PCTY β€” PAYLOCITY HLDG CORP.

Ownership history in Van Berkom & Associates Inc.  Β·  10 quarters on record

AI Ownership Summary

Van Berkom & Associates Inc. reported PAYLOCITY HLDG CORP. (PCTY) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.95% in 2025 Q1. The latest visible filing shows PCTY at 2.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PCTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Van Berkom & Associates Inc.'s position in PAYLOCITY HLDG CORP., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PCTY was reported at 2.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.95% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Van Berkom & Associates Inc. held PCTY β€” position size vs. price
% of Fund (quarterly)    PCTY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 523,342 +77,127 +17.3% 2.30% $79.8M 2026-02-14 (Est.) $107.13
2025 Q3 REDUCED 446,215 -7,538 -1.7% 2.06% $71.1M 2025-11-04 $139.33
2025 Q2 REDUCED 453,753 -36,971 -7.5% 2.45% $82.2M 2025-08-12 $170.69
2025 Q1 REDUCED 490,724 -3,771 -0.8% 2.95% $91.9M 2025-05-07 $183.60
2024 Q4 REDUCED 494,495 -94,564 -16.1% 2.93% $98.6M 2025-02-03 $206.38
2024 Q3 ADDED 589,059 +9,258 +1.6% 2.66% $97.2M 2024-11-04 $191.35
2024 Q2 ADDED 579,801 +98,478 +20.5% 2.28% $76.4M 2024-08-07 $152.31
2024 Q1 ADDED 481,323 +13,097 +2.8% 2.36% $82.7M 2024-05-13 $166.94
2023 Q4 ADDED 468,226 +463,392 +9586.1% 2.25% $77.2M 2024-02-06 $166.18
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PCTY

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.0%

FAQ About Van Berkom & Associates Inc. and PCTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Van Berkom & Associates Inc. reported owning PCTY?

Van Berkom & Associates Inc. reported PCTY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PCTY position in Van Berkom & Associates Inc.'s portfolio?

The largest reported portfolio weight for PCTY was 2.95% in 2025 Q1.

What is the latest reported PCTY position on this page?

The most recent filing on this page is 2025 Q4, when Van Berkom & Associates Inc. reported 523,342 shares, equal to 2.30% of portfolio, with an estimated market value of $79.8M.

What does the chart on this PCTY ownership page compare?

The chart compares Van Berkom & Associates Inc.'s quarterly PCTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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