Revenue by quarter
US$ · last 8| Quarter | Revenue | Net income | EPS |
|---|---|---|---|
| Q4 FY2026 | $444.7M | $60.3M | 1.12 |
| Q3 FY2026 | $502.3M | $111.3M | 2.05 |
| Q2 FY2026 | $416.1M | $50.2M | 0.92 |
| Q1 FY2026 | $408.2M | $48.0M | 0.86 |
Newest filings
All 232| Form | Filed | Accepted (ET) | |
|---|---|---|---|
| ARS | 22 Oct 2026 | 22 Oct, 10:08 AM | |
| DEFA14A | 22 Oct 2026 | 22 Oct, 10:06 AM | |
| DEF 14A | 22 Oct 2026 | 22 Oct, 10:04 AM | |
| 8-K | 17 Sep 2026 | ||
| 8-K | 21 Aug 2026 | ||
| 10-K | 5 Aug 2026 | ||
| 8-K | 4 Aug 2026 | ||
| 10-Q | 8 May 2026 |
Description
- Ticker
- PCTY-US
- Exchange
- Nasdaq
- Index
- S&P MidCap 400
- Industry
- Services-Prepackaged Software
- SIC division
- Services
- CIK
- 0001591698
- LEI
- 549300VH75FTB4DIEE07
- FIGI
- BBG006598YS8
- Share class FIGI
- BBG006598YZ0
- Fiscal year ends
- Jun
- Filings held
- 232 since 2013
- 8-K events
- 102
- Shares short
- 3.0M, 30 Sep 2026
Financial statements
The income statement, balance sheet and cash flow by year and by quarter, line by line as the company reports them. Each column names the filing it comes from.
| Fiscal period | FY2012 | FY2013 | FY2014 | FY2015 | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Period ending | Jun 2012 | Jun 2013 | Jun 2014 | Jun 2015 | Jun 2016 | Jun 2017 | Jun 2018 | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
| Source filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
| Filed | 22 Aug 2014 | 14 Aug 2015 | 12 Aug 2016 | 11 Aug 2017 | 10 Aug 2018 | 9 Aug 2019 | 10 Aug 2020 | 6 Aug 2021 | 5 Aug 2022 | 4 Aug 2023 | 2 Aug 2024 | 6 Aug 2025 | 5 Aug 2026 | 5 Aug 2026 | 5 Aug 2026 |
| +Recurring and other revenue | – | – | – | – | – | – | 368M | 448M | 546M | 632M | 848M | 1,098M | 1,282M | 1,472M | 1,651M |
| +Interest income on funds held for clients | 1.3M | 1.5M | 1.6M | 1.9M | 2.7M | 3.6M | 9.1M | 20M | 15M | 3.9M | 5M | 77M | 121M | 123M | 120M |
| Total revenues | 55M | 77M | 109M | 153M | 231M | 300M | 378M | 468M | 561M | 636M | 853M | 1,175M | 1,403M | 1,595M | 1,771M |
| −Cost of revenues | 29M | 40M | 55M | 71M | 98M | 124M | 149M | 154M | 182M | 219M | 287M | 367M | 442M | 498M | 546M |
| Gross profit | 26M | 38M | 54M | 82M | 133M | 176M | 228M | 314M | 379M | 416M | 566M | 808M | 961M | 1,097M | 1,226M |
| % of total recurring revenues | 49.6% | 51.7% | 52.6% | 56.8% | 60.3% | 61.0% | 62.8% | 68.7% | |||||||
| +Sales and marketing | 13M | 19M | 28M | 43M | 62M | 78M | 96M | 113M | 145M | 162M | 215M | 297M | 335M | 374M | 394M |
| +Research and development | 1.8M | 6.8M | 10M | 20M | 27M | 29M | 38M | 50M | 63M | 77M | 103M | 164M | 178M | 206M | 221M |
| +General and administrative | 8.6M | 12M | 22M | 33M | 48M | 62M | 79M | 95M | 105M | 120M | 164M | 192M | 187M | 213M | 224M |
| −Total operating expenses | 23M | 38M | 61M | 96M | 136M | 169M | 212M | 258M | 313M | 358M | 481M | 653M | 701M | 793M | 840M |
| Operating income | 2.8M | 0M | -7M | -14M | -3.5M | 7.3M | 16M | 56M | 66M | 58M | 85M | 155M | 260M | 304M | 386M |
| % of total recurring revenues | 5.3% | 0.0% | -6.9% | -9.7% | -1.6% | 2.5% | 4.4% | 12.3% | |||||||
| +Other income | -0.2M | -0M | 0.2M | 0.1M | -0.1M | 0.1M | 0.8M | 1.8M | 0.9M | -0.9M | -1M | 3.6M | 17M | 5M | 1.3M |
| Income before income taxes | 2.6M | 0M | -6.9M | -14M | -3.7M | 7.4M | 17M | 58M | 67M | 57M | 84M | 159M | 277M | 309M | 387M |
| % of total recurring revenues | 4.9% | 0.0% | -6.7% | -9.6% | -1.7% | 2.6% | 4.6% | 12.7% | |||||||
| −Income tax expense | 0.9M | -0.6M | 0.3M | 0.1M | 0.2M | 0.7M | -22M | 4.2M | 2.7M | -14M | -7.2M | 18M | 70M | 82M | 118M |
| Net income | 1.7M | 0.6M | -7.1M | -14M | -3.9M | 6.7M | 39M | 54M | 65M | 71M | 91M | 141M | 207M | 227M | 270M |
| % of total recurring revenues | 3.2% | 0.8% | -7.0% | -9.7% | -1.7% | 2.3% | 10.6% | 11.8% | |||||||
| Unrealized gains on securities, net of tax | – | – | – | – | – | – | -0.1M | 0.3M | 0.6M | – | – | – | – | – | – |
| +Other comprehensive income, net of tax | – | – | – | – | – | – | -0.1M | 0.3M | 0.6M | -0.6M | -2.4M | -2.2M | 3.6M | 6.5M | -6.8M |
| Comprehensive income | – | – | – | – | -3.9M | 6.7M | 39M | 54M | 65M | 70M | 88M | 139M | 210M | 234M | 263M |
| Basic | 0.02 | -0.07 | -0.26 | -0.28 | -0.08 | 0.13 | 0.74 | 1.02 | 1.20 | 1.30 | 1.65 | 2.53 | 3.68 | 4.08 | 4.99 |
| Diluted | 0.02 | -0.07 | -0.26 | -0.28 | -0.08 | 0.12 | 0.70 | 0.97 | 1.15 | 1.26 | 1.61 | 2.49 | 3.63 | 4.02 | 4.92 |
| Basic | 44M | 32M | 37M | 50M | 51M | 51M | 52M | 53M | 54M | 54M | 55M | 56M | 56M | 56M | 54M |
| Diluted | 44M | 32M | 37M | 50M | 51M | 54M | 55M | 55M | 56M | 56M | 56M | 57M | 57M | 57M | 55M |
Hover a figure for its source.– not reported in that period
Lines in the order and wording of the 10-K filed 5 Aug 2026. 420 of 420 subtotals add up to the company's own totals, and the balance sheet balances in 64 of 64 periods. Newest filing read: 5 Aug 2026.
