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Paylocity Holding Corp SEC Filings

PCTY NASDAQ

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.

Rhea-AI Summary

Paylocity Holding Corporation is a cloud-based provider of human capital management, finance and IT software, delivered as SaaS to mid-sized U.S. organizations. Excluding acquired clients, it served approximately 44,400 clients as of June 30, 2026, with an annual revenue retention rate greater than 92% in fiscal 2024, 2025 and 2026.

Total revenues grew from $1,402.5 million in fiscal 2024 to $1,595.2 million in 2025 and $1,771.3 million in 2026, reflecting 14% and 11% year-over-year increases. The platform spans payroll, HR, time and labor, benefits, employee engagement, finance and access management, with AI capabilities branded as Ignite AI embedded across workflows.

The company invests heavily in innovation, with research and development spending rising to $303.2 million in fiscal 2026, and employed approximately 6,900 people as of June 30, 2026. Key risks discussed include intense competition, rapid technological change (including AI), seasonal and macro-driven revenue fluctuations, cybersecurity and data privacy exposures, regulatory and licensing requirements, and challenges integrating acquisitions and third-party partners.

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Rhea-AI Summary

Paylocity Holding Corporation reported double-digit growth for the quarter and year ended June 30, 2026. Q4 2026 recurring and other revenue reached $415.6 million, up 12.4% year over year, and total revenue was $444.7 million, up 11.0%. GAAP net income for the quarter was $60.3 million, or $1.12 per diluted share, and Adjusted EBITDA rose to $145.5 million. For fiscal 2026, recurring and other revenue was $1.651 billion and total revenue was $1.771 billion, increases of 12.2% and 11.0%, respectively.

Full-year GAAP net income grew 18.8% to $269.7 million, or $4.92 per diluted share, while Adjusted EBITDA increased to $654.9 million, 37.0% of total revenue. Net cash provided by operating activities was $533.3 million, with free cash flow of $427.8 million, 24.2% of total revenue. Paylocity repurchased $398.1 million, or approximately 2.8 million shares, and ended the year with $271.9 million of cash and cash equivalents and $81.3 million of long-term debt. Fiscal 2027 guidance calls for recurring and other revenue of $1.777–$1.792 billion, total revenue of $1.880–$1.895 billion, and Adjusted EBITDA of $690.0–$700.0 million.

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Rhea-AI Summary

Paylocity Holding Corp senior vice president of product and technology Melissa Ann King reported a small share disposition tied to taxes, not an open-market trade. On July 1, 2026, 489 shares of common stock were withheld at $104.53 per share to satisfy tax obligations. After this tax-withholding transaction, she directly holds 28,348 shares of Paylocity common stock.

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Paylocity Holding Corp’s Sr Vice President of Operations, Andrew Cappotelli, reported an open-market sale of common stock. On June 4, 2026, he sold 70 shares at $116.35 per share. After this transaction, he directly holds 17,550 shares of Paylocity common stock.

The sale was conducted under an approved Rule 10b5-1 trading plan that Cappotelli adopted on August 27, 2025. Such plans pre-arrange trades, making this a small, pre-planned disposition rather than a discretionary sale.

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Rhea-AI Summary

Form 144 notice for PCTY: proposed sale of 70 Restricted Stock Units. The filing lists 70 Restricted Stock Units scheduled for sale on 06/01/2026. The excerpt also records prior 10b5-1 sales by Andrew Cappotelli: 899 shares sold on 05/19/2026 for $103,429.95.

This notice is an SEC sale notice under Form 144 and documents both the proposed RSU sale and recent brokered 10b5-1 transactions by the same reporting person.

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Rhea-AI Summary

Paylocity Holding Corp senior vice president Andrew Cappotelli reported a small tax-related share disposition. On June 1, 2026, 59 shares of common stock were withheld at $114.93 per share to cover tax obligations. After this routine tax-withholding transaction, Cappotelli directly holds 17,620 shares of Paylocity common stock.

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Paylocity Holding Corp Chief Financial Officer Glenn Ryan reported an open-market sale of 1,034 shares of common stock at $117.55 per share. The transaction was conducted under an approved Rule 10b5-1 trading plan adopted on September 5, 2025, indicating it was pre-scheduled. Following this sale, he continues to hold 67,394 shares directly.

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Paylocity Holding Corp Senior Vice President of Operations Andrew Cappotelli reported an open-market sale of 899 shares of common stock at $115.05 per share. After this transaction, he directly held 17,679 shares. The sale was conducted under an approved Rule 10b5-1 trading plan adopted on August 27, 2025.

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Paylocity Holding Corp VP CAO & Treasurer Nicholas Rost sold 521 shares of common stock in an open-market transaction. The sale occurred at an average price of $115.05 per share. After this trade, he directly holds 6,676 Paylocity shares. The transaction was conducted under an approved Rule 10b5-1 trading plan adopted on November 25, 2025.

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FAQ

How many Paylocity Holding (PCTY) SEC filings are available on StockTitan?

StockTitan tracks 145 SEC filings for Paylocity Holding (PCTY), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Paylocity Holding (PCTY)?

The most recent SEC filing for Paylocity Holding (PCTY) was filed on August 5, 2026.