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Paylocity

487 hedge funds and large institutions have $7.99B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 160 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.69% more ownership

Funds ownership: 77.17%79.86% (+2.7%)

1% less capital invested

Capital invested by funds: $8.08B → $7.99B (-$87.5M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.36M
Puts
$1.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
301
Dynamic Technology Lab
Singapore
$413K
BC
302
Bayforest Capital
United Kingdom
$409K
PCA
303
Pallas Capital Advisors
Massachusetts
$406K
KIA
304
Knollwood Investment Advisory
Maryland
$399K
FGP
305
Freestone Grove Partners
California
$387K
LAM
306
L2 Asset Management
Massachusetts
$385K
Bessemer Group
307
Bessemer Group
New Jersey
$385K
VA
308
Vident Advisory
Georgia
$382K
YC
309
Yarbrough Capital
Tennessee
$380K
MC
310
Machina Capital
France
$379K
Corient Private Wealth
311
Corient Private Wealth
Florida
$375K
ProShare Advisors
312
ProShare Advisors
Maryland
$372K
M1FG
313
Mach-1 Financial Group
Arkansas
$371K
MSRPS
314
Maryland State Retirement & Pension System
Maryland
$367K
UBP
315
Union Bancaire Privee
Switzerland
$362K
IWC
316
Integrated Wealth Concepts
Massachusetts
$361K
CCA
317
Cobblestone Capital Advisors
New York
$360K
TSS
318
Two Sigma Securities
New York
$359K
AWA
319
Aaron Wealth Advisors
Illinois
$356K
MOS
320
MGO One Seven
Ohio
$348K
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$339K
Pacer Advisors
322
Pacer Advisors
Pennsylvania
$335K
RGC
323
Roberts, Glore & Co
Illinois
$332K
PTC
324
Petrus Trust Company
Texas
$330K
Mitsubishi UFJ Trust & Banking
325
Mitsubishi UFJ Trust & Banking
Japan
$327K