Position in PCTY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$66,945,608
+$2,099,462 QoQ
Shares Held
640,444
+6.7% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#22
of 466 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 8%
None 7%
Common Shares in PCTY Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,598,280,577 across 116 Software - Application names. PCTY ranks #33 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in PCTY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,945,608 | 640,444 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $64,846,146 | 600,205 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $100,569,479 | 659,472 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $98,229,293 | 616,747 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $97,868,690 | 540,144 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $93,762,544 | 500,494 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $97,273,936 | 487,662 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $73,528,282 | 445,707 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $44,294,477 | 335,946 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $36,469,034 | 212,202 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $34,397,929 | 208,662 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $35,740,387 | 196,700 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $34,481,088 | 186,859 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,012,173 | 181,166 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $35,640,879 | 183,470 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $45,435,397 | 188,076 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $33,455,324 | 191,809 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $39,657,229 | 192,726 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $47,078,259 | 199,349 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $55,860,727 | 199,218 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $40,766,709 | 213,662 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $40,420,209 | 224,769 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $45,877,571 | 222,804 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $36,064,456 | 223,420 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $41,242,519 | 282,696 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $34,852,838 | 394,620 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||