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Paylocity

489 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, 187 increasing their positions, 160 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $7.36M | Put options by funds: $1.92M

44% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 160

4% more funds holding

Funds holding: 468489 (+21)

2.55% more ownership

Funds ownership: 77.31%79.85% (+2.5%)

1% less capital invested

Capital invested by funds: $8.09B → $7.99B (-$102M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
489
Holders Change
+21
Holders Change %
+4.49%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
79
Increased
187
Reduced
160
Closed
55
Calls
$7.36M
Puts
$1.92M
Net Calls
+$5.43M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SMTF
276
Sphera Management Technology Funds
Israel
$585K
DS
277
DRW Securities
Illinois
$584K +$603K +3,215 New
Focus Partners Wealth
278
Focus Partners Wealth
Massachusetts
$575K +$340K +1,811 +133%
EF
279
Empowered Funds
Pennsylvania
$552K +$26.1K +139 +5%
PAM
280
Panagora Asset Management
Massachusetts
$543K +$3.38K +18 +0.6%
QCG
281
Quadrant Capital Group
Ohio
$537K +$189K +1,008 +52%
GC
282
Guggenheim Capital
Illinois
$530K -$22K -117 -4%
Commonwealth Equity Services
283
Commonwealth Equity Services
Massachusetts
$519K +$39.4K +210 +8%
LSPW
284
Lake Street Private Wealth
Illinois
$517K
JCM
285
J2 Capital Management
Michigan
$516K +$147K +784 +38%
TI
286
Tidal Investments
Wisconsin
$511K +$529K +2,818 New
CGH
287
Crossmark Global Holdings
Texas
$507K -$8.45K -45 -2%
Envestnet Portfolio Solutions
288
Envestnet Portfolio Solutions
Illinois
$498K -$123K -653 -19%
DT
289
Diversified Trust
Tennessee
$494K +$512K +2,726 New
SG Americas Securities
290
SG Americas Securities
New York
$467K -$429K -2,288 -47%
BHB
291
Bank Hapoalim BM
Israel
$435K
VCM
292
Voleon Capital Management
California
$433K +$448K +2,389 New
Creative Planning
293
Creative Planning
Kansas
$432K -$65.9K -351 -13%
SPA
294
Sherbrooke Park Advisers
New York
$430K +$446K +2,374 New
AAS
295
Avantax Advisory Services
Texas
$430K +$5.26K +28 +1%
GC
296
Gilbert & Cook
Iowa
$428K +$9.57K +51 +2%
DIM
297
DC Investments Management
Virginia
$421K
OFG
298
Oxford Financial Group
Indiana
$417K
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$415K -$94.6K -504 -18%
DTL
300
Dynamic Technology Lab
Singapore
$413K -$458K -2,440 -52%

PCTY Hedge Fund Activity: Q2 2025 in Review

489 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q2 2025, worth a combined $7.99B — down 1.3% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PCTY positions and 55 closed out — a net gain of 24 holders — while 187 added to existing stakes and 160 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $80.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $121M.

  • 489 institutional investors held Paylocity (PCTY) as of Q2 2025, up from 468 in Q1 2025.
  • Funds reported $7.99B of Paylocity stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 79 funds opened new Paylocity positions in Q2 2025 and 55 closed out, a net change of +24 holders.
  • The largest Paylocity buyer in Q2 2025 was Citadel Advisors, an estimated $80.4M added.
  • The largest Paylocity seller in Q2 2025 was T. Rowe Price Associates, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2025.