Free for personal research, with credit (Data by Shikshan Nivesh) and a link. API access, bulk files and commercial use need a licence: the data licence.
Charts
Any figure or ratio in the record, by year, by quarter or on a trailing twelve months, as a value or as growth, against a peer if you like. Hover for the figures.
Revenue · quarterly · US$
Latest Jun 2026: $444.73M
Revenue = rev
Method. Each month-end, the trailing-twelve-month diluted EPS known that month (from filings filed by then) at the 10th, 50th and 90th percentile of this stock's own month-end P/E from 2018-05 to 2026-10. Months with the figure at or below zero are left out. A summary of the multiples the stock has traded at, not a value.
Ratios
Every ratio, worked out the same way for every company, by year or on a trailing twelve months. Hover a ratio for its formula.
| Fiscal year ending | Jun 2012 | Jun 2013 | Jun 2014 | Jun 2015 | Jun 2016 | Jun 2017 | Jun 2018 | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return on common equity | – | – | −29.1% | −14.1% | −3.4% | 5.0% | 21.4% | 20.7% | 18.4% | 16.3% | 16.7% | 19.3% | 22.0% | 20.0% | 22.0% |
| Return on assets | – | – | −1.6% | −2.2% | −0.4% | 0.5% | 2.9% | 3.3% | 3.4% | 3.2% | 2.5% | 3.3% | 5.2% | 5.3% | 5.8% |
| Return on capital | – | – | −16.8% | −11.1% | −2.5% | 5.0% | 7.0% | 20.0% | 15.9% | 9.5% | 12.3% | 18.9% | 20.7% | 18.4% | 19.9% |
| Return on invested capital | – | – | 54.5% | −57.0% | −9.4% | 17.2% | 21.2% | 47.2% | 35.9% | 19.2% | 18.0% | 26.8% | 32.8% | 27.4% | 26.5% |
| Gross margin | 47.2% | 48.7% | 49.3% | 53.6% | 57.5% | 58.7% | 60.5% | 67.1% | 67.6% | 65.5% | 66.3% | 68.8% | 68.5% | 68.8% | 69.2% |
| EBITDA margin | 13.4% | 7.2% | −0.6% | −3.5% | 4.5% | 9.4% | 12.2% | 19.4% | 18.5% | 15.9% | 15.8% | 18.4% | 24.0% | 25.3% | 28.1% |
| Operating margin | 5.0% | 0.0% | −6.5% | −9.1% | −1.5% | 2.4% | 4.2% | 12.0% | 11.8% | 9.1% | 9.9% | 13.2% | 18.5% | 19.1% | 21.8% |
| Incremental operating margin | – | −12.3% | −22.5% | −15.7% | 13.3% | 15.6% | 11.2% | 44.7% | 10.6% | −10.9% | 12.2% | 21.9% | 46.1% | 22.8% | 46.5% |
| Pretax margin | 1.5% | 0.0% | −6.3% | −9.1% | −1.6% | 2.5% | 4.4% | 12.4% | 12.0% | 9.0% | 9.8% | 13.5% | 19.8% | 19.4% | 21.9% |
| Profit margin | 3.1% | 0.8% | −6.5% | −9.2% | −1.7% | 2.2% | 10.2% | 11.5% | 11.5% | 11.1% | 10.6% | 12.0% | 14.7% | 14.2% | 15.2% |
| Net income to common margin | 1.8% | −3.0% | −8.6% | −9.2% | −1.7% | 2.2% | 10.2% | 11.5% | 11.5% | 11.1% | 10.6% | 12.0% | 14.7% | 14.2% | 15.2% |
| Effective tax rate | 105.0% | −4013.3% | −3.7% | −0.8% | −4.8% | 8.8% | −130.4% | 7.3% | 4.0% | −24.0% | −8.6% | 11.2% | 25.4% | 26.5% | 30.4% |
What the company said with its results
The key points, guidance and management's own words from each of the last four results releases.
Key points
Total revenue grew 11.0%
Total revenue for fiscal 2026 was $1.771 billion, up 11.0% from fiscal 2025.
Fourth-quarter revenue against May range
Fourth-quarter total revenue was $444.7 million, up 11.0%. Recurring and other revenue was $415.6 million, compared with the $402.2 million to $407.2 million range given on May 7, 2026.
Fiscal 2026 net income and EPS rose
GAAP net income for fiscal 2026 was $269.7 million, up from $227.1 million. Diluted EPS was $4.92, up from $4.02, an increase of 22.4%.
Fourth-quarter net income and EPS
GAAP net income for the fourth quarter was $60.3 million, or $1.12 per share, compared with $48.6 million, or $0.86 per share, a year earlier.
Adjusted EBITDA margin rose to 37.0%
Adjusted EBITDA for fiscal 2026 was $654.9 million, up 12.3%, and 37.0% of total revenue compared with 36.5% in fiscal 2025.
Adjusted EBITDA excluding interest up 16.4%
Fiscal 2026 Adjusted EBITDA excluding interest income on funds held for clients was $534.9 million, or 32.4% of recurring and other revenue, compared with 31.2% in fiscal 2025.
Fourth-quarter excluding-interest EBITDA rose
Fourth-quarter Adjusted EBITDA excluding interest income on funds held for clients was $116.4 million, compared with $99.9 million a year earlier.
Interest income removed from measure
The excluding-interest measure starts from Adjusted EBITDA and removes interest income on funds held for clients.
Fiscal 2026 operating income rose
GAAP operating income was $386.0 million, compared with $304.0 million in fiscal 2025. Non-GAAP operating income was $557.3 million, compared with $484.4 million.
