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Paylocity

468 hedge funds and large institutions have $8.09B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 202 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 136

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

3% more funds holding

Funds holding: 456468 (+12)

0.82% more ownership

Funds ownership: 76.49%77.31% (+0.82%)

5% less capital invested

Capital invested by funds: $8.51B → $8.09B (-$412M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

70% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $19.4M

Holders
468
Holders Change
+12
Holders Change %
+2.63%
% of All Funds
6.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
76
Increased
202
Reduced
136
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$357K +$93.5K +468 +33%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$357K +$257K +1,288 +208%
GCP
303
GSA Capital Partners
United Kingdom
$353K -$51.3K -257 -12%
LAM
304
L2 Asset Management
Massachusetts
$346K +$369K +1,847 New
RGC
305
Roberts, Glore & Co
Illinois
$344K
CIBC Asset Management
306
CIBC Asset Management
Ontario, Canada
$334K +$7.99K +40 +2%
ECM
307
Evergreen Capital Management
Washington
$331K +$99.5K +498 +39%
VWM
308
Venturi Wealth Management
Texas
$316K +$47.9K +240 +17%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$308K +$27.4K +137 +9%
Mackenzie Financial
310
Mackenzie Financial
Ontario, Canada
$305K -$389K -1,945 -54%
TSS
311
Two Sigma Securities
New York
$305K +$99.3K +497 +44%
MOS
312
MGO One Seven
Ohio
$303K +$51.1K +256 +19%
RFC
313
Regions Financial Corp
Alabama
$303K -$400 -2 -0.1%
P
314
&Partners
Tennessee
$303K +$45.8K +229 +16%
HAG
315
HighPoint Advisor Group
Illinois
$302K +$2.2K +11 +0.7%
CL
316
Choreo LLC
Illinois
$300K +$47.1K +236 +17%
WA
317
Wealth Alliance
New York
$299K +$37.2K +186 +13%
DWT
318
Dorsey & Whitney Trust
South Dakota
$297K -$1.8K -9 -0.6%
SCM
319
Shelton Capital Management
Colorado
$296K -$10.2K -51 -3%
MTWM
320
Masso Torrence Wealth Management
New Jersey
$290K -$3K -15 -1%
BC
321
Burney Company
Virginia
$286K -$66.7K -334 -18%
OQS
322
Occudo Quantitative Strategies
Florida
$283K +$304K +1,521 New
OIA
323
OneDigital Investment Advisors
Kansas
$269K +$29.8K +149 +12%
CAM
324
Claret Asset Management
Quebec, Canada
$268K -$285K -1,429 Closed
PTC
325
Petrus Trust Company
Texas
$261K -$264K -1,321 -49%

PCTY Hedge Fund Activity: Q1 2025 in Review

468 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q1 2025, worth a combined $8.09B — down 4.8% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PCTY positions and 60 closed out — a net gain of 16 holders — while 202 added to existing stakes and 136 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $137M. The largest seller was Capital International Investors, exiting entirely with an estimated $232M sold.

  • 468 institutional investors held Paylocity (PCTY) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $8.09B of Paylocity stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 76 funds opened new Paylocity positions in Q1 2025 and 60 closed out, a net change of +16 holders.
  • The largest Paylocity buyer in Q1 2025 was William Blair Investment Management, an estimated $137M added.
  • The largest Paylocity seller in Q1 2025 was Capital International Investors, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2025.