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Paylocity

483 hedge funds and large institutions have $7.97B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
6.48%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
78
Increased
185
Reduced
158
Closed
54
Calls
$7.36M
Puts
$1.92M
Net Calls
+$5.44M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
326
Choreo LLC
Illinois
$313K +$22.7K +125 +8%
SC
327
Syon Capital
California
$312K +$312K +1,721 New
IC
328
Inscription Capital
Texas
$305K +$305K +1,685 New
P
329
&Partners
Tennessee
$301K +$7.05K +39 +2%
Cambridge Investment Research Advisors
330
Cambridge Investment Research Advisors
Iowa
$300K +$300K +1,655 New
GCM
331
Gallacher Capital Management
Colorado
$297K +$297K +1,640 New
Mackenzie Financial
332
Mackenzie Financial
Ontario, Canada
$295K
KCP
333
Kera Capital Partners
California
$290K +$37.7K +208 +15%
DWT
334
Dorsey & Whitney Trust
South Dakota
$287K
HAG
335
HighPoint Advisor Group
Illinois
$286K +$1.99K +11 +0.7%
ECM
336
Evergreen Capital Management
Washington
$286K -$34.2K -189 -11%
MTWM
337
Masso Torrence Wealth Management
New Jersey
$283K +$2.36K +13 +0.8%
EC
338
EntryPoint Capital
New York
$283K -$205K -1,134 -42%
SCM
339
Shelton Capital Management
Colorado
$280K -$6.52K -36 -2%
PFBT
340
Parkside Financial Bank & Trust
Missouri
$280K -$18.1K -100 -6%
RFC
341
Regions Financial Corp
Alabama
$277K -$16.7K -92 -6%
VWM
342
Venturi Wealth Management
Texas
$276K -$29.5K -163 -10%
OIA
343
OneDigital Investment Advisors
Kansas
$272K +$12.1K +67 +5%
TCM
344
Teza Capital Management
Illinois
$271K +$271K +1,498 New
LAM
345
Lifestyle Asset Management
Texas
$270K +$270K +1,490 New
BFM
346
Boothbay Fund Management
New York
$270K +$270K +1,489 New
VCM
347
Versant Capital Management
Arizona
$266K -$107K -591 -29%
FFM
348
Forum Financial Management
Illinois
$264K +$264K +1,459 New
FPAS
349
Focus Partners Advisor Solutions
Missouri
$256K +$256K +1,413 New
WCM
350
Washington Capital Management
Washington
$255K -$467K -2,580 -65%