Fourth-quarter operating income rose
Fourth-quarter GAAP operating income was $84.4 million, compared with $66.2 million. Non-GAAP operating income was $120.2 million, compared with $105.6 million. Adjusted EBITDA was $145.5 million, compared with $130.7 million.
Non-GAAP R&D rose with capitalized software
Non-GAAP total research and development was $256.1 million, compared with $227.5 million. The measure adds back capitalized internal-use software costs, which were $69.3 million, up from $62.4 million.
Non-GAAP sales, marketing and G&A increased
Non-GAAP sales and marketing was $360.3 million, compared with $335.8 million. Non-GAAP general and administrative was $157.3 million, compared with $148.6 million.
Ignite AI launched for HR, Finance, IT
Ignite AI is built into core workflows so clients can finish tasks faster and surface insights sooner. It is designed for HR, Finance and IT teams at companies of all sizes.
Grayscale expanded AI recruiting
The Grayscale Labs acquisition was completed in April 2026 and adds AI-powered recruiting automation.
Guidance
- Recurring and other revenue$414.0 million to $419.0 millionfirst quarter of fiscal 2027 · new
- Total revenue$439.5 million to $444.5 millionfirst quarter of fiscal 2027 · new
- Adjusted EBITDA (non-GAAP)$152.0 million to $156.0 millionfirst quarter of fiscal 2027 · new
- Adjusted EBITDA excluding interest income on funds held for clients (non-GAAP)$126.5 million to $130.5 millionfirst quarter of fiscal 2027 · new
- Recurring and other revenue$1.777 billion to $1.792 billionfiscal 2027 · new
- Total revenue$1.880 billion to $1.895 billionfiscal 2027 · new
- Adjusted EBITDA (non-GAAP)$690.0 million to $700.0 millionfiscal 2027 · new
- Adjusted EBITDA excluding interest income on funds held for clients (non-GAAP)$587.0 million to $597.0 millionfiscal 2027 · new
- Adjusted EBITDA margin from change in deferred contract cost amortizationapproximately 120–140 basis points increasefiscal 2027 · new
In their words
“Fiscal 26 was a strong year as our differentiated position in the market was reflected in solid sales and operational execution, helping to drive 12.2% recurring and other revenue growth and 11.0% total revenue growth.” Toby Williams, President and Chief Executive Officer
“Our durable growth was driven by the continued expansion of average revenue per client and a roughly 7% increase in our client base” Toby Williams, President and Chief Executive Officer
“Ignite AI is woven directly into core workflows to help clients complete tasks faster and surface insights more quickly.” Toby Williams, President and Chief Executive Officer
Coming up
Deferred contract cost period lengthens. Beginning in fiscal 2027, deferred contract costs will be amortized over 8 years rather than 7.
First-quarter fiscal 2027 ranges given. The next reported quarter is the first quarter of fiscal 2027, for which recurring and other revenue and Adjusted EBITDA ranges were given.
Revenue by segment
As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.
This company reports no segment split in its annual report.
Company events
Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.
| 17 Sep 2026 | 8-K | Material agreementNew debt | 1.01, 2.03, 9.01 | |
| 21 Aug 2026 | 8-K | Leadership change | 5.02 | |
| 4 Aug 2026 | 8-K | Results | 2.02, 9.01 | |
| 7 May 2026 | 8-K | ResultsOther events | 2.02, 8.01, 9.01 | |
| 5 Feb 2026 | 8-K | Results | 2.02, 9.01 | |
| 5 Dec 2025 | 8-K | Leadership changeShareholder vote | 5.02, 5.07, 9.01 | |
| 4 Nov 2025 | 8-K | Results | 2.02, 9.01 | |
| 5 Aug 2025 | 8-K | ResultsOther events | 2.02, 8.01, 9.01 | |
| 1 May 2025 | 8-K | Results | 2.02, 9.01 | |
| 6 Feb 2025 | 8-K | Results | 2.02, 9.01 | |
| 9 Dec 2024 | 8-K | Shareholder vote | 5.07, 9.01 | |
| 30 Oct 2024 | 8-K | Results | 2.02, 9.01 | |
| 8 Oct 2024 | 8-K | Leadership change | 5.02 | |
| 16 Sep 2024 | 8-K | Leadership change | 5.02 | |
| 4 Sep 2024 | 8-K | Material agreementInvestor update | 1.01, 7.01, 9.01 | |
| 19 Aug 2024 | 8-K/A | Leadership change | 5.02 | |
| 1 Aug 2024 | 8-K | ResultsLeadership change | 2.02, 5.02, 9.01 | |
| 2 May 2024 | 8-K | ResultsOther events | 2.02, 8.01, 9.01 | |
| 5 Apr 2024 | 8-K | Leadership change | 5.02 | |
| 4 Mar 2024 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | |
| 8 Feb 2024 | 8-K | Results | 2.02, 9.01 | |
| 4 Dec 2023 | 8-K | Leadership changeShareholder voteBylaws or fiscal year change | 5.02, 5.03, 5.07, 9.01 | |
| 2 Nov 2023 | 8-K | Results | 2.02, 9.01 | |
| 5 Oct 2023 | 8-K | Leadership changeInvestor update | 5.02, 7.01, 9.01 | |
| 5 Sep 2023 | 8-K | Leadership change | 5.02 | |
| 3 Aug 2023 | 8-K | Results | 2.02, 9.01 | |
| 4 May 2023 | 8-K | Results | 2.02, 9.01 | |
| 2 Feb 2023 | 8-K | Results | 2.02, 9.01 | |
| 2 Dec 2022 | 8-K | Shareholder vote | 5.07, 9.01 | |
| 3 Nov 2022 | 8-K | Results | 2.02, 9.01 | |
| 22 Aug 2022 | 8-K | Material agreementNew debt | 1.01, 2.03, 9.01 | |
| 4 Aug 2022 | 8-K | Results | 2.02, 9.01 | |
| 1 Jul 2022 | 8-K | Leadership change | 5.02, 9.01 | |
| 5 May 2022 | 8-K | Results | 2.02, 9.01 | |
| 14 Mar 2022 | 8-K | Leadership change | 5.02, 9.01 | |
| 3 Feb 2022 | 8-K | Results | 2.02, 9.01 | |
| 19 Jan 2022 | 8-K | Other events | 8.01, 9.01 | |
| 3 Dec 2021 | 8-K | Shareholder voteBylaws or fiscal year change | 5.03, 5.07, 9.01 | |
| 4 Nov 2021 | 8-K | Results | 2.02, 9.01 | |
| 22 Sep 2021 | 8-K | Leadership change | 5.02 | |
| 1 Sep 2021 | 8-K | Material agreementOther events | 1.01, 8.01, 9.01 | |
| 5 Aug 2021 | 8-K | Results | 2.02, 9.01 | |
| 8 Jul 2021 | 8-K | Leadership change | 5.02 | |
| 6 May 2021 | 8-K | Results | 2.02, 9.01 | |
| 4 Feb 2021 | 8-K | Results | 2.02, 9.01 | |
| 7 Dec 2020 | 8-K | Shareholder vote | 5.07 | |
| 16 Nov 2020 | 8-K | Other events | 8.01, 9.01 | |
| 5 Nov 2020 | 8-K | Results | 2.02, 9.01 | |
| 18 Aug 2020 | 8-K | Leadership change | 5.02, 9.01 | |
| 6 Aug 2020 | 8-K | Results | 2.02, 9.01 |
Every filing
The company's filings with the SEC, newest first: 232 held. Insider, fund and large-holder filings have their own tables below.
