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Paylocity

459 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 169 increasing their positions, 178 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 480459 (-21)

15% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 81

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.3M
Puts
$4.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
276
Park Avenue Securities
New York
$388K
CJ
277
Caitlin John
Michigan
$388K
BIG
278
Brooklyn Investment Group
New York
$388K
Neuberger Berman Group
279
Neuberger Berman Group
New York
$382K
BHCM
280
Brevan Howard Capital Management
Jersey
$375K
SCP
281
Sivia Capital Partners
California
$370K
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$366K
AI
283
Atria Investments
North Carolina
$360K
GC
284
Gilbert & Cook
Iowa
$356K
MFS
285
Mirabella Financial Services
United Kingdom
$346K
CGH
286
Crossmark Global Holdings
Texas
$345K
ACM
287
Aster Capital Management
United Arab Emirates
$341K
KIA
288
Knollwood Investment Advisory
Maryland
$336K
NYLIM
289
New York Life Investment Management
New York
$335K
MOS
290
MGO One Seven
Ohio
$333K
LCM
291
Legato Capital Management
California
$331K
VC
292
VarCov Co
Connecticut
$323K
LAM
293
Lifestyle Asset Management
Texas
$321K
YC
294
Yarbrough Capital
Tennessee
$320K
ICP
295
Interchange Capital Partners
Pennsylvania
$318K
Osaic Holdings
296
Osaic Holdings
Arizona
$314K
Lido Advisors
297
Lido Advisors
California
$314K
GC
298
Guggenheim Capital
Illinois
$312K
OL
299
Optas LLC
Texas
$310K
MSRPS
300
Maryland State Retirement & Pension System
Maryland
$309K