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Paylocity

463 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 178 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.59M

4.09% more ownership

Funds ownership: 75.75%79.84% (+4.1%)

1% less capital invested

Capital invested by funds: $6.66B → $6.6B (-$50.9M)

4% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 178

4% less funds holding

Funds holding: 484463 (-21)

16% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 83

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
463
Holders Change
-21
Holders Change %
-4.34%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
70
Increased
171
Reduced
178
Closed
83
Calls
$17.3M
Puts
$4.59M
Net Calls
+$12.7M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
226
Chicago Partners Investment Group
Illinois
$877K +$298K +2,006 +50%
JIC
227
Johnson Investment Counsel
Ohio
$865K -$458K -3,080 -35%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$832K -$3.19M -21,409 -80%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$813K +$376K +2,527 +90%
FRM
230
Fox Run Management
Connecticut
$805K -$1.69M -11,335 -68%
Truist Financial
231
Truist Financial
North Carolina
$793K -$2.42M -16,254 -76%
SC
232
Syon Capital
California
$775K +$291K +1,958 +63%
IIM
233
INTECH Investment Management
Florida
$769K -$735K -4,937 -49%
NA
234
NewEdge Advisors
Louisiana
$735K +$282K +1,892 +65%
PCA
235
Pallas Capital Advisors
Massachusetts
$718K +$701K +4,710 New
KCP
236
Kera Capital Partners
California
$682K +$474K +3,189 +171%
I
237
InceptionR
California
$680K -$183K -1,228 -22%
Federated Hermes
238
Federated Hermes
Pennsylvania
$670K -$67.5K -454 -9%
AWA
239
Aaron Wealth Advisors
Illinois
$667K -$733K -4,924 -53%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$661K -$81.8K -550 -11%
RS
241
R Squared
Hong Kong
$646K -$149K -1,001 -19%
GLA
242
Great Lakes Advisors
Illinois
$646K -$7.59K -51 -1%
TPI
243
Trust Point Inc
Wisconsin
$641K -$5.06K -34 -0.8%
GCM
244
Graham Capital Management
Connecticut
$633K -$749K -5,032 -55%
CRC
245
Curi RMB Capital
Illinois
$586K +$572K +3,842 New
BAAM
246
Baker Avenue Asset Management
California
$568K +$187K +1,259 +51%
TSS
247
Two Sigma Securities
New York
$558K +$145K +975 +36%
IFU
248
iSAM Funds (UK)
United Kingdom
$543K -$876K -5,890 -62%
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$535K
SLAM
250
Swiss Life Asset Management
$534K +$214K +1,439 +70%