| 22 Oct 2026 | ARS | 30 Jun 2026 | 22 Oct, 10:08 AM ET | |
| 22 Oct 2026 | DEFA14A | – | 22 Oct, 10:06 AM ET | |
| 22 Oct 2026 | DEF 14A | 30 Jun 2026 | 22 Oct, 10:04 AM ET | |
| 17 Sep 2026 | 8-K | 17 Sep 2026 | ||
| 21 Aug 2026 | 8-K | 20 Aug 2026 | ||
| 5 Aug 2026 | 10-K | 30 Jun 2026 | ||
| 4 Aug 2026 | 8-K | 4 Aug 2026 | ||
| 8 May 2026 | 10-Q | 31 Mar 2026 | ||
| 7 May 2026 | 8-K | 7 May 2026 | ||
| 6 Feb 2026 | 10-Q | 31 Dec 2025 | ||
| 5 Feb 2026 | 8-K | 5 Feb 2026 | ||
| 5 Dec 2025 | S-8 | – | ||
| 5 Dec 2025 | 8-K | 4 Dec 2025 | ||
| 5 Nov 2025 | 10-Q | 30 Sep 2025 | ||
| 4 Nov 2025 | 8-K | 4 Nov 2025 | ||
| 23 Oct 2025 | ARS | 30 Jun 2025 | ||
| 23 Oct 2025 | DEFA14A | – | ||
| 23 Oct 2025 | DEF 14A | 30 Jun 2025 | ||
| 6 Aug 2025 | 10-K | 30 Jun 2025 | ||
| 5 Aug 2025 | 8-K | 5 Aug 2025 | ||
| 2 May 2025 | 10-Q | 31 Mar 2025 | ||
| 1 May 2025 | 8-K | 1 May 2025 | ||
| 7 Feb 2025 | 10-Q | 31 Dec 2024 | ||
| 6 Feb 2025 | 8-K | 6 Feb 2025 | ||
| 9 Dec 2024 | 8-K | 5 Dec 2024 | ||
| 31 Oct 2024 | 10-Q | 30 Sep 2024 | ||
| 30 Oct 2024 | 8-K | 30 Oct 2024 | ||
| 24 Oct 2024 | ARS | 30 Jun 2024 | ||
| 24 Oct 2024 | DEFA14A | – | ||
| 24 Oct 2024 | DEF 14A | 5 Dec 2024 | ||
| 8 Oct 2024 | 8-K | 7 Oct 2024 | ||
| 16 Sep 2024 | 8-K | 11 Sep 2024 | ||
| 4 Sep 2024 | 8-K | 29 Aug 2024 | ||
| 19 Aug 2024 | 8-K/A | 26 Jul 2024 | ||
| 2 Aug 2024 | 10-K | 30 Jun 2024 | ||
| 1 Aug 2024 | 8-K | 26 Jul 2024 | ||
| 3 May 2024 | 10-Q | 31 Mar 2024 | ||
| 2 May 2024 | 8-K | 30 Apr 2024 | ||
| 5 Apr 2024 | 8-K | 3 Apr 2024 | ||
| 4 Mar 2024 | 8-K | 1 Mar 2024 | ||
| 9 Feb 2024 | S-8 | – | ||
| 9 Feb 2024 | 10-Q | 31 Dec 2023 | ||
| 8 Feb 2024 | 8-K | 8 Feb 2024 | ||
| 4 Dec 2023 | 8-K | 30 Nov 2023 | ||
| 30 Nov 2023 | S-8 | – | ||
| 30 Nov 2023 | S-8 POS | – | ||
| 3 Nov 2023 | 10-Q | 30 Sep 2023 | ||
| 2 Nov 2023 | 8-K | 2 Nov 2023 | ||
| 20 Oct 2023 | ARS | 30 Jun 2023 | ||
| 20 Oct 2023 | DEFA14A | – |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.
