PCTY icon

Paylocity

464 hedge funds and large institutions have $8.07B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 199 increasing their positions, 133 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $8.5B → $8.07B (-$430M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

70% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $19.4M

Holders
464
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.75M
Puts
$19.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
251
Envestnet Portfolio Solutions
Illinois
$637K
NS
252
NBC Securities
Alabama
$631K
SAM
253
Securian Asset Management
Minnesota
$629K
SMTF
254
Sphera Management Technology Funds
Israel
$605K
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$597K
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$585K
VPIM
257
Vanguard Personalized Indexing Management
California
$571K
CPIG
258
Chicago Partners Investment Group
Illinois
$571K
GC
259
Guggenheim Capital
Illinois
$570K
PAM
260
Panagora Asset Management
Massachusetts
$558K
EF
261
Empowered Funds
Pennsylvania
$545K
USAA
262
United Services Automobile Association
Texas
$538K
LSPW
263
Lake Street Private Wealth
Illinois
$534K
CGH
264
Crossmark Global Holdings
Texas
$532K
Creative Planning
265
Creative Planning
Kansas
$513K
EC
266
EntryPoint Capital
New York
$505K
Commonwealth Equity Services
267
Commonwealth Equity Services
Massachusetts
$498K
IC
268
IEQ Capital
California
$490K
CAM
269
Cresset Asset Management
Illinois
$490K
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$482K
BJL
271
Brighton Jones LLC
Washington
$465K
VF
272
Virtu Financial
New York
$460K
Vontobel Holding
273
Vontobel Holding
Switzerland
$457K
BHB
274
Bank Hapoalim BM
Israel
$450K
MCM
275
Moore Capital Management
New York
$445K