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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-02-13Robert P. Bresnahan, Jr. R–PA-8Sale · JT (jointly owned)Traded 01-13 +31d$1K–$15K
2022-11-10Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 10-11 +30d$1K–$15K
2022-10-16Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 09-21 +25d$1K–$15K
2021-11-15Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 10-01 +45d$1K–$15K
2020-12-15Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 11-24 +21d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
326&PARTNERS$01
327HARBOUR INVESTMENTS, INC.$01
328JONES FINANCIAL COMPANIES LLLP$01
329COMERICA BANK$01
330WASHINGTON CAPITAL MANAGEMENT, INC$01
331BURNEY CO/$01
332RENAISSANCE GROUP LLC$01
333SHELTON CAPITAL MANAGEMENT$01
334VIRGINIA RETIREMENT SYSTEMS ET Al$01
335TOMPKINS FINANCIAL CORP$01
336ROBERTS GLORE & CO INC /IL/$01
337CIBC Asset Management Inc$01
338ING GROEP NV$01
339OMERS ADMINISTRATION Corp$01
340NOMURA ASSET MANAGEMENT CO LTD$01
341INTECH INVESTMENT MANAGEMENT LLC$01
342Conestoga Capital Advisors, LLC$01
343NATIXIS$01
344REGIONS FINANCIAL CORP$01
345CIBC Private Wealth Group LLC$01
346TimesSquare Capital Management, LLC$01
347Curi Capital, LLC$01
348NORGES BANK$01
349MOORE CAPITAL MANAGEMENT, LP$01
350TWO SIGMA SECURITIES, LLC$01
351BENJAMIN EDWARDS INC$01
352DekaBank Deutsche Girozentrale$01
353EXCHANGE TRADED CONCEPTS, LLC$01
354Alberta Investment Management Corp$01
355TWO SIGMA ADVISERS, LP$01
356Skandinaviska Enskilda Banken AB (publ)$01
357Allianz Asset Management GmbH$01
358EP Wealth Advisors, LLC$01
359Headlands Technologies LLC$01
360J2 Capital Management Inc$01
361JANE STREET GROUP, LLC$01
362MUFG Securities EMEA plc$01
363Tidal Investments LLC$01
364ARMISTICE CAPITAL, LLC$01
365CHOREO, LLC$01
366MGO ONE SEVEN LLC$01
367Global Retirement Partners, LLC$01
368Salomon & Ludwin, LLC$01
369Yarbrough Capital, LLC$01
370CBIZ Investment Advisory Services, LLC$01
371SkyOak Wealth, LLC$01
372CERTUITY, LLC$01
373Keebeck Wealth Management$01
374INCEPTIONR LLC$01
375XTX Topco Ltd$01
376Interchange Capital Partners, LLC$01
377Caerus Investment Advisors, LLC$01
378Y.D. More Investments Ltd$01
379AlphaQuest LLC$01
380Greenland Capital Management LP$01
381SageView Advisory Group, LLC$01
382Dunhill Financial, LLC$01
383Gallacher Capital Management LLC$01
384Envestnet Portfolio Solutions, Inc.$01
385Modern Wealth Management, LLC$01
386BARTLETT & CO. WEALTH MANAGEMENT LLC$01
387Sachetta, LLC$01
388Sivia Capital Partners, LLC$01
389Havemeyer Place LP$01
390Sone Capital Management, LLC$01
391Aster Capital Management (DIFC) Ltd$01
392Longaeva Partners L.P.$01
393North Dakota State Investment Board$01
394OPTIMA CAPITAL LLC$01
395Dockside LLC$01
396EVOLVE PRIVATE WEALTH, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 396 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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