| 21 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 552 | $169.01 | $93.3K | 4,403,587 | 23 Oct 2026 |
| 21 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 2,728 | $169.77 | $463.1K | 4,400,859 | 23 Oct 2026 |
| 21 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 1,564 | $170.94 | $267.4K | 4,399,295 | 23 Oct 2026 |
| 21 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 900 | $171.48 | $154.3K | 4,398,395 | 23 Oct 2026 |
| 20 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 1,589 | $168.76 | $268.2K | 4,413,167 | 22 Oct 2026 |
| 20 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 7,369 | $169.79 | $1.3M | 4,405,798 | 22 Oct 2026 |
| 20 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 1,459 | $170.48 | $248.7K | 4,404,339 | 22 Oct 2026 |
| 20 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 200 | $171.37 | $34.3K | 4,404,139 | 22 Oct 2026 |
| 19 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 4,570 | $165.99 | $758.6K | 4,420,631 | 21 Oct 2026 |
| 19 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 5,875 | $166.47 | $978.0K | 4,414,756 | 21 Oct 2026 |
| 16 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 1,868 | $165.34 | $308.9K | 4,428,833 | 19 Oct 2026 |
| 16 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 3,132 | $166.20 | $520.5K | 4,425,701 | 19 Oct 2026 |
| 16 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 397 | $167.56 | $66.5K | 4,425,304 | 19 Oct 2026 |
| 16 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 103 | $168.58 | $17.4K | 4,425,201 | 19 Oct 2026 |
| 15 Oct 2026 | Beauchamp Steven RExecutive Chairman | Sale under a trading plan | 600 | $161.38 | $96.8K | 1,257,789 | 16 Oct 2026 |
| 15 Oct 2026 | Beauchamp Steven RExecutive Chairman | Sale under a trading plan | 600 | $162.84 | $97.7K | 1,257,189 | 16 Oct 2026 |
| 15 Oct 2026 | Beauchamp Steven RExecutive Chairman | Sale under a trading plan | 1,400 | $164.27 | $230.0K | 1,255,789 | 16 Oct 2026 |
| 15 Oct 2026 | Beauchamp Steven RExecutive Chairman | Sale under a trading plan | 5,600 | $165.22 | $925.2K | 1,250,189 | 16 Oct 2026 |
| 15 Oct 2026 | Beauchamp Steven RExecutive Chairman | Sale under a trading plan | 6,800 | $165.96 | $1.1M | 1,243,389 | 16 Oct 2026 |
| 15 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 11,600 | $165.59 | $1.9M | 4,436,795 | 16 Oct 2026 |
| 15 Oct 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 6,094 | $166.21 | $1.0M | 4,430,701 | 16 Oct 2026 |
| 15 Sep 2026 | Beauchamp Steven RExecutive Chairman | Sale under a trading plan | 1,641 | $145.96 | $239.5K | 1,271,748 | 16 Sep 2026 |
| 15 Sep 2026 | Beauchamp Steven RExecutive Chairman | Sale under a trading plan | 8,460 | $147.01 | $1.2M | 1,263,288 | 16 Sep 2026 |
| 15 Sep 2026 | Beauchamp Steven RExecutive Chairman | Sale under a trading plan | 4,799 | $147.86 | $709.6K | 1,258,489 | 16 Sep 2026 |
| 15 Sep 2026 | Beauchamp Steven RExecutive Chairman | Sale under a trading plan | 100 | $148.56 | $14.9K | 1,258,389 | 16 Sep 2026 |
| 4 Sep 2026 | Cappotelli AndrewSr Vice President Operations | Sale under a trading plan | 69 | $152.37 | $10.5K | 44,202 | 9 Sep 2026 |
| 28 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 1,210 | $158.12 | $191.3K | 4,452,285 | 1 Sep 2026 |
| 28 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 3,885 | $158.69 | $616.5K | 4,448,400 | 1 Sep 2026 |
| 28 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 5 | $159.36 | $797 | 4,448,395 | 1 Sep 2026 |
| 27 Aug 2026 | Conway CraigDirector | Sale outside a trading plan | 3,145 | $156.80 | $493.1K | 2,207 | 31 Aug 2026 |
| 27 Aug 2026 | Robinson Kenneth B.Director | Sale outside a trading plan | 800 | $158.41 | $126.7K | 6,745 | 31 Aug 2026 |
| 27 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 825 | $155.53 | $128.3K | 4,472,129 | 31 Aug 2026 |
| 27 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 1,981 | $156.57 | $310.2K | 4,470,148 | 31 Aug 2026 |
| 27 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 6,688 | $157.64 | $1.1M | 4,463,460 | 31 Aug 2026 |
| 27 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 9,965 | $158.31 | $1.6M | 4,453,495 | 31 Aug 2026 |
| 24 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 441 | $155.00 | $68.4K | 4,472,954 | 26 Aug 2026 |
| 20 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 1,399 | $150.63 | $210.7K | 4,478,656 | 21 Aug 2026 |
| 20 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 635 | $151.44 | $96.2K | 4,478,021 | 21 Aug 2026 |
| 20 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 2,513 | $152.81 | $384.0K | 4,475,508 | 21 Aug 2026 |
| 20 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 2,092 | $153.42 | $321.0K | 4,473,416 | 21 Aug 2026 |
| 20 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 21 | $154.13 | $3.2K | 4,473,395 | 21 Aug 2026 |
| 19 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 8,531 | $150.20 | $1.3M | 4,480,063 | 20 Aug 2026 |
| 19 Aug 2026 | Sarowitz Steven IDirector | Sale under a trading plan | 8 | $151.06 | $1.2K | 4,480,055 | 20 Aug 2026 |
