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Paylocity
PCTY

Overview Fund Activity

463 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, 132 reducing their positions, and 59 closing their positions.

Holders
463
Holders Change
+12
Holders Change %
+2.66%
% of All Funds
6.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
78
Increased
199
Reduced
132
Closed
59
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$129M
2
Citadel Advisors
2
Citadel Advisors
Florida
$166M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$808M
4
ZIG
4
Zurich Insurance Group
Switzerland
$48M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$102M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$24.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$102M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$50.5M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$43.2M
Name Market Value Shares Shares
Change 		Shares
Change %
NS
251
NBC Securities
Alabama
$631K 3,370 +3,368 +168,400%
SAM
252
Securian Asset Management
Minnesota
$629K 3,355 +100 +3%
SMTF
253
Sphera Management Technology Funds
Israel
$605K 3,230 – –
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$597K 3,186 +30 +1%
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$585K 3,125 +323 +12%
VPIM
256
Vanguard Personalized Indexing Management
California
$571K 3,048 -269 -8%
CPIG
257
Chicago Partners Investment Group
Illinois
$571K 3,109 +917 +42%
GC
258
Guggenheim Capital
Illinois
$570K 3,044 -452 -13%
PAM
259
Panagora Asset Management
Massachusetts
$558K 2,978 -222 -7%
EF
260
Empowered Funds
Pennsylvania
$545K 2,909 -8,662 -75%
USAA
261
United Services Automobile Association
Texas
$538K 2,886 +2,886 New
LSPW
262
Lake Street Private Wealth
Illinois
$534K 2,851 – –
CGH
263
Crossmark Global Holdings
Texas
$532K 2,842 +10 +0.4%
Creative Planning
264
Creative Planning
Kansas
$513K 2,736 +996 +57%
EC
265
EntryPoint Capital
New York
$505K 2,695 +2,695 New
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$498K 2,656 +2,656 New
IC
267
IEQ Capital
California
$490K 2,614 +2,614 New
CAM
268
Cresset Asset Management
Illinois
$490K 2,613 +62 +2%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$482K 2,794 +245 +10%
BJL
270
Brighton Jones LLC
Washington
$465K 2,483 +19 +0.8%
VF
271
Virtu Financial
New York
$460K 2,454 +2,454 New
Vontobel Holding
272
Vontobel Holding
Switzerland
$457K 2,441 -690 -22%
BHB
273
Bank Hapoalim BM
Israel
$450K 2,400 -2,170 -47%
MCM
274
Moore Capital Management
New York
$445K 2,375 +2,375 New
AAS
275
Avantax Advisory Services
Texas
$439K 2,343 +403 +21%
9 10
11
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