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Paylocity

478 hedge funds and large institutions have $6.65B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 177 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:

4.21% less ownership

Funds ownership: 79.86%75.65% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.65B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
478
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
IC
226
Inscription Capital
Texas
$1.04M
CAMG
227
CWA Asset Management Group
Florida
$998K
DekaBank Deutsche Girozentrale
228
DekaBank Deutsche Girozentrale
Germany
$990K
MIM
229
Morningstar Investment Management
Illinois
$986K
PCM
230
Polymer Capital Management
New York
$977K
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$950K
AIM
232
Aigen Investment Management
New York
$938K
BMSSC
233
B. Metzler seel. Sohn & Co
Germany
$926K
SPA
234
Sherbrooke Park Advisers
New York
$917K
I
235
InceptionR
California
$906K
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$884K
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$870K
VPIM
238
Vanguard Personalized Indexing Management
California
$870K
Pathstone Holdings
239
Pathstone Holdings
New Jersey
$869K
CG
240
Caprock Group
Idaho
$868K
GCP
241
GSA Capital Partners
United Kingdom
$865K
DTL
242
Dynamic Technology Lab
Singapore
$860K
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$854K
SC
244
Savant Capital
Illinois
$843K
RS
245
R Squared
Hong Kong
$835K
Creative Planning
246
Creative Planning
Kansas
$815K
XT
247
XTX Topco
Cayman Islands
$797K
SOADOR
248
State of Alaska Department of Revenue
Alaska
$778K
BJL
249
Brighton Jones LLC
Washington
$776K
Federated Hermes
250
Federated Hermes
Pennsylvania
$772K