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Paylocity
PCTY

Overview Fund Activity

463 hedge funds and large institutions have $8.07B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
6.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
78
Increased
199
Reduced
132
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$129M
2
Citadel Advisors
Citadel Advisors
Florida
$166M
3
Vanguard Group
Vanguard Group
Pennsylvania
$808M
4
ZIG
Zurich Insurance Group
Switzerland
$48M
5
ClearBridge Investments
ClearBridge Investments
New York
$102M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$24.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$102M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.5M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
301
Roberts, Glore & Co
Illinois
$344K – – –
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$334K +$7.49K +40 +2%
ECM
303
Evergreen Capital Management
Washington
$331K +$93.3K +498 +39%
VWM
304
Venturi Wealth Management
Texas
$316K +$45K +240 +17%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$308K +$25.7K +137 +9%
Mackenzie Financial
306
Mackenzie Financial
Ontario, Canada
$305K -$364K -1,945 -54%
TSS
307
Two Sigma Securities
New York
$305K +$93.1K +497 +44%
MOS
308
MGO One Seven
Ohio
$303K +$48K +256 +19%
RFC
309
Regions Financial Corp
Alabama
$303K -$375 -2 -0.1%
P
310
&Partners
Tennessee
$303K +$42.7K +229 +16%
HAG
311
HighPoint Advisor Group
Illinois
$302K +$2.12K +11 +0.7%
CL
312
Choreo LLC
Illinois
$300K +$44.2K +236 +17%
WA
313
Wealth Alliance
New York
$299K +$34.8K +186 +13%
SC
314
Savant Capital
Illinois
$299K +$299K +1,598 New
DWT
315
Dorsey & Whitney Trust
South Dakota
$297K -$1.69K -9 -0.6%
SCM
316
Shelton Capital Management
Colorado
$296K -$9.55K -51 -3%
MTWM
317
Masso Torrence Wealth Management
New Jersey
$290K -$2.81K -15 -1%
BC
318
Burney Company
Virginia
$286K -$62.6K -334 -18%
OQS
319
Occudo Quantitative Strategies
Florida
$283K +$283K +1,521 New
OIA
320
OneDigital Investment Advisors
Kansas
$269K +$27.9K +149 +12%
CAM
321
Claret Asset Management
Quebec, Canada
$268K -$285K -1,429 Closed
PTC
322
Petrus Trust Company
Texas
$261K -$247K -1,321 -49%
KCP
323
Kera Capital Partners
California
$261K +$48.5K +259 +23%
SQA
324
Simon Quick Advisors
New Jersey
$257K +$257K +1,371 New
C
325
Certuity
Florida
$257K +$38.6K +206 +18%
11 12
13
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