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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
MML Investors Services
251
MML Investors Services
Massachusetts
$523K -$72K -484 -12%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$521K +$15.8K +106 +3%
JCM
253
J2 Capital Management
Michigan
$520K -$28K -188 -5%
FDCDDQ
254
Federation des caisses Desjardins du Quebec
Quebec, Canada
$516K +$72K +484 +17%
YMRC
255
Yorktown Management & Research Company
Virginia
$503K
FPAS
256
Focus Partners Advisor Solutions
Missouri
$499K +$190K +1,280 +64%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$499K -$339K -2,280 -41%
MCM
258
Moore Capital Management
New York
$498K +$271K +1,820 +126%
SAM
259
Securian Asset Management
Minnesota
$481K -$29.8K -200 -6%
IC
260
Inscription Capital
Texas
$477K -$508K -3,411 -52%
KF
261
Krilogy Financial
Missouri
$470K +$192K +1,289 +66%
EPW
262
Evolve Private Wealth
California
$464K +$452K +3,040 New
YDMI
263
Y.D. More Investments
Israel
$442K
NAM
264
NorthCrest Asset Manangement
Minnesota
$441K +$153K +1,030 +54%
LSPW
265
Lake Street Private Wealth
Illinois
$435K
CB
266
Commerce Bank
Missouri
$434K -$2.49M -16,752 -85%
FAMI
267
Fideuram Asset Management (Ireland)
$430K +$313K +2,106 New
QCM
268
Qsemble Capital Management
New York
$419K -$15K -101 -4%
MSE
269
MUFG Securities EMEA
United Kingdom
$418K +$408K +2,740 New
DT
270
Diversified Trust
Tennessee
$417K +$1.64K +11 +0.4%
AC
271
Armistice Capital
New York
$415K -$112K -751 -22%
AA
272
ALPS Advisors
Colorado
$413K +$2.98K +20 +0.7%
SGAM
273
Smith Group Asset Management
Texas
$405K +$396K +2,659 New
MC
274
Machina Capital
France
$401K
C
275
Certuity
Florida
$391K +$26.6K +179 +8%