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Paylocity

473 hedge funds and large institutions have $6.64B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 169 increasing their positions, 174 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

4.19% less ownership

Funds ownership: 79.82%75.63% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.64B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
473
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$2.56M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$67.7M
3 +$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$44M

Top Sellers

1 -$366M
2 -$76.4M
3 -$75.7M
4
Invesco
Invesco
Georgia
-$69.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
226
CWA Asset Management Group
Florida
$998K
DekaBank Deutsche Girozentrale
227
DekaBank Deutsche Girozentrale
Germany
$990K
MIM
228
Morningstar Investment Management
Illinois
$986K
PCM
229
Polymer Capital Management
New York
$977K
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$950K
AIM
231
Aigen Investment Management
New York
$938K
BMSSC
232
B. Metzler seel. Sohn & Co
Germany
$926K
SPA
233
Sherbrooke Park Advisers
New York
$917K
I
234
InceptionR
California
$906K
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$884K
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$870K
VPIM
237
Vanguard Personalized Indexing Management
California
$870K
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$869K
CG
239
Caprock Group
Idaho
$868K
GCP
240
GSA Capital Partners
United Kingdom
$865K
DTL
241
Dynamic Technology Lab
Singapore
$860K
CAPTRUST Financial Advisors
242
CAPTRUST Financial Advisors
North Carolina
$854K
SC
243
Savant Capital
Illinois
$843K
RS
244
R Squared
Hong Kong
$835K
Creative Planning
245
Creative Planning
Kansas
$815K
XT
246
XTX Topco
Cayman Islands
$797K
SOADOR
247
State of Alaska Department of Revenue
Alaska
$778K
BJL
248
Brighton Jones LLC
Washington
$776K
Federated Hermes
249
Federated Hermes
Pennsylvania
$772K
Neuberger Berman Group
250
Neuberger Berman Group
New York
$769K