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Paylocity

484 hedge funds and large institutions have $7.99B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 159 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:

2.71% more ownership

Funds ownership: 77.11%79.82% (+2.7%)

1% less capital invested

Capital invested by funds: $8.07B → $7.99B (-$85.6M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
484
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
SMTF
276
Sphera Management Technology Funds
Israel
$585K
DS
277
DRW Securities
Illinois
$584K
Focus Partners Wealth
278
Focus Partners Wealth
Massachusetts
$575K
EF
279
Empowered Funds
Pennsylvania
$552K
PAM
280
Panagora Asset Management
Massachusetts
$543K
QCG
281
Quadrant Capital Group
Ohio
$537K
GC
282
Guggenheim Capital
Illinois
$530K
Commonwealth Equity Services
283
Commonwealth Equity Services
Massachusetts
$519K
LSPW
284
Lake Street Private Wealth
Illinois
$517K
JCM
285
J2 Capital Management
Michigan
$516K
TI
286
Tidal Investments
Wisconsin
$511K
CGH
287
Crossmark Global Holdings
Texas
$507K
Envestnet Portfolio Solutions
288
Envestnet Portfolio Solutions
Illinois
$498K
DT
289
Diversified Trust
Tennessee
$494K
SG Americas Securities
290
SG Americas Securities
New York
$467K
BHB
291
Bank Hapoalim BM
Israel
$435K
VCM
292
Voleon Capital Management
California
$433K
Creative Planning
293
Creative Planning
Kansas
$432K
SPA
294
Sherbrooke Park Advisers
New York
$430K
AAS
295
Avantax Advisory Services
Texas
$430K
GC
296
Gilbert & Cook
Iowa
$428K
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
DTL
300
Dynamic Technology Lab
Singapore
$413K