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Paylocity

459 hedge funds and large institutions have $6.59B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 168 increasing their positions, 178 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 481459 (-22)

15% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 82

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.3M
Puts
$4.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
326
GAMMA Investing
California
$236K
SCM
327
Shelton Capital Management
Colorado
$236K
DWT
328
Dorsey & Whitney Trust
South Dakota
$234K
Envestnet Portfolio Solutions
329
Envestnet Portfolio Solutions
Illinois
$233K
GCM
330
Gallacher Capital Management
Colorado
$226K
CAG
331
Crestwood Advisors Group
Massachusetts
$226K
SW
332
SkyOak Wealth
Michigan
$226K
1C
333
111 Capital
France
$224K
KAS
334
Kestra Advisory Services
Texas
$222K
Commonwealth Equity Services
335
Commonwealth Equity Services
Massachusetts
$215K
PFBT
336
Parkside Financial Bank & Trust
Missouri
$214K
MWM
337
Modern Wealth Management
Kansas
$211K
WCM
338
Washington Capital Management
Washington
$211K
Jones Financial Companies
339
Jones Financial Companies
Missouri
$208K
CAM
340
Cresset Asset Management
Illinois
$206K
OAC
341
OMERS Administration Corp
Ontario, Canada
$205K
FTWA
342
Fifth Third Wealth Advisors
Ohio
$201K
EI
343
Ethic Inc
New York
$201K
EWA
344
EverSource Wealth Advisors
Alabama
$187K
FFA
345
Farther Finance Advisors
California
$170K
SO
346
STRS Ohio
Ohio
$160K
HFS
347
Hantz Financial Services
Michigan
$158K
C
348
Covestor
United Kingdom
$145K
AF
349
Allworth Financial
California
$138K
ECSS
350
Eurizon Capital SGR SpA
$131K