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Paylocity

468 hedge funds and large institutions have $8.09B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 202 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 136

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

3% more funds holding

Funds holding: 456468 (+12)

0.82% more ownership

Funds ownership: 76.49%77.31% (+0.82%)

5% less capital invested

Capital invested by funds: $8.51B → $8.09B (-$412M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

70% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $19.4M

Holders
468
Holders Change
+12
Holders Change %
+2.63%
% of All Funds
6.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
76
Increased
202
Reduced
136
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KCP
326
Kera Capital Partners
California
$261K +$51.7K +259 +23%
SQA
327
Simon Quick Advisors
New Jersey
$257K +$274K +1,371 New
C
328
Certuity
Florida
$257K +$41.2K +206 +18%
IAN
329
Integrated Advisors Network
Texas
$256K +$273K +1,367 New
Focus Partners Wealth
330
Focus Partners Wealth
Massachusetts
$256K +$53.7K +269 +25%
AFCM
331
Applied Finance Capital Management
Puerto Rico
$255K +$2.2K +11 +0.8%
FTWA
332
Fifth Third Wealth Advisors
Ohio
$253K +$799 +4 +0.3%
OAC
333
OMERS Administration Corp
Ontario, Canada
$251K -$44.2K -221 -14%
QCM
334
QRG Capital Management
Illinois
$249K -$15.4K -77 -5%
TRCT
335
Tower Research Capital (TRC)
New York
$247K -$318K -1,594 -55%
HR
336
Hardy Reed
Mississippi
$246K +$26.8K +134 +11%
CCM
337
Coldstream Capital Management
Washington
$244K +$25.8K +129 +11%
IFG
338
Independent Financial Group
California
$239K +$599 +3 +0.2%
SW
339
SkyOak Wealth
Michigan
$236K -$90.3K -452 -26%
Jones Financial Companies
340
Jones Financial Companies
Missouri
$235K -$15K -75 -6%
SAM
341
Shell Asset Management
Netherlands
$234K +$249K +1,248 New
Marshall Wace
342
Marshall Wace
United Kingdom
$232K +$247K +1,238 New
ACM
343
Aster Capital Management
United Arab Emirates
$232K +$227K +1,134 New
Corient Private Wealth
344
Corient Private Wealth
Florida
$231K +$246K +1,233 New
M&T Bank
345
M&T Bank
New York
$226K -$111K -557 -32%
ABC
346
Associated Banc-Corp
Wisconsin
$226K +$10.4K +52 +5%
ECM
347
Everence Capital Management
Indiana
$217K
BDFN
348
Bond & Devick Financial Network
Minnesota
$215K +$230K +1,150 New
VCA
349
Verdence Capital Advisors
Maryland
$214K +$228K +1,140 New
SRL
350
Scientech Research LLC
New Jersey
$207K -$115K -576 -34%

PCTY Hedge Fund Activity: Q1 2025 in Review

468 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q1 2025, worth a combined $8.09B — down 4.8% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PCTY positions and 60 closed out — a net gain of 16 holders — while 202 added to existing stakes and 136 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $137M. The largest seller was Capital International Investors, exiting entirely with an estimated $232M sold.

  • 468 institutional investors held Paylocity (PCTY) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $8.09B of Paylocity stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 76 funds opened new Paylocity positions in Q1 2025 and 60 closed out, a net change of +16 holders.
  • The largest Paylocity buyer in Q1 2025 was William Blair Investment Management, an estimated $137M added.
  • The largest Paylocity seller in Q1 2025 was Capital International Investors, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2025.