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Paylocity
PCTY

Overview Fund Activity

483 hedge funds and large institutions have $7.97B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
6.48%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
78
Increased
185
Reduced
158
Closed
54
Calls
$7.36M
Puts
$1.92M
Net Calls
+$5.44M
Net Calls Change
+$19.1M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$238M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$81.4M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$43.6M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$62M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$155M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$660M
2
WA
2
Wasatch Advisors
Utah
$322M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
ZIG
4
Zurich Insurance Group
Switzerland
$0
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
276
Focus Partners Wealth
Massachusetts
$575K +$328K +1,811 +133%
EF
277
Empowered Funds
Pennsylvania
$552K +$25.2K +139 +5%
PAM
278
Panagora Asset Management
Massachusetts
$543K +$3.26K +18 +0.6%
QCG
279
Quadrant Capital Group
Ohio
$537K +$183K +1,008 +52%
GC
280
Guggenheim Capital
Illinois
$530K -$21.2K -117 -4%
Commonwealth Equity Services
281
Commonwealth Equity Services
Massachusetts
$519K +$38K +210 +8%
LSPW
282
Lake Street Private Wealth
Illinois
$517K – – –
JCM
283
J2 Capital Management
Michigan
$516K +$142K +784 +38%
TI
284
Tidal Investments
Wisconsin
$511K +$511K +2,818 New
CGH
285
Crossmark Global Holdings
Texas
$507K -$8.15K -45 -2%
Envestnet Portfolio Solutions
286
Envestnet Portfolio Solutions
Illinois
$498K -$118K -653 -19%
DT
287
Diversified Trust
Tennessee
$494K +$494K +2,726 New
SG Americas Securities
288
SG Americas Securities
New York
$467K -$414K -2,288 -47%
BHB
289
Bank Hapoalim BM
Israel
$435K – – –
VCM
290
Voleon Capital Management
California
$433K +$433K +2,389 New
Creative Planning
291
Creative Planning
Kansas
$432K -$63.6K -351 -13%
SPA
292
Sherbrooke Park Advisers
New York
$430K +$430K +2,374 New
AAS
293
Avantax Advisory Services
Texas
$430K +$5.07K +28 +1%
GC
294
Gilbert & Cook
Iowa
$428K +$9.24K +51 +2%
DIM
295
DC Investments Management
Virginia
$421K – – –
OFG
296
Oxford Financial Group
Indiana
$417K – – –
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$415K -$91.3K -504 -18%
DTL
298
Dynamic Technology Lab
Singapore
$413K -$442K -2,440 -52%
BC
299
Bayforest Capital
United Kingdom
$409K +$355K +1,959 +662%
PCA
300
Pallas Capital Advisors
Massachusetts
$406K +$406K +2,238 New
10 11
12
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