We are live on ! Find out more
PCTY icon

Paylocity

484 hedge funds and large institutions have $6.66B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 175 increasing their positions, 177 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $2.56M

1% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 177

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 489484 (-5)

4.11% less ownership

Funds ownership: 79.85%75.75% (-4.1%)

17% less capital invested

Capital invested by funds: $7.99B → $6.66B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
484
Holders Change
-5
Holders Change %
-1.02%
% of All Funds
6.35%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
67
Increased
175
Reduced
177
Closed
68
Calls
$3.83M
Puts
$2.56M
Net Calls
+$1.27M
Net Calls Change
-$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
326
Cobblestone Capital Advisors
New York
$316K
Lido Advisors
327
Lido Advisors
California
$313K -$849K -4,794 -71%
VA
328
Vident Advisory
Georgia
$313K -$25.3K -143 -7%
GWMR
329
GC Wealth Management RIA
Massachusetts
$302K +$336K +1,897 New
FPAS
330
Focus Partners Advisor Solutions
Missouri
$298K +$103K +580 +41%
KCP
331
Kera Capital Partners
California
$297K +$47.1K +266 +17%
NAM
332
NorthCrest Asset Manangement
Minnesota
$293K +$338K +1,909 New
Bessemer Group
333
Bessemer Group
New Jersey
$292K -$52.4K -296 -14%
Envestnet Portfolio Solutions
334
Envestnet Portfolio Solutions
Illinois
$285K -$170K -959 -35%
CIBC Asset Management
335
CIBC Asset Management
Ontario, Canada
$284K
FCM
336
Fieldview Capital Management
Michigan
$283K +$314K +1,775 New
KF
337
Krilogy Financial
Missouri
$282K +$344K +1,941 New
ICP
338
Interchange Capital Partners
Pennsylvania
$281K +$313K +1,766 New
RIL
339
Rothschild Investment LLC
Illinois
$280K +$258K +1,459 +486%
RGC
340
Roberts, Glore & Co
Illinois
$276K -$17.7K -100 -5%
CAM
341
Cresset Asset Management
Illinois
$269K +$34K +192 +13%
P
342
&Partners
Tennessee
$267K +$6.02K +34 +2%
BEI
343
Benjamin Edwards Inc
Missouri
$258K +$287K +1,619 New
WA
344
Wealth Alliance
New York
$257K -$27.3K -154 -9%
CC
345
Corton Capital
Ontario, Canada
$257K +$285K +1,612 New
VCM
346
Versant Capital Management
Arizona
$253K +$22.1K +125 +9%
DWT
347
Dorsey & Whitney Trust
South Dakota
$252K
HAG
348
HighPoint Advisor Group
Illinois
$251K -$1.42K -8 -0.5%
CIA
349
Caerus Investment Advisors
Texas
$248K +$276K +1,560 New
SW
350
SkyOak Wealth
Michigan
$246K +$45.3K +256 +20%

PCTY Hedge Fund Activity: Q3 2025 in Review

484 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q3 2025, worth a combined $6.66B — down 17% from $7.99B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PCTY and 67 opened new positions — a net loss of 1 holder — while 177 trimmed existing stakes and 175 added.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $406M.

  • 484 institutional investors held Paylocity (PCTY) as of Q3 2025, down from 489 in Q2 2025.
  • Funds reported $6.66B of Paylocity stock for Q3 2025, down 17% quarter-over-quarter.
  • 67 funds opened new Paylocity positions in Q3 2025 and 68 closed out, a net change of -1 holder.
  • The largest Paylocity buyer in Q3 2025 was Alyeska Investment Group, an estimated $116M added.
  • The largest Paylocity seller in Q3 2025 was T. Rowe Price Associates, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2025.