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Paylocity

484 hedge funds and large institutions have $7.99B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 159 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:

2.71% more ownership

Funds ownership: 77.11%79.82% (+2.7%)

1% less capital invested

Capital invested by funds: $8.07B → $7.99B (-$85.6M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
484
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
BC
301
Bayforest Capital
United Kingdom
$409K
PCA
302
Pallas Capital Advisors
Massachusetts
$406K
KIA
303
Knollwood Investment Advisory
Maryland
$399K
FGP
304
Freestone Grove Partners
California
$387K
LAM
305
L2 Asset Management
Massachusetts
$385K
Bessemer Group
306
Bessemer Group
New Jersey
$385K
VA
307
Vident Advisory
Georgia
$382K
YC
308
Yarbrough Capital
Tennessee
$380K
MC
309
Machina Capital
France
$379K
Corient Private Wealth
310
Corient Private Wealth
Florida
$375K
ProShare Advisors
311
ProShare Advisors
Maryland
$372K
M1FG
312
Mach-1 Financial Group
Arkansas
$371K
MSRPS
313
Maryland State Retirement & Pension System
Maryland
$367K
CAM
314
Cresset Asset Management
Illinois
$364K
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