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Paylocity

481 hedge funds and large institutions have $6.65B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 173 increasing their positions, 176 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:

4.11% less ownership

Funds ownership: 79.85%75.74% (-4.1%)

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
481
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 +$116M
2 +$75.3M
3 +$69.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$49.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$48.9M

Top Sellers

1 -$406M
2 -$84.9M
3 -$84.2M
4
Invesco
Invesco
Georgia
-$77.1M
5
ClearBridge Investments
ClearBridge Investments
New York
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
326
Lido Advisors
California
$313K
VA
327
Vident Advisory
Georgia
$313K
GWMR
328
GC Wealth Management RIA
Massachusetts
$302K
FPAS
329
Focus Partners Advisor Solutions
Missouri
$298K
KCP
330
Kera Capital Partners
California
$297K
NAM
331
NorthCrest Asset Manangement
Minnesota
$293K
Bessemer Group
332
Bessemer Group
New Jersey
$292K
Envestnet Portfolio Solutions
333
Envestnet Portfolio Solutions
Illinois
$285K
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$284K
FCM
335
Fieldview Capital Management
Michigan
$283K
KF
336
Krilogy Financial
Missouri
$282K
ICP
337
Interchange Capital Partners
Pennsylvania
$281K
RIL
338
Rothschild Investment LLC
Illinois
$280K
RGC
339
Roberts, Glore & Co
Illinois
$276K
CAM
340
Cresset Asset Management
Illinois
$269K
P
341
&Partners
Tennessee
$267K
BEI
342
Benjamin Edwards Inc
Missouri
$258K
WA
343
Wealth Alliance
New York
$257K
CC
344
Corton Capital
Ontario, Canada
$257K
VCM
345
Versant Capital Management
Arizona
$253K
DWT
346
Dorsey & Whitney Trust
South Dakota
$252K
HAG
347
HighPoint Advisor Group
Illinois
$251K
CIA
348
Caerus Investment Advisors
Texas
$248K
SW
349
SkyOak Wealth
Michigan
$246K
SCM
350
Shelton Capital Management
Colorado
$246K