Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.7B
53M shares
52-week range
$92.99 – $182.83
62% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Paylocity is a cloud-based human capital management provider offering payroll, compliance, and human resources management solutions. With the addition of expense and IT management modules, Paylocity unifies back-office operations spanning HR, finance, and IT on a single platform and bills customers on a subscription basis. The firm's customer base skews toward the midmarket and is primarily based in the US. As of fiscal 2026, Paylocity has nearly 44,400 customers.
www.paylocity.comNo one on the platform currently holds PCTY.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 235,000 | $25.4M |
| Bridgewater Associatesas of 2026-03-31 | 21,795 | $2.4M |
No one on the platform has traded PCTY yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.9B | +7.5% | $8.83 | $8.45–$9.10 | 16.8× | 10 |
| 2028 | $2.0B | +7.6% | $9.69 | $9.47–$9.99 | 15.3× | 7 |
| 2029 | $2.2B | +7.0% | $11.16 | $10.94–$11.38 | 13.3× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $1.62 | $1.84 | +13.6% |
| 2026-05-07 | $2.43 | $2.89 | +18.9% |
| 2026-02-05 | $1.57 | $1.85 | +17.8% |
| 2025-11-04 | $1.57 | $1.75 | +11.5% |
| 2025-08-05 | $1.38 | $1.56 | +13.0% |
| 2025-05-01 | $2.09 | $2.43 | +16.3% |
| 2025-02-06 | $1.42 | $1.52 | +7.0% |
| 2024-10-30 | $1.49 | $1.66 | +11.4% |
| $6.6B |
| — |
| MTCHMatch Group, Inc. | $37.88 | +1.60% | $8.8B | — |
| NICENICE Ltd. | $102.77 | -2.36% | $6.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
$WYNN $PCTY $SGHT $TDC $VSAT AFTER-HOURS MOVERS: Currently Higher After Earnings: - Digital Turbine (APPS) up 30.6% - Travere Therapeutics (TVTX) up 13.9% - Arista Networks (ANET) up 11.1% - Ultragenyx (RARE) up 6.4% - Booking (BKNG) up 5.6% - Wynn Resorts (WYNN) up 4.7% - Paylocity (PCTY) up 3.3% Currently Also Higher: - Sight Sciences (SGHT) up 11.4% after receiving FDA 510(k) clearance of the Omni Ultra Surgical System Currently Lower After Earnings: - Teradata (TDC) down 16.0% - Atomera (ATOM) down 10.9% - ViaSat (VSAT) down 8.9% - Chemours (CC) down 7.4% - Match Group (MTCH) down 9.8% - Pinterest (PINS) down 8.6% - AMD (AMD) down 8.8% - Lucid Group (LCID) down 7.9% - DaVita (DVA) down 6.6% - SpaceX (SPCX) down 7.5% - Lattice Semiconductor (LSCC) down 4.5% - Coupang (CPNG) down 7.3%.
View on StockTwits ↗$PCTY Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $1.13 up 28.41% YoY • Reported revenue of $444.73M up 10.98% YoY • Paylocity expects fiscal 2027 total revenue in the range of $1.880 billion to $1.895 billion and Adjusted EBITDA in the range of $690.0 million to $700.0 million for the full year.
View on StockTwits ↗Citi said sentiment toward HR software stocks has improved in recent months as short interest declines and sector fundamentals stabilize. Among the group, the firm identified Paylocity as its top pick heading into earnings season. Citi reiterated its Buy rating on Paylocity, pointing to stronger web-traffic trends than peers, improving business momentum, and multiple growth drivers. Analysts are particularly focused on how the company's recent AI investments could influence fiscal 2027 growth and profitability. The firm also believes investor expectations have reset to more reasonable levels, creating a favorable setup ahead of earnings. In contrast, Citi remains more cautious on Paycom due to ongoing execution concerns. Overall, the bank sees Paylocity as better positioned to sustain revenue growth and benefit from improving sentiment across the HR software sector. $PCTY $C
View on StockTwits ↗$NOW $PCTY wow I had it switched. Paylocity is up 16% while ServiceNow is flat…
View on StockTwits ↗$PCTY Agreement appears in the latest filing.
View on StockTwits ↗Anvesti closed a long position $PCTY 🟢 +18.89% $103.72 → $123.31 Model: ml_model_v3 · Score: 77.2 Reason: Profit Target · 13 days
View on StockTwits ↗$PCTY the fundamentals here are rock solid! If you’re looking for a safe haven this is it! I would buy but I’m loaded up in $NOW which I think has more potential.
View on StockTwits ↗Anvesti opened a long position $PCTY · Entry $103.72 Model: ml_model_v3 · Score: 77.2
View on StockTwits ↗$PCTY Share Price: $101.13 Contract Selected: Nov 20, 2026 $100 Calls Buy Zone: $16.41 – $20.27 Target Zone: $26.59 – $32.50 Potential Upside: 53% ROI Time to Expiration: 154 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$PCTY Regional banks and payments processing companies report strong Q1 2026 earnings driven by net interest margin expansion, improved credit quality, and accelerating capital deployment, signaling robust underlying demand for financial services. Learn more: https://axlfi.com/themes/265
View on StockTwits ↗$PAYC $FRSH $HUBS $PCTY $MNDY ... so many others https://stocktwits.com/news-articles/markets/equity/michael-burry-posts-new-software-thesis-which-saas-stocks-show-promise-as-per-his-castle-stone-chapel-matrix/cZXrIQERelL Article Compliments of ST, thanks for sharing. Now my simple opinion on Michael Burry's opinion: Unbelievable. Software as a group is in a historic drawdown and this chap is essentially negative across the board. As I typically recommend, this is great reading to learn to do the OPPOSITE. Software will remain in the chop for most of 2026 as it works out the kinks, but I am figuring Q4 could be epic. Can't wait to see Michael's expert opinion on how AI will Bury (no pun) software further. I AM CC.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.