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 Ira Sarowitz

Disclosed value leader

Steven Ira Sarowitz

Comparable rows

50/50

Latest evidence

01 Jun 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 Ira Sarowitz
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
01 Jun 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 Ira Sarowitz
Disclosed value leader
Steven Ira Sarowitz
Comparable rows
50/50
Latest evidence
01 Jun 2026
13D/G 3/4/5 13F Lead comparable stake: 16% 13D/G row: Steven Ira Sarowitz Showing 1-8 of 50 holder rows.

Quick read

Steven Ira 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 Ira Sarowitz's linked filing trail.
Comparable ownership Top 5
Steven Ira Sarowitz 16%
PRICE T ROWE ASSOCIATES INC /MD/ 2.4%
Steven R. Beauchamp 3.6%
Toby J. Williams 0.35%
Ryan Glenn 0.12%

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 Ira Sarowitz
13D/G 3/4/5
Director, 10%+ Owner
16%
$1,619,400,564
8,849,667 shares
$0 31 Dec 2024
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
Steven R. Beauchamp
3/4/5
Executive Chairman, Director
3.6%
$223,187,719
2,034,679 shares
-$813,402 15 May 2026
Toby J. Williams
3/4/5
President and CEO, Director
0.35%
$21,398,294
198,059 shares
-$2,211,365 15 May 2026
Ryan Glenn
3/4/5
Chief Financial Officer
0.12%
$7,922,164
67,394 shares
-$956,772 01 Jun 2026
Joshua Scutt
3/4/5
Senior Vice President Sales
0.08%
$4,696,714
43,472 shares
-$1,087,029 15 May 2026
Andres Reiner
3/4/5
Director
0.05%
$5,120,550
28,386 shares
15 Aug 2025
Virginia G. Breen
3/4/5
Director
0.02%
$1,856,934
10,294 shares
15 Aug 2025
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: -$6,072,101.

Buys
$0
Insiders: 0
Sells
$6,072,101
Insiders: 6
Net
-$6,072,101
Shares: -42,711
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 42,711
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 2,524 $0 $293,062 -$293,062
3-6 0 16,884 $0 $1,797,013 -$1,797,013
6-9 0 3,152 $0 $457,057 -$457,057
9-12 0 20,151 $0 $3,524,968 -$3,524,968

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 22 reporting-owner rows connected to Paylocity Holding Corp. Open a relationship link for the CIK-to-CIK filing trail.

Rows
22
Largest Forms 3/4/5 holder
Steven Ira Sarowitz
Net 12M change
-$6,072,102
Latest report
01 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Steven Ira Sarowitz Director, 10%+ Owner $1,499,499,433 Mixed 17 Sep 2025
Steven R. Beauchamp Executive Chairman, Director $223,187,719 -$813,402 -0.36% Mixed 15 May 2026
Michael R. Haske Chief Operating Officer $124,241,614 Mixed 16 Aug 2022
Toby J. Williams President and CEO, Director $21,398,294 -$2,211,365 -9.4% Mixed 15 May 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
Ryan Glenn Chief Financial Officer $7,922,164 -$956,772 -11% Filing P/S 01 Jun 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
Joshua Scutt Senior Vice President Sales $4,696,714 -$1,087,029 -19% Mixed 15 May 2026
Melissa Ann King SVP Product and Technology $3,062,717 Mixed 01 Jul 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
Andrew Cappotelli Sr Vice President Operations $2,041,942 -$713,207 -26% Filing P/S 04 Jun 2026
Virginia G. Breen Director $1,856,934 Mixed 15 Aug 2025
Ronald Waters V Director $1,701,618 Mixed 15 Aug 2025
Pederson Robin le Director $1,261,286 Mixed 15 Aug 2025
Bernard Robinson Kenneth Director $962,921 Mixed 15 Aug 2025
Nicholas Rost VP CAO & Treasurer $768,073 -$290,327 -27% Filing P/S 19 May 2026
Linda A. Breard Director $636,055 Mixed 15 Aug 2025

