ Investment Advisory Services, LLC— value not disclosed1
371SkyOak Wealth, LLC— value not disclosed1
372CERTUITY, LLC— value not disclosed1
373Keebeck Wealth Management— value not disclosed1
374INCEPTIONR LLC— value not disclosed1
375XTX Topco Ltd— value not disclosed1
376Interchange Capital Partners, LLC— value not disclosed1
377Caerus Investment Advisors, LLC— value not disclosed1
378Y.D. More Investments Ltd— value not disclosed1
379AlphaQuest LLC— value not disclosed1
380Greenland Capital Management LP— value not disclosed1
381SageView Advisory Group, LLC— value not disclosed1
382Dunhill Financial, LLC— value not disclosed1
383Gallacher Capital Management LLC— value not disclosed1
384Envestnet Portfolio Solutions, Inc.— value not disclosed1
385Modern Wealth Management, LLC— value not disclosed1
386BARTLETT & CO. WEALTH MANAGEMENT LLC— value not disclosed1
387Sachetta, LLC— value not disclosed1
388Sivia Capital Partners, LLC— value not disclosed1
389Havemeyer Place LP— value not disclosed1
390Sone Capital Management, LLC— value not disclosed1
391Aster Capital Management (DIFC) Ltd— value not disclosed1
392Longaeva Partners L.P.— value not disclosed1
393North Dakota State Investment Board— value not disclosed1
394OPTIMA CAPITAL LLC— value not disclosed1
395Dockside LLC— value not disclosed1
396EVOLVE PRIVATE WEALTH, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 324 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PCTY

RETAINED WINDOW · ACTIVE HITS

Zero hits on PCTY in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PCTY · financials and macro

Financials — as filed PLANNED

PCTY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PCTY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing