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Paylocity

463 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 178 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.59M

4.09% more ownership

Funds ownership: 75.75%79.84% (+4.1%)

1% less capital invested

Capital invested by funds: $6.66B → $6.6B (-$50.9M)

4% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 178

4% less funds holding

Funds holding: 484463 (-21)

16% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 83

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
463
Holders Change
-21
Holders Change %
-4.34%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
70
Increased
171
Reduced
178
Closed
83
Calls
$17.3M
Puts
$4.59M
Net Calls
+$12.7M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
276
Versant Capital Management
Arizona
$388K +$142K +954 +60%
PAS
277
Park Avenue Securities
New York
$388K -$128K -857 -25%
CJ
278
Caitlin John
Michigan
$388K +$379K +2,544 New
BIG
279
Brooklyn Investment Group
New York
$388K +$375K +2,521 New
Neuberger Berman Group
280
Neuberger Berman Group
New York
$382K -$346K -2,325 -48%
BHCM
281
Brevan Howard Capital Management
Jersey
$375K -$1.06M -7,137 -74%
SCP
282
Sivia Capital Partners
California
$370K +$361K +2,423 New
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$366K +$28.6K +192 +9%
AI
284
Atria Investments
North Carolina
$360K -$96.1K -646 -21%
GC
285
Gilbert & Cook
Iowa
$356K -$6.25K -42 -2%
MFS
286
Mirabella Financial Services
United Kingdom
$346K +$337K +2,268 New
CGH
287
Crossmark Global Holdings
Texas
$345K -$12.8K -86 -4%
ACM
288
Aster Capital Management
United Arab Emirates
$341K -$2.08K -14 -0.6%
KIA
289
Knollwood Investment Advisory
Maryland
$336K
NYLIM
290
New York Life Investment Management
New York
$335K -$330K -2,221 -50%
MOS
291
MGO One Seven
Ohio
$333K +$25.6K +172 +9%
LCM
292
Legato Capital Management
California
$331K +$323K +2,169 New
VC
293
VarCov Co
Connecticut
$323K +$315K +2,118 New
LAM
294
Lifestyle Asset Management
Texas
$321K +$9.82K +66 +3%
YC
295
Yarbrough Capital
Tennessee
$320K
ICP
296
Interchange Capital Partners
Pennsylvania
$318K +$47.5K +319 +18%
Osaic Holdings
297
Osaic Holdings
Arizona
$314K +$171K +1,147 +125%
Lido Advisors
298
Lido Advisors
California
$314K +$12.5K +84 +4%
GC
299
Guggenheim Capital
Illinois
$312K -$218K -1,467 -42%
OL
300
Optas LLC
Texas
$310K +$303K +2,035 New