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Paylocity

473 hedge funds and large institutions have $6.64B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 169 increasing their positions, 174 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:

4.19% less ownership

Funds ownership: 79.82%75.63% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.64B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
473
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
C
301
Certuity
Florida
$380K
GC
302
Gilbert & Cook
Iowa
$378K
CL
303
Choreo LLC
Illinois
$375K
CGH
304
Crossmark Global Holdings
Texas
$374K
ECM
305
Evergreen Capital Management
Washington
$371K
DIM
306
DC Investments Management
Virginia
$370K
OFG
307
Oxford Financial Group
Indiana
$367K
ACM
308
Aster Capital Management
United Arab Emirates
$358K
Corient Private Wealth
309
Corient Private Wealth
Florida
$355K
MM
310
MQS Management
New York
$355K
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$352K
KIA
312
Knollwood Investment Advisory
Maryland
$350K
KWM
313
Keebeck Wealth Management
Illinois
$342K
Capstone Investment Advisors
314
Capstone Investment Advisors
New York
$336K
YC
315
Yarbrough Capital
Tennessee
$334K
KAS
316
Kestra Advisory Services
Texas
$329K
LAM
317
Lifestyle Asset Management
Texas
$324K
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$323K
LAM
319
L2 Asset Management
Massachusetts
$323K
MOS
320
MGO One Seven
Ohio
$320K
ProShare Advisors
321
ProShare Advisors
Maryland
$319K
CCA
322
Cobblestone Capital Advisors
New York
$316K
Lido Advisors
323
Lido Advisors
California
$313K
VA
324
Vident Advisory
Georgia
$313K
GWMR
325
GC Wealth Management RIA
Massachusetts
$302K