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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
AAS
276
Avantax Advisory Services
Texas
$439K
DIM
277
DC Investments Management
Virginia
$436K
GC
278
Gilbert & Cook
Iowa
$433K
OFG
279
Oxford Financial Group
Indiana
$431K
BC
280
Bridgefront Capital
Texas
$422K
KIA
281
Knollwood Investment Advisory
Maryland
$412K
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$395K
YC
283
Yarbrough Capital
Tennessee
$393K
JCM
284
J2 Capital Management
Michigan
$386K
VCM
285
Versant Capital Management
Arizona
$385K
VA
286
Vident Advisory
Georgia
$385K
MSRPS
287
Maryland State Retirement & Pension System
Maryland
$380K
SOW
288
State of Wyoming
Wyoming
$378K
RS
289
R Squared
Hong Kong
$377K
VRS
290
Virginia Retirement Systems
Virginia
$375K
ProShare Advisors
291
ProShare Advisors
Maryland
$373K
CCA
292
Cobblestone Capital Advisors
New York
$372K
CC
293
Centiva Capital
New York
$369K
AWA
294
Aaron Wealth Advisors
Illinois
$368K
QCG
295
Quadrant Capital Group
Ohio
$367K
MC
296
Machina Capital
France
$364K
Wealth Enhancement Advisory Services
297
Wealth Enhancement Advisory Services
Minnesota
$359K
OSAM
298
O'Shaughnessy Asset Management
Connecticut
$357K
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$357K
GCP
300
GSA Capital Partners
United Kingdom
$353K