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Paylocity

459 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 169 increasing their positions, 178 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 480459 (-21)

15% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 81

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.3M
Puts
$4.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
226
Johnson Investment Counsel
Ohio
$865K
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$832K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$813K
FRM
229
Fox Run Management
Connecticut
$805K
Truist Financial
230
Truist Financial
North Carolina
$793K
SC
231
Syon Capital
California
$775K
IIM
232
INTECH Investment Management
Florida
$769K
NA
233
NewEdge Advisors
Louisiana
$735K
PCA
234
Pallas Capital Advisors
Massachusetts
$718K
KCP
235
Kera Capital Partners
California
$682K
I
236
InceptionR
California
$680K
Federated Hermes
237
Federated Hermes
Pennsylvania
$670K
AWA
238
Aaron Wealth Advisors
Illinois
$667K
SOADOR
239
State of Alaska Department of Revenue
Alaska
$661K
RS
240
R Squared
Hong Kong
$646K
GLA
241
Great Lakes Advisors
Illinois
$646K
TPI
242
Trust Point Inc
Wisconsin
$641K
GCM
243
Graham Capital Management
Connecticut
$633K
CRC
244
Curi RMB Capital
Illinois
$586K
BAAM
245
Baker Avenue Asset Management
California
$568K
TSS
246
Two Sigma Securities
New York
$558K
IFU
247
iSAM Funds (UK)
United Kingdom
$543K
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$535K
SLAM
249
Swiss Life Asset Management
$534K
MML Investors Services
250
MML Investors Services
Massachusetts
$523K