Welcome to our dedicated page for Paylocity Holding SEC filings (Ticker: PCTY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Paylocity Holding's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Paylocity Holding's regulatory disclosures and financial reporting.
Paylocity Holding Corp. (PCTY) filed its FY-25 Form 10-K. The cloud-based HCM and payroll provider reported FY-25 revenue of $1.60 bn, up 14% YoY after 19% growth in FY-24 ($1.40 bn) and 26% in FY-23 ($1.17 bn). Ex-acquisition client count reached ≈41,650, each averaging 150 employees. Annual revenue retention stayed >92% for FY-23-25, underscoring sticky, subscription-like economics. Management cites a $22 bn realized TAM within 1.3 m U.S. businesses (10-5,000 employees).
The platform spans payroll, HR, time & labor, talent, benefits and new finance modules (AP automation, corporate cards, guided procurement). AI-driven analytics (Modern Workforce Index) and 700+ marketplace integrations deepen client lock-in. R&D spend rose to $282 m (18% of revenue) vs $254 m in FY-24, reflecting continued product expansion. Workforce stands at ~6,700 employees.
Cash-intensive payroll operations rely on banking partners and UPS logistics; the company highlights ACH, funds-in-transit and liquidity risk. Competition remains fierce (ADP, Paychex, Paycom, Dayforce). Management flags macro sensitivity, seasonality (strong Q3), cybersecurity threats, and regulatory complexity (GDPR, CCPA, HIPAA) as key risks.
Outlook: Strategy focuses on upselling broader suite, enlarging referral network (>25% of FY-25 new-client ARR), and sustained tech leadership to capture mid-market share.
Paylocity Holding Corp. (PCTY) filed an 8-K on 5 Aug 2025.
Item 2.02: The company furnished a press release with Q4-25 & FY25 results (Ex. 99.1). Actual revenue, EPS and guidance figures are not included in the filing; investors must reference the furnished release for details.
Item 8.01: The board boosted its share-repurchase authorization by $500 million, increasing the remaining capacity to roughly $700 million. Buybacks can occur via open-market trades, 10b5-1 plans, private deals or other methods and may be changed or terminated at any time.
No other material events, financial statements or exhibits were disclosed beyond routine signatures and cover-page data.
Form 4 Filing Details: Andrew Cappotelli, Senior Vice President Operations at Paylocity Holding Corp (PCTY), reported a sale of 1,717 shares of common stock at $176.74 per share on June 23, 2025.
Key Transaction Details:
- Transaction was executed under a pre-established 10b5-1 trading plan adopted on February 25, 2025
- Following the transaction, Cappotelli retains direct ownership of 11,953 shares
- The sale was reported within the required two-business-day filing deadline
This insider sale represents a planned transaction through an automated trading program designed to comply with SEC Rule 10b5-1, which helps executives avoid allegations of insider trading by establishing predetermined trading parameters.
Paylocity Holding Corporation (PCTY) has filed a Form 144 with the U.S. SEC to give notice of a modest planned insider sale.
The filing covers the potential disposition of up to 1,717 common shares, with an aggregate market value of roughly $303,531. The shares were originally received on 09/01/2024 as Restricted Stock Units issued by the company and will be sold through Morgan Stanley Smith Barney LLC. The broker plans to execute the transaction on or about 06/23/2025 on the NASDAQ exchange.
Based on the company’s stated 55,230,112 shares outstanding, the proposed sale represents approximately 0.003 percent of total shares, indicating a very small dilution impact. Under the “Securities Sold During the Past 3 Months” section, the insider—identified in that table as Andrew Cappotelli—previously sold 10 shares for $1,903 on 06/03/2025 under a Rule 10b5-1 trading plan. The Form 144 reiterates that the filer is unaware of any undisclosed material adverse information and confirms compliance with Rule 10b5-1 requirements.
Because the volume is immaterial relative to float and appears to follow an established trading plan, the filing is generally viewed as routine administrative disclosure rather than a signal of strategic change or financial pressure.