| 19 Aug 2026 | Scutt JoshuaSVP Chief Revenue Officer | Sale under a trading plan | 100 | $147.60 | $14.8K | 80,359 | 20 Aug 2026 |
| 19 Aug 2026 | Scutt JoshuaSVP Chief Revenue Officer | Sale under a trading plan | 1,327 | $149.22 | $198.0K | 79,032 | 20 Aug 2026 |
| 19 Aug 2026 | Scutt JoshuaSVP Chief Revenue Officer | Sale under a trading plan | 2,803 | $150.02 | $420.5K | 76,229 | 20 Aug 2026 |
| 19 Aug 2026 | Scutt JoshuaSVP Chief Revenue Officer | Sale under a trading plan | 500 | $150.71 | $75.4K | 75,729 | 20 Aug 2026 |
| 19 Aug 2026 | Glenn RyanChief Financial Officer | Sale under a trading plan | 3,345 | $149.75 | $500.9K | 122,563 | 20 Aug 2026 |
| 19 Aug 2026 | Cappotelli AndrewSr Vice President Operations | Sale under a trading plan | 145 | $147.60 | $21.4K | 46,734 | 20 Aug 2026 |
| 19 Aug 2026 | Cappotelli AndrewSr Vice President Operations | Sale under a trading plan | 1,358 | $149.58 | $203.1K | 45,376 | 20 Aug 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| 23 Oct 2026 | Steven I. SarowitzDirector | 390,000 | $66.0M | 22 Oct 2026 |
| 4 Sep 2026 | ANDREW CAPPOTELLIOfficer | 69 | $10.7K | 4 Sep 2026 |
| 27 Aug 2026 | KENNETH B. ROBINSONDirector | 800 | $126.7K | 27 Aug 2026 |
| 27 Aug 2026 | CRAIG CONWAYDirector | 3,145 | $493.1K | 27 Aug 2026 |
| 24 Aug 2026 | Steven I. SarowitzDirector | 75,000 | $11.5M | 24 Aug 2026 |
| 19 Aug 2026 | ANDREW CAPPOTELLIOfficer | 2,550 | $375.7K | 19 Aug 2026 |
| 19 Aug 2026 | RYAN GLENNOfficer | 3,346 | $492.9K | 19 Aug 2026 |
| 19 Aug 2026 | JOSHUA SCUTTOfficer | 4,730 | $696.8K | 19 Aug 2026 |
| 18 Aug 2026 | NICHOLAS ROSTOfficer | 520 | $75.6K | 18 Aug 2026 |
| 14 Aug 2026 | TOBY WILLIAMSOfficer | 12,000 | $1.8M | 14 Aug 2026 |
| 14 Aug 2026 | STEVEN RAYMOND BEAUCHAMPDirector, Officer | 45,000 | $6.9M | 14 Aug 2026 |
| 13 Aug 2026 | Scutt JoshuaPolicy-Making Officer | 118 | $17.2K | 11 Aug 2026 |
| 6 Aug 2026 | Steven I. SarowitzDirector | 75,000 | $11.1M | 6 Aug 2026 |
| 4 Jun 2026 | ANDREW CAPPOTELLIOfficer | 70 | $7.9K | 4 Jun 2026 |
| 1 Jun 2026 | RYAN GLENNOfficer | 1,034 | $118.8K | 1 Jun 2026 |
| 19 May 2026 | NICHOLAS ROSTOfficer | 521 | $58.9K | 19 May 2026 |
| 19 May 2026 | ANDREW CAPPOTELLIOfficer | 899 | $101.6K | 19 May 2026 |
| 4 Mar 2026 | ANDREW CAPPOTELLIOfficer | 70 | $8.0K | 4 Mar 2026 |
| 24 Feb 2026 | NICHOLAS ROSTOfficer | 307 | $31.3K | 24 Feb 2026 |
| 19 Feb 2026 | NICHOLAS ROSTOfficer | 329 | $36.0K | 19 Feb 2026 |
| 19 Feb 2026 | ANDREW CAPPOTELLIOfficer | 845 | $92.4K | 19 Feb 2026 |
| 19 Feb 2026 | RYAN GLENNOfficer | 3,279 | $358.6K | 19 Feb 2026 |
| 19 Feb 2026 | JOSHUA MICHAEL SCUTTOfficer | 4,054 | $443.3K | 19 Feb 2026 |
| 13 Feb 2026 | TOBY WILLIAMSDirector, Officer | 8,000 | $833.6K | 13 Feb 2026 |
| 4 Dec 2025 | ANDREW CAPPOTELLIOfficer | 69 | $10.1K | 4 Dec 2025 |
| 26 Nov 2025 | ANDREW CAPPOTELLIOfficer | 987 | $146.4K | 26 Nov 2025 |
| 19 Nov 2025 | NICHOLAS ROSTOfficer | 359 | $52.0K | 19 Nov 2025 |
| 19 Nov 2025 | RYAN GLENNOfficer | 1,737 | $251.7K | 19 Nov 2025 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| 14 Aug 2026 | T. Rowe Price Investment Management, Inc. | 13G amended | 5.8% | 3.1M |
| 27 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 14 Nov 2025 | T. Rowe Price Associates, Inc. | 13G amended | 2.4% | 1.3M |
Trades by members of the House
From each member's periodic transaction report: the amount is the band the report gives.
| 13 Jan 2025 | Rob BresnahanPA08 | Sale | $1,001 - $15,000 | JT | 13 Feb 2025 |
| 11 Oct 2022 | Josh GottheimerNJ05 | Sale | $1,001 - $15,000 | JT | 10 Nov 2022 |
| 21 Sep 2022 | Josh GottheimerNJ05 | Sale (partial) | $1,001 - $15,000 | JT | 16 Oct 2022 |
| 1 Oct 2021 | Josh GottheimerNJ05 | Sale (partial) | $1,001 - $15,000 | JT | 15 Nov 2021 |
| 24 Nov 2020 | Gilbert CisnerosCA39 | Sale (partial) | $1,001 - $15,000 | Self | 15 Dec 2020 |
| 13 Oct 2020 | Greg GianforteMT00 | Sale (partial) | $1,001 - $15,000 | JT | 9 Nov 2020 |
| 17 Jul 2020 | Gilbert CisnerosCA39 | Sale (partial) | $1,001 - $15,000 | Self | 19 Aug 2020 |
| 14 Feb 2020 | Josh GottheimerNJ05 | Sale (partial) | $1,001 - $15,000 | JT | 16 Mar 2020 |
| 10 Feb 2020 | Gilbert CisnerosCA39 | Sale (partial) | $1,001 - $15,000 | Self | 10 Mar 2020 |
| 21 Feb 2020 | Gilbert CisnerosCA39 | Sale (partial) | $1,001 - $15,000 | Self | 10 Mar 2020 |
| 17 Apr 2019 | Greg GianforteMT00 | Purchase | $100,001 - $250,000 | JT | 26 Apr 2019 |
Short interest
Shares sold short and not yet bought back, on every FINRA settlement date.
| 30 Sep 2026 | 3.0M | +8.48% | 4.22 |
| 15 Sep 2026 | 2.8M | -12.43% | 4.91 |
| 31 Aug 2026 | 3.2M | +3.94% | 5.87 |
| 14 Aug 2026 | 3.0M | +2% | 2.93 |
| 31 Jul 2026 | 3.0M | +0.08% | 4.72 |
| 15 Jul 2026 | 3.0M | +8.1% | 3.83 |
| 30 Jun 2026 | 2.8M | -7.92% | 3.07 |
| 15 Jun 2026 | 3.0M | -0.51% | 4.37 |
| 29 May 2026 | 3.0M | +3.07% | 4.49 |
| 15 May 2026 | 2.9M | +19.43% | 3.07 |
Funds that hold it
Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.
Funds holding
530
quarter to 30 Jun 2026
Added or new
255
since 31 Mar 2026
Trimmed
156
in the quarter
Largest holder
BlackRock, Inc.
