SEC ownership of Paylocity Holding Corp

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001591698.

Comparable stake leader

Steven I. Sarowitz

Disclosed value leader

Steven I. Sarowitz

Comparable rows

50/50

Latest evidence

14 Aug 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Steven I. Sarowitz
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
14 Aug 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001591698
Issuer location
Schaumburg, IL

Ownership snapshot

Top shareholders of Paylocity Holding Corp (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Steven I. Sarowitz
Disclosed value leader
Steven I. Sarowitz
Comparable rows
50/50
Latest evidence
14 Aug 2026
13D/G 3/4/5 13F Lead comparable stake: 16% 13D/G row: Steven I. Sarowitz Showing 1-8 of 50 holder rows.

Quick read

Steven I. Sarowitz leads the comparable SEC ownership view at 16%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Steven I. Sarowitz's linked filing trail.
Comparable ownership Top 5
Steven I. Sarowitz 16%
T. Rowe Price Investment Manageme... 5.8%
PRICE T ROWE ASSOCIATES INC /MD/ 2.4%
Andres Reiner 0.05%
Nicholas Rost 0.03%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Steven I. Sarowitz
13D/G 3/4/5
Steven Ira Sarowitz · Director, 10%+ Owner
16%
$1,619,400,564
8,849,667 shares
$0 31 Dec 2024
T. Rowe Price Investment Management, Inc.
13D/G 13F
Company
5.8%
$386,638,610
3,105,531 shares
$0 30 Jun 2026
PRICE T ROWE ASSOCIATES INC /MD/
13D/G 13F
T. Rowe Price Associates, Inc. · Company
2.4%
$214,837,710
1,348,890 shares
-$445,467,837 30 Sep 2025
Andres Reiner
3/4/5
Director
0.05%
$5,120,550
28,386 shares
15 Aug 2025
Nicholas Rost
3/4/5
VP CAO & Treasurer
0.03%
$1,532,096
14,657 shares
-$290,327 14 Aug 2026
Virginia G. Breen
3/4/5
Director
0.02%
$1,306,729
12,501 shares
14 Aug 2026
Ronald Waters V
3/4/5
Director
0.02%
$1,216,729
11,640 shares
14 Aug 2026
Pederson Robin le
3/4/5
Director
0.02%
$961,571
9,199 shares
14 Aug 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$17,811,557.

Buys
$0
Insiders: 0
Sells
$17,811,557
Insiders: 7
Net
-$17,811,557
Shares: -121,630
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 121,630
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 89,443 $0 $13,406,690 -$13,406,690
3-6 0 8,884 $0 $959,819 -$959,819
6-9 0 11,152 $0 $1,294,251 -$1,294,251
9-12 0 12,151 $0 $2,150,797 -$2,150,797

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 23 reporting-owner rows connected to Paylocity Holding Corp. Open a relationship link for the CIK-to-CIK filing trail.

