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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
Neuberger Berman Group
251
Neuberger Berman Group
New York
$769K
IQI
252
Integrated Quantitative Investments
Washington
$747K
AC
253
AXQ Capital
New Jersey
$725K
Aberdeen Group
254
Aberdeen Group
United Kingdom
$705K
NYLIM
255
New York Life Investment Management
New York
$703K
GLA
256
Great Lakes Advisors
Illinois
$683K
TPI
257
Trust Point Inc
Wisconsin
$675K
Vontobel Holding
258
Vontobel Holding
Switzerland
$671K
1C
259
111 Capital
France
$653K
MML Investors Services
260
MML Investors Services
Massachusetts
$624K
PWS
261
Peterson Wealth Services
Utah
$622K
CPIG
262
Chicago Partners Investment Group
Illinois
$598K
UBP
263
Union Bancaire Privee
Switzerland
$582K
DFCM
264
Dark Forest Capital Management
Puerto Rico
$573K
JCM
265
J2 Capital Management
Michigan
$573K
SCM
266
Semanteon Capital Management
Massachusetts
$569K
GC
267
Guggenheim Capital
Illinois
$559K
Public Employees Retirement Association of Colorado
268
Public Employees Retirement Association of Colorado
Colorado
$558K
AC
269
Armistice Capital
New York
$553K
PAS
270
Park Avenue Securities
New York
$542K
SAM
271
Securian Asset Management
Minnesota
$534K
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$528K
YMRC
273
Yorktown Management & Research Company
Virginia
$526K
Mitsubishi UFJ Trust & Banking
274
Mitsubishi UFJ Trust & Banking
Japan
$516K
TI
275
Tidal Investments
Wisconsin
$505K