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
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
Ryan Glenn PCTY Common Stock, par value $0.001 Sale -4.39% $353,590 $107.83 -3,279 71,449 19 Feb 2026 Direct
Nicholas Rost PCTY Common Stock, par value $0.001 Tax liability -4.21% -358 8,146 16 Feb 2026 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Tax liability -3.74% -787 20,282 16 Feb 2026 Direct
Melissa Ann King PCTY Common Stock, par value $0.001 Tax liability -0.81% -240 29,524 16 Feb 2026 Direct
Joshua Scutt PCTY Common Stock, par value $0.001 Tax liability -3.17% -1,623 49,641 16 Feb 2026 Direct
Ryan Glenn PCTY Common Stock, par value $0.001 Tax liability -3.24% -2,501 74,728 16 Feb 2026 Direct
Steven R. Beauchamp PCTY Common Stock, par value $0.001 Tax liability -0.15% -1,921 1,296,590 16 Feb 2026 Direct
Toby J. Williams PCTY Common Stock, par value $0.001 Tax liability -3.09% -6,536 205,307 16 Feb 2026 Direct
Toby J. Williams PCTY Common Stock, par value $0.001 Sale -3.64% $837,194 $104.65 -8,000 211,843 13 Feb 2026 Direct
Melissa Ann King PCTY Common Stock, par value $0.001 Tax liability -1.26% -380 29,764 02 Jan 2026 Direct
Steven R. Beauchamp PCTY Common Stock, par value $0.001 Gift 15,800 15,800 11 Dec 2025 by IRIE Foundation
Steven R. Beauchamp PCTY Common Stock, par value $0.001 Gift -1.2% -15,800 1,298,511 11 Dec 2025 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Sale -0.33% $10,136 $146.90 -69 21,069 04 Dec 2025 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Tax liability -0.28% -59 21,138 01 Dec 2025 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Sale -4.45% $145,316 $147.23 -987 21,197 26 Nov 2025 Direct
Nicholas Rost PCTY Common Stock, par value $0.001 Sale -4.05% $52,077 $145.06 -359 8,504 19 Nov 2025 Direct
Ryan Glenn PCTY Common Stock, par value $0.001 Sale -2.2% $249,528 $143.65 -1,737 77,229 19 Nov 2025 Direct
Joshua Scutt PCTY Common Stock, par value $0.001 Tax liability -2.95% -1,560 51,264 17 Nov 2025 Direct
Steven R. Beauchamp PCTY Common Stock, par value $0.001 Tax liability -0.14% -1,849 1,314,311 17 Nov 2025 Direct
Andrew Cappotelli PCTY Common Stock, par value $0.001 Tax liability -2.82% -643 22,184 17 Nov 2025 Direct
Nicholas Rost PCTY Common Stock, par value $0.001 Tax liability -3.41% -313 8,863 17 Nov 2025 Direct
Melissa Ann King PCTY Common Stock, par value $0.001 Tax liability -0.79% -240 30,144 17 Nov 2025 Direct
Ryan Glenn PCTY Common Stock, par value $0.001 Tax liability -2.99% -2,435 78,966 17 Nov 2025 Direct
Toby J. Williams PCTY Common Stock, par value $0.001 Tax liability -2.81% -6,351 219,843 17 Nov 2025 Direct
Melissa Ann King PCTY Common Stock, par value $0.001 Tax liability -1.05% -321 30,384 01 Oct 2025 Direct
Nicholas Rost PCTY Common Stock, par value $0.001 Sale -1.35% $20,919 $166.02 -126 9,176 24 Sep 2025 Direct
Nicholas Rost PCTY Common Stock, par value $0.001 Tax liability -0.81% -76 9,302 22 Sep 2025 Direct
* marks a reported price that did not pass the local price check.
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