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Paylocity

478 hedge funds and large institutions have $6.65B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 177 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

4.21% less ownership

Funds ownership: 79.86%75.65% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.65B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$2.56M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$67.7M
3 +$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$44M

Top Sellers

1 -$366M
2 -$76.4M
3 -$75.7M
4
Invesco
Invesco
Georgia
-$69.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
276
Syon Capital
California
$497K
AI
277
Atria Investments
North Carolina
$479K
PAM
278
Panagora Asset Management
Massachusetts
$477K
GCM
279
Gallacher Capital Management
Colorado
$470K
BFM
280
Boothbay Fund Management
New York
$467K
NA
281
NewEdge Advisors
Louisiana
$466K
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$462K
YDMI
283
Y.D. More Investments
Israel
$462K
LSPW
284
Lake Street Private Wealth
Illinois
$454K
QCM
285
Qsemble Capital Management
New York
$454K
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$447K
QCG
287
Quadrant Capital Group
Ohio
$435K
DT
288
Diversified Trust
Tennessee
$434K
Commonwealth Equity Services
289
Commonwealth Equity Services
Massachusetts
$430K
AA
290
ALPS Advisors
Colorado
$428K
CAM
291
Cresset Asset Management
Illinois
$427K
TSS
292
Two Sigma Securities
New York
$427K
SRL
293
Scientech Research LLC
New Jersey
$424K
MC
294
Machina Capital
France
$419K
FC
295
FORA Capital
Florida
$409K
TRCT
296
Tower Research Capital (TRC)
New York
$395K
Kovitz Investment Group Partners
297
Kovitz Investment Group Partners
Illinois
$395K
William Blair Investment Management
298
William Blair Investment Management
Illinois
$394K
BAAM
299
Baker Avenue Asset Management
California
$393K
PA
300
PharVision Advisers
Florida
$389K