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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
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$323K
WA
327
Wealth Alliance
New York
$320K
CL
328
Choreo LLC
Illinois
$313K
SC
329
Syon Capital
California
$312K
IC
330
Inscription Capital
Texas
$305K
P
331
&Partners
Tennessee
$301K
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$300K
GCM
333
Gallacher Capital Management
Colorado
$297K
Mackenzie Financial
334
Mackenzie Financial
Ontario, Canada
$295K
KCP
335
Kera Capital Partners
California
$290K
DWT
336
Dorsey & Whitney Trust
South Dakota
$287K
HAG
337
HighPoint Advisor Group
Illinois
$286K
ECM
338
Evergreen Capital Management
Washington
$286K
MTWM
339
Masso Torrence Wealth Management
New Jersey
$283K
EC
340
EntryPoint Capital
New York
$283K
SCM
341
Shelton Capital Management
Colorado
$280K
PFBT
342
Parkside Financial Bank & Trust
Missouri
$280K
RFC
343
Regions Financial Corp
Alabama
$277K
VWM
344
Venturi Wealth Management
Texas
$276K
OIA
345
OneDigital Investment Advisors
Kansas
$272K
TCM
346
Teza Capital Management
Illinois
$271K
LAM
347
Lifestyle Asset Management
Texas
$270K
BFM
348
Boothbay Fund Management
New York
$270K
VCM
349
Versant Capital Management
Arizona
$266K
FFM
350
Forum Financial Management
Illinois
$264K