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Paylocity

478 hedge funds and large institutions have $6.65B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 177 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:

4.21% less ownership

Funds ownership: 79.86%75.65% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.65B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
478
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
IWC
301
Integrated Wealth Concepts
Massachusetts
$385K
C
302
Certuity
Florida
$380K
GC
303
Gilbert & Cook
Iowa
$378K
CL
304
Choreo LLC
Illinois
$375K
CGH
305
Crossmark Global Holdings
Texas
$374K
ECM
306
Evergreen Capital Management
Washington
$371K
DIM
307
DC Investments Management
Virginia
$370K
OFG
308
Oxford Financial Group
Indiana
$367K
ACM
309
Aster Capital Management
United Arab Emirates
$358K
Corient Private Wealth
310
Corient Private Wealth
Florida
$355K
MM
311
MQS Management
New York
$355K
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$352K
KIA
313
Knollwood Investment Advisory
Maryland
$350K
KWM
314
Keebeck Wealth Management
Illinois
$342K
Capstone Investment Advisors
315
Capstone Investment Advisors
New York
$336K
YC
316
Yarbrough Capital
Tennessee
$334K
KAS
317
Kestra Advisory Services
Texas
$329K
SLAM
318
Swiss Life Asset Management
$329K
LAM
319
Lifestyle Asset Management
Texas
$324K
MSRPS
320
Maryland State Retirement & Pension System
Maryland
$323K
LAM
321
L2 Asset Management
Massachusetts
$323K
MOS
322
MGO One Seven
Ohio
$320K
ProShare Advisors
323
ProShare Advisors
Maryland
$319K
SA
324
Sanctuary Advisors
Indiana
$317K
CCA
325
Cobblestone Capital Advisors
New York
$316K