$430.3M
| BlackRock, Inc. | $430.3M | 4.1M | -271.2K | Trimmed | 0.01% | Filing ↗ |
| T. Rowe Price Investment Management, Inc. | $324.6M | 3.1M | -934.7K | Trimmed | 0.21% | Filing ↗ |
| AQR Capital Management LLC | $246.0M | 2.4M | +1.2M | Added | 0.09% | Filing ↗ |
| Vanguard Portfolio Management LLC | $228.6M | 2.2M | +7.6K | Added | 0.01% | Filing ↗ |
| Vanguard Capital Management LLC | $203.4M | 1.9M | -7.9K | Trimmed | 0.00% | Filing ↗ |
| Citadel Advisors LLC | $156.7M | 1.5M | -226.7K | Trimmed | 0.09% | Filing ↗ |
| Morgan Stanley | $149.0M | 1.4M | +88.3K | Added | 0.01% | Filing ↗ |
| State Street Corp. | $146.0M | 1.4M | +56.8K | Added | 0.00% | Filing ↗ |
| UBS Group AG | $135.6M | 1.3M | +858.2K | Added | 0.02% | Filing ↗ |
| Geode Capital Management, LLC | $133.6M | 1.3M | -12.9K | Trimmed | 0.01% | Filing ↗ |
| Two Sigma Investments, LP | $119.0M | 1.1M | +5.8K | Added | 0.09% | Filing ↗ |
| Quantinno Capital Management LP | $110.4M | 1.1M | +553.1K | Added | 0.13% | Filing ↗ |
| Arrowstreet Capital, Limited Partnership | $97.3M | 930.5K | +697.0K | Added | 0.04% | Filing ↗ |
| Point72 Asset Management, L.P. | $94.6M | 904.7K | -203.7K | Trimmed | 0.15% | Filing ↗ |
| BNP Paribas Financial Markets | $88.2M | 843.5K | +178.2K | Added | 0.05% | Filing ↗ |
| Assenagon Asset Management S.A. | $86.7M | 829.3K | – | Held | 0.06% | Filing ↗ |
| Price T Rowe Associates Inc. | $83.4M | 798.0K | +155.9K | Added | 0.01% | Filing ↗ |
| Millennium Management LLC | $77.8M | 743.8K | +129.8K | Added | 0.05% | Filing ↗ |
| JPMorgan Chase & Co. | $72.2M | 681.4K | -223.6K | Trimmed | 0.00% | Filing ↗ |
| D. E. Shaw & Co., Inc. | $72.0M | 688.9K | -32.8K | Trimmed | 0.05% | Filing ↗ |
| Jupiter Topco LLC | $70.5M | 674.8K | – | first | 0.03% | Filing ↗ |
| Amundi | $69.4M | 663.4K | +57.3K | Added | 0.02% | Filing ↗ |
| Dimensional Fund Advisors LP | $66.9M | 640.4K | +40.2K | Added | 0.01% | Filing ↗ |
| Van Berkom & Associates Inc. | $59.1M | 565.8K | -667.0K | Trimmed | 1.91% | Filing ↗ |
| Qube Research & Technologies Ltd | $58.7M | 561.4K | +231.1K | Added | 0.07% | Filing ↗ |
| Deutsche Bank AG | $54.9M | 525.3K | +157.5K | Added | 0.02% | Filing ↗ |
| Bank of America Corp. | $54.9M | 524.9K | +75.2K | Added | 0.00% | Filing ↗ |
| Norges Bank | $49.4M | 472.3K | – | Held | 0.01% | Filing ↗ |
| Charles Schwab Investment Management Inc. | $42.5M | 406.7K | +34.6K | Added | 0.01% | Filing ↗ |
| Goldman Sachs Group Inc. | $36.9M | 353.0K | +116.8K | Added | 0.00% | Filing ↗ |
| Northern Trust Corp. | $35.7M | 341.1K | -64.7K | Trimmed | 0.00% | Filing ↗ |
| GW&K Investment Management, LLC | $34.6M | 331.1K | -8.5K | Trimmed | 0.27% | Filing ↗ |
| Riverbridge Partners LLC | $34.3M | 328.4K | -133.7K | Trimmed | 0.96% | Filing ↗ |
| FMR LLC | $34.1M | 325.8K | +238.8K | Added | 0.00% | Filing ↗ |
| Bank of New York Mellon Corp | $32.7M | 313.2K | -31.1K | Trimmed | 0.01% | Filing ↗ |
| Gotham Asset Management, LLC | $31.2M | 298.7K | +95.0K | Added | 0.07% | Filing ↗ |
| Vanguard Fiduciary Trust Co. | $28.8M | 275.5K | -916 | Trimmed | 0.01% | Filing ↗ |
| Pacer Advisors, Inc. | $25.9M | 248.1K | +232.8K | Added | 0.07% | Filing ↗ |
| Wellington Management Group LLP | $25.6M | 244.5K | +106.3K | Added | 0.00% | Filing ↗ |
| Boston Trust Walden Corp | $22.9M | 218.7K | -7.6K | Trimmed | 0.17% | Filing ↗ |
| Federated Hermes, Inc. | $22.5M | 215.4K | +44.8K | Added | 0.03% | Filing ↗ |
| Balyasny Asset Management L.P. | $21.6M | 207.0K | +87.8K | Added | 0.04% | Filing ↗ |
| TD Asset Management Inc | $21.2M | 203.0K | -54.3K | Trimmed | 0.02% | Filing ↗ |
| Invesco Ltd. | $20.3M | 193.7K | +32.1K | Added | 0.00% | Filing ↗ |
| Ieq Capital, LLC | $20.1M | 192.5K | +113.8K | Added | 0.09% | Filing ↗ |
| Gillson Capital LP | $19.4M | 185.8K | -156.1K | Trimmed | 1.14% | Filing ↗ |
| First Trust Advisors LP | $19.0M | 182.0K | +7.6K | Added | 0.01% | Filing ↗ |
| Ranger Investment Management, L.P. | $17.9M | 171.3K | -11.7K | Trimmed | 1.13% | Filing ↗ |
| ExodusPoint Capital Management, LP | $16.0M | 152.9K | +28.8K | Added | 0.15% | Filing ↗ |
| Corient Private Wealth LP | $15.7M | 149.8K | +41.0K | Added | 0.02% | Filing ↗ |
Executive pay and performance
What the chief executive and the other named officers were paid, as reported and as actually paid, next to the shareholder return and net income, from each proxy's pay-versus-performance table.