Rows
23
Largest Forms 3/4/5 holder
Steven I. Sarowitz
Net 12M change
-$13,712,949
Latest report
14 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Steven I. Sarowitz Director, 10%+ Owner $1,092,957,216 -$8,997,951 -0.82% Mixed 14 Aug 2026
Steven R. Beauchamp Executive Chairman, Director $262,921,707 -$813,402 -0.31% Mixed 14 Aug 2026
Michael R. Haske Chief Operating Officer $124,241,614 Mixed 16 Aug 2022
Toby J. Williams President and CEO, Director $52,429,955 -$837,194 -1.6% Filing P/S 14 Aug 2026
Ryan Glenn Chief Financial Officer $13,789,074 -$956,772 -6.5% Median 14 Aug 2026
Joshua Scutt SVP Chief Revenue Officer $8,805,502 -$1,104,096 -11% Median 14 Aug 2026
Edward W. Gaty SVP of Product and Technology $8,636,774 Mixed 16 Aug 2021
Rachit Lohani Senior Vice President $7,927,080 Filing P/S 25 Nov 2024
Melissa Ann King SVP Product and Technology $6,568,247 Median 14 Aug 2026
Mark S. Kinsey Sr Vice President - Operations $6,332,337 Mixed 17 Aug 2022
Andres Reiner Director $5,120,550 Mixed 15 Aug 2025
Andrew Cappotelli Sr Vice President Operations $5,115,907 -$713,207 -12% Median 14 Aug 2026
Katherine Ross Sr Vice President Operations $2,583,756 Filing P/S 05 Mar 2024
Ellen Carnahan Director $2,365,084 Mixed 15 Aug 2023
Nicholas Rost VP CAO & Treasurer $1,532,096 -$290,327 -16% Median 14 Aug 2026
Virginia G. Breen Director $1,306,729 Median 14 Aug 2026
Ronald Waters V Director $1,216,729 Median 14 Aug 2026
Bernard Robinson Kenneth Director $962,921 Mixed 15 Aug 2025
Pederson Robin le Director $961,571 Median 14 Aug 2026
Kenneth B. Robinson Director $788,678 Median 14 Aug 2026

