Curated Wealth Partners LLC Buys New Stake in Paylocity Holding Corporation $PCTY

Posted by George Bondi on Oct 17th, 2026

Curated Wealth Partners LLC bought a new position in Paylocity Holding Corporation (NASDAQ:PCTY – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 3,496 shares of the software maker’s stock, valued at approximately $498,000.

Other large investors also recently modified their holdings of the company. Optiver Holding B.V. increased its stake in Paylocity by 5,925.0% during the first quarter. Optiver Holding B.V. now owns 241 shares of the software maker’s stock valued at $26,000 after acquiring an additional 237 shares during the period. Global Retirement Partners LLC acquired a new stake in shares of Paylocity in the second quarter valued at $27,000. Basecamp Wealth Advisors LLC raised its stake in shares of Paylocity by 4,250.0% in the first quarter. Basecamp Wealth Advisors LLC now owns 261 shares of the software maker’s stock worth $28,000 after acquiring an additional 255 shares during the last quarter. Elevation Wealth Partners LLC boosted its stake in shares of Paylocity by 500.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 342 shares of the software maker’s stock valued at $36,000 after purchasing an additional 285 shares during the last quarter. Finally, Parallel Advisors LLC boosted its stake in Paylocity by 58.8% in the first quarter. Parallel Advisors LLC now owns 451 shares of the software maker’s stock valued at $49,000 after acquiring an additional 167 shares during the last quarter. 94.76% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. UBS Group set a $175.00 target price on Paylocity in a research report on Tuesday, September 29th. Weiss Ratings raised shares of Paylocity from a “hold (c-)” rating to a “hold (c)” rating in a research note on Tuesday, September 22nd. Truist Financial cut their price objective on Paylocity from $180.00 to $165.00 and set a “buy” rating for the company in a research report on Monday, June 29th. Citigroup restated a “buy” rating on shares of Paylocity in a research note on Thursday, August 6th. Finally, Robert W. Baird set a $201.00 price objective on shares of Paylocity in a research note on Wednesday, August 5th. Twelve analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, Paylocity has a consensus rating of “Moderate Buy” and a consensus price target of $163.76.

View Our Latest Research Report on PCTY

Paylocity Trading Up 0.0%

NASDAQ PCTY opened at $166.32 on Friday. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 0.07. The business has a 50 day moving average price of $149.68 and a 200-day moving average price of $125.82. The company has a market cap of $8.82 billion, a price-to-earnings ratio of 29.12, a P/E/G ratio of 1.97 and a beta of 0.50. Paylocity Holding Corporation has a 52 week low of $92.99 and a 52 week high of $169.09.

Paylocity (NASDAQ:PCTY – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The software maker reported $1.84 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.62 by $0.22. The firm had revenue of $444.73 million for the quarter, compared to the consensus estimate of $431.46 million. Paylocity had a net margin of 15.23% and a return on equity of 27.02%. The business’s revenue for the quarter was up 11.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.56 EPS. As a group, equities analysts expect that Paylocity Holding Corporation will post 6.92 earnings per share for the current fiscal year.

Insider Buying and Selling at Paylocity

In related news, SVP Andrew Cappotelli sold 2,550 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $149.83, for a total value of $382,066.50. Following the sale, the senior vice president owned 44,329 shares in the company, valued at approximately $6,641,814.07. This trade represents a 5.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Kenneth Robinson sold 800 shares of the stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $158.41, for a total transaction of $126,728.00. Following the completion of the transaction, the director directly owned 6,745 shares in the company, valued at $1,068,475.45. The trade was a 10.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 86,908 shares of company stock worth $13,734,546 in the last ninety days. Insiders own 19.40% of the company’s stock.

Paylocity Profile

(Free Report)

Paylocity Holding Corporation (NASDAQ:PCTY) provides cloud-based human capital management (HCM) software for organizations and their employees. Its platform is designed to help businesses manage payroll, human resources, employee benefits, workforce administration and related compliance activities through a unified system.

The company’s products and services include payroll processing, tax and regulatory support, time and labor management, benefits administration, talent acquisition and management, employee performance tools, expense management, reporting and analytics.

Curated Wealth Partners LLC Buys New Stake in Paylocity Holding Corporation $PCTY

Wall Street Analyst Weigh In

Paylocity Trading Up 0.0%

Insider Buying and Selling at Paylocity

Paylocity Profile

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