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Paylocity

489 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, 187 increasing their positions, 160 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $7.36M | Put options by funds: $1.92M

44% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 55

17% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 160

4% more funds holding

Funds holding: 468489 (+21)

2.55% more ownership

Funds ownership: 77.31%79.85% (+2.5%)

1% less capital invested

Capital invested by funds: $8.09B → $7.99B (-$102M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
489
Holders Change
+21
Holders Change %
+4.49%
% of All Funds
6.44%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
79
Increased
187
Reduced
160
Closed
55
Calls
$7.36M
Puts
$1.92M
Net Calls
+$5.43M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$323K
WA
327
Wealth Alliance
New York
$320K +$31.7K +169 +11%
CL
328
Choreo LLC
Illinois
$313K +$23.5K +125 +8%
SC
329
Syon Capital
California
$312K +$323K +1,721 New
IC
330
Inscription Capital
Texas
$305K +$316K +1,685 New
P
331
&Partners
Tennessee
$301K +$7.32K +39 +2%
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$300K +$311K +1,655 New
GCM
333
Gallacher Capital Management
Colorado
$297K +$308K +1,640 New
Mackenzie Financial
334
Mackenzie Financial
Ontario, Canada
$295K
KCP
335
Kera Capital Partners
California
$290K +$39K +208 +15%
DWT
336
Dorsey & Whitney Trust
South Dakota
$287K
HAG
337
HighPoint Advisor Group
Illinois
$286K +$2.06K +11 +0.7%
ECM
338
Evergreen Capital Management
Washington
$286K -$35.5K -189 -11%
MTWM
339
Masso Torrence Wealth Management
New Jersey
$283K +$2.44K +13 +0.8%
EC
340
EntryPoint Capital
New York
$283K -$213K -1,134 -42%
SCM
341
Shelton Capital Management
Colorado
$280K -$6.76K -36 -2%
PFBT
342
Parkside Financial Bank & Trust
Missouri
$280K -$18.8K -100 -6%
RFC
343
Regions Financial Corp
Alabama
$277K -$17.3K -92 -6%
VWM
344
Venturi Wealth Management
Texas
$276K -$30.6K -163 -10%
OIA
345
OneDigital Investment Advisors
Kansas
$272K +$12.6K +67 +5%
TCM
346
Teza Capital Management
Illinois
$271K +$281K +1,498 New
CAM
347
Cresset Asset Management
Illinois
$271K -$209K -1,116 -43%
LAM
348
Lifestyle Asset Management
Texas
$270K +$280K +1,490 New
BFM
349
Boothbay Fund Management
New York
$270K +$280K +1,489 New
VCM
350
Versant Capital Management
Arizona
$266K -$111K -591 -29%

PCTY Hedge Fund Activity: Q2 2025 in Review

489 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q2 2025, worth a combined $7.99B — down 1.3% from $8.09B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PCTY positions and 55 closed out — a net gain of 24 holders — while 187 added to existing stakes and 160 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $80.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $121M.

  • 489 institutional investors held Paylocity (PCTY) as of Q2 2025, up from 468 in Q1 2025.
  • Funds reported $7.99B of Paylocity stock for Q2 2025, down 1.3% quarter-over-quarter.
  • 79 funds opened new Paylocity positions in Q2 2025 and 55 closed out, a net change of +24 holders.
  • The largest Paylocity buyer in Q2 2025 was Citadel Advisors, an estimated $80.4M added.
  • The largest Paylocity seller in Q2 2025 was T. Rowe Price Associates, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2025.