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Paylocity

487 hedge funds and large institutions have $7.99B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 160 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.69% more ownership

Funds ownership: 77.17%79.86% (+2.7%)

1% less capital invested

Capital invested by funds: $8.08B → $7.99B (-$87.5M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.36M
Puts
$1.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$586K
SMTF
277
Sphera Management Technology Funds
Israel
$585K
DS
278
DRW Securities
Illinois
$584K
Focus Partners Wealth
279
Focus Partners Wealth
Massachusetts
$575K
EF
280
Empowered Funds
Pennsylvania
$552K
PAM
281
Panagora Asset Management
Massachusetts
$543K
QCG
282
Quadrant Capital Group
Ohio
$537K
GC
283
Guggenheim Capital
Illinois
$530K
Commonwealth Equity Services
284
Commonwealth Equity Services
Massachusetts
$519K
LSPW
285
Lake Street Private Wealth
Illinois
$517K
JCM
286
J2 Capital Management
Michigan
$516K
TI
287
Tidal Investments
Wisconsin
$511K
CGH
288
Crossmark Global Holdings
Texas
$507K
Envestnet Portfolio Solutions
289
Envestnet Portfolio Solutions
Illinois
$498K
DT
290
Diversified Trust
Tennessee
$494K
SG Americas Securities
291
SG Americas Securities
New York
$467K
BHB
292
Bank Hapoalim BM
Israel
$435K
VCM
293
Voleon Capital Management
California
$433K
Creative Planning
294
Creative Planning
Kansas
$432K
SPA
295
Sherbrooke Park Advisers
New York
$430K
AAS
296
Avantax Advisory Services
Texas
$430K
GC
297
Gilbert & Cook
Iowa
$428K
DIM
298
DC Investments Management
Virginia
$421K
OFG
299
Oxford Financial Group
Indiana
$417K
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$415K