| Fiscal year | CEO pay, as reported | CEO pay, actually paid | Other officers, as reported (average) | Other officers, actually paid (average) | Shareholder return, $100 | Peer return, $100 | Net income | Proxy |
|---|---|---|---|---|---|---|---|---|
| FY ending 30 Jun 2026 | $23.5M | $0.1M | $5.9M | $1.7M | $55 | $100 | $269.7M | DEF 14A 22 Oct 2026 |
| FY ending 30 Jun 2025 | $3.0MMr. Beauchamp$18.0MMr. Williams | $8.8M$28.3M | $4.7M | $6.3M | $95 | $111 | $227.1M | DEF 14A 22 Oct 2026 |
| FY ending 30 Jun 2024 | $11.1MMr. Beauchamp$14.7MMr. Williams | $-1.5M$1.7M | $3.8M | $1.2M | $69 | $88 | $206.8M | DEF 14A 22 Oct 2026 |
| FY ending 30 Jun 2023 | $21.6MMr. Beauchamp$21.7MMr. Williams | $20.6M$16.0M | $5.5M | $4.3M | $97 | $78 | $140.8M | DEF 14A 22 Oct 2026 |
| FY ending 30 Jun 2022 | $15.3MMr. Beauchamp$8.4MMr. Williams | $11.1M$8.0M | $7.7M | $3.7M | $91 | $65 | $90.8M | DEF 14A 22 Oct 2026 |
| FY ending 30 Jun 2021 | $15.0M | $27.0M | $4.7M | $8.5M | $131 | $154 | $70.8M | DEF 14A 23 Oct 2025 |
Each year from the newest proxy that reports it. Pay actually paid follows the SEC's definition and can be below zero when share awards fall in value. n the proxy's net income differs from the 10-K or was tagged without its scale: hover for which.
Shareholder votes
The vote count on every proposal at each meeting, from the company's 8-K.
| Proposal | For | Against or withheld | Abstain | Broker non-votes | For, % of for and against | Result |
|---|---|---|---|---|---|---|
| Proposal 1: Election of Directors to hold office for one-year term or until their respective successors are elected and qualified, or their earlier death, resignation or removal. | ||||||
| Steven R. Beauchamp | 43,267,165 | 1,045,147 | – | 3,746,743 | 97.6% | – |
| Linda M. Breard | 44,096,710 | 215,602 | – | 3,746,743 | 99.5% | – |
| Virginia G. Breen | 43,158,508 | 1,153,804 | – | 3,746,743 | 97.4% | – |
| Craig A. Conway | 42,828,302 | 1,484,010 | – | 3,746,743 | 96.7% | – |
| Robin L. Pederson | 43,795,403 | 516,909 | – | 3,746,743 | 98.8% | – |
| Andres D. Reiner | 42,817,315 | 1,494,997 | – | 3,746,743 | 96.6% | – |
| Kenneth B. Robinson | 40,230,648 | 4,081,664 | – | 3,746,743 | 90.8% | – |
| Steven I. Sarowitz | 43,863,891 | 448,421 | – | 3,746,743 | 99.0% | – |
| Ronald V. Waters III | 42,318,931 | 1,993,381 | – | 3,746,743 | 95.5% | – |
| Toby J. Williams | 43,935,407 | 376,905 | – | 3,746,743 | 99.1% | – |
| Proposal 2: Ratification of the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending June 30, 2026. | ||||||
| All shares voting | 47,810,256 | 158,945 | 89,854 | – | 99.7% | – |
| Proposal 3: Advisory vote to approve the compensation of named executive officers. | ||||||
| All shares voting | 41,242,588 | 2,979,270 | 90,454 | 3,746,743 | 93.3% | – |
| Proposal 4: Approval of the Amended and Restated 2023 Equity Incentive Plan | ||||||
| All shares voting | 42,518,831 | 1,703,482 | 89,999 | 3,746,743 | 96.1% | – |
Counts as the company reports them in its 8-K. A result shows when the filing states one. Meetings since 2023.
Dividends and buybacks
Dividend per share, the cash paid and the shares bought back, each fiscal year.
This company has paid no dividend in the years held.
Peers
Companies in the same industry, largest first, on the same measures.
| Company | Market value | Revenue, 12 months | Revenue growth | Operating margin | Net margin | ROE | P/E | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|
| Paylocity Holding Corp.this company | $9.4B | $1.8B | 11.0% | 21.8% | 15.2% | 22.1% | 35.8× | 20.0× |
| Microsoft Corp. | $3.89T | $331.8B | 17.8% | 46.8% | 40.3% | 30.2% | 29.2× | 20.2× |
| Palantir Technologies Inc. | $472.8B | $6.2B | 78.9% | 42.8% | 49.0% | 30.9% | 168.2× | 176.8× |
| Oracle Corp. | $381.3B | $71.8B | 21.6% | 32.1% | 26.4% | 28.3% | 19.8× | 13.9× |
| SAP SE | $278.1B | $41.6B | 7.7% | 26.1% | 19.5% | 16.1% | 34.8× | – |
| CrowdStrike Holdings, Inc. | $263.7B | $5.4B | 24.3% | -2.2% | – | – | – | – |
| Shopify Inc. | $218.9B | $13.3B | 32.5% | 13.9% | 14.5% | 15.2% | 113.2× | 116.0× |
| Salesforce, Inc. | $204.5B | $43.9B | 11.2% | 19.9% | 22.0% | 25.2% | 22.7× | 18.6× |
| ServiceNow, Inc. | $164.3B | $14.7B | 22.2% | 11.4% | 11.3% | 13.3% | 99.3× | 63.0× |
| Adobe Inc. | $103.2B | $26.0B | 12.0% | 35.7% | 28.0% | 61.9% | 14.7× | 10.5× |
| Datadog, Inc. | $100.0B | $4.0B | 31.5% | 0.4% | 4.5% | 4.1% | 539.3× | 1282.6× |
What the company does
Paylocity sells cloud-based human capital management (HCM), finance and IT software as a service to businesses in the United States. Excluding clients gained through acquisitions, it served approximately 44,400 clients as of June 30, 2026, which on average had over 150 employees, and its clients typically have between 10 and 5,000 employees. It earns revenue based on the products a client buys, the number of the client's employees and the services it provides for them.
Products
Its payroll and tax services calculate wages, deductions and withholdings using data from its time and labor and human resources products, and its HR tools cover headcount tracking, employee self-service, workflows and documents, an HR compliance dashboard and outsourced HR support. Its time and labor products include time and attendance tracking and scheduling with AI-driven shift recommendations. Paylocity for Finance includes headcount planning, expense management, accounts payable automation, corporate cards and guided procurement, and in fiscal 2025 it acquired Airbase. Paylocity for IT connects employee records to IT systems to automate access, single sign-on and multi-factor authentication, and tracks employee hardware. Ignite AI, its platform-wide AI with agents, automates tasks across pay, time and recruiting, and the Ignite AI Hub lets leaders manage which agents are active and measure their use.
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