Recent insider transactions for Paylocity Holding Corp

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Kenneth B. Robinson PCTY Common Stock, par value $0.001 Award 41.4% 2,207 7,545 14 Aug 2026 Direct
Ryan Glenn PCTY Common Stock, par value $0.001 Award 95.7% 64,521 131,915 14 Aug 2026 Direct
Ryan Glenn PCTY Market Stock Units Award 6,513 6,513 14 Aug 2026 Direct
Melissa Ann King PCTY Common Stock, par value $0.001 Award 121.7% 34,488 62,836 14 Aug 2026 Direct
Melissa Ann King PCTY Market Stock Units Award 3,489 3,489 14 Aug 2026 Direct
Craig Conway PCTY Common Stock, par value $0.001 Award 70.2% 2,207 5,352 14 Aug 2026 Direct
Linda M. Breard PCTY Common Stock, par value $0.001 Award 62.6% 2,207 5,733 14 Aug 2026 Direct
Toby J. Williams PCTY Common Stock, par value $0.001 Sale -3.34% $1,782,202 $148.52 -12,000 347,771 14 Aug 2026 Direct
Toby J. Williams PCTY Common Stock, par value $0.001 Award 81.6% 161,712 359,771 14 Aug 2026 Direct
Toby J. Williams PCTY Market Stock Units Award 25,260 25,260 14 Aug 2026 Direct
Virginia G. Breen PCTY Common Stock, par value $0.001 Award 21.4% 2,207 12,501 14 Aug 2026 Direct
Joshua Scutt PCTY Common Stock, par value $0.001 Award 94.3% 40,885 84,239 14 Aug 2026 Direct
Joshua Scutt PCTY Market Stock Units Award 4,179 4,179 14 Aug 2026 Direct
Nicholas Rost PCTY Common Stock, par value $0.001 Award 119.6% 7,981 14,657 14 Aug 2026 Direct
Ronald Waters V PCTY Common Stock, par value $0.001 Award 23.4% 2,207 11,640 14 Aug 2026 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Award 178.9% 31,392 48,942 14 Aug 2026 Direct
Andrew Cappotelli PCTY Market Stock Units Award 3,193 3,193 14 Aug 2026 Direct
Pederson Robin le PCTY Common Stock, par value $0.001 Award 31.6% 2,207 9,199 14 Aug 2026 Direct
Steven R. Beauchamp PCTY Common Stock, par value $0.001 Sale -1.16% $2,227,852 $148.52 -15,000 1,277,477 14 Aug 2026 Direct
Steven R. Beauchamp PCTY Common Stock, par value $0.001 Award 1.85% 23,524 1,292,477 14 Aug 2026 Direct
Steven R. Beauchamp PCTY Market Stock Units Award 3,469 3,469 14 Aug 2026 Direct
Steven I. Sarowitz PCTY Common Stock, par value $0.001 Sale -0.01% $88,556 $151.12 -586 4,488,594 14 Aug 2026 Direct
Steven I. Sarowitz PCTY Common Stock, par value $0.001 Award 0.05% 2,207 4,489,180 14 Aug 2026 Direct
Steven I. Sarowitz PCTY Common Stock, par value $0.001 Sale -0.34% $2,290,987 $151.65 -15,107 4,486,973 13 Aug 2026 Direct
Joshua Scutt PCTY Common Stock, par value $0.001 Sale -100% $17,068 $144.64 -118 0 13 Aug 2026 Owned by father-in-law
Steven I. Sarowitz PCTY Common Stock, par value $0.001 Sale -0.73% $5,027,514 $152.48 -32,972 4,502,080 07 Aug 2026 Direct
Steven I. Sarowitz PCTY Common Stock, par value $0.001 Sale -0.24% $1,679,450 $150.81 -11,136 4,535,052 06 Aug 2026 Direct
Melissa Ann King PCTY Common Stock, par value $0.001 Tax liability -1.7% -489 28,348 01 Jul 2026 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Sale -0.4% $8,144 $116.35 -70 17,550 04 Jun 2026 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Tax liability -0.33% -59 17,620 01 Jun 2026 Direct
Ryan Glenn PCTY Common Stock, par value $0.001 Sale -1.51% $121,547 $117.55 -1,034 67,394 01 Jun 2026 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Sale -4.84% $103,430 $115.05 -899 17,679 19 May 2026 Direct
Nicholas Rost PCTY Common Stock, par value $0.001 Sale -7.24% $59,941 $115.05 -521 6,676 19 May 2026 Direct
Nicholas Rost PCTY Common Stock, par value $0.001 Tax liability -4.17% -313 7,197 15 May 2026 Direct
Melissa Ann King PCTY Common Stock, par value $0.001 Tax liability -1.25% -366 28,837 15 May 2026 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Tax liability -3.78% -730 18,578 15 May 2026 Direct
Joshua Scutt PCTY Common Stock, par value $0.001 Tax liability -3.47% -1,560 43,354 15 May 2026 Direct
Ryan Glenn PCTY Common Stock, par value $0.001 Tax liability -3.44% -2,436 68,428 15 May 2026 Direct
Toby J. Williams PCTY Common Stock, par value $0.001 Tax liability -2.91% -5,946 198,059 15 May 2026 Direct
Steven R. Beauchamp PCTY Common Stock, par value $0.001 Tax liability -0.15% -1,849 1,268,953 15 May 2026 Direct
Joshua Scutt PCTY Common Stock, par value $0.001 Tax liability -1.48% -673 44,914 11 May 2026 Direct
Melissa Ann King PCTY Common Stock, par value $0.001 Tax liability -1.09% -321 29,203 01 Apr 2026 Direct
Ryan Glenn PCTY Common Stock, par value $0.001 Tax liability -0.82% -585 70,864 11 Mar 2026 Direct
Toby J. Williams PCTY Common Stock, par value $0.001 Tax liability -0.63% -1,302 204,005 11 Mar 2026 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Sale -0.36% $7,874 $112.48 -70 19,308 04 Mar 2026 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Tax liability -0.3% -59 19,378 02 Mar 2026 Direct
Nicholas Rost PCTY Common Stock, par value $0.001 Sale -3.93% $31,308 $101.98 -307 7,510 24 Feb 2026 Direct
Nicholas Rost PCTY Common Stock, par value $0.001 Sale -4.04% $35,841 $108.94 -329 7,817 19 Feb 2026 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Sale -4.17% $92,054 $108.94 -845 19,437 19 Feb 2026 Direct
Joshua Scutt PCTY Common Stock, par value $0.001 Sale -8.17% $439,152 $108.33 -4,054 45,587 19 Feb 2026 Direct
* marks a reported price that did not pass the local price check.
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