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Paylocity

483 hedge funds and large institutions have $7.97B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
6.48%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
78
Increased
185
Reduced
158
Closed
54
Calls
$7.36M
Puts
$1.92M
Net Calls
+$5.44M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
351
Simon Quick Advisors
New Jersey
$252K +$3.81K +21 +2%
FTWA
352
Fifth Third Wealth Advisors
Ohio
$243K -$1.63K -9 -0.7%
OAC
353
OMERS Administration Corp
Ontario, Canada
$243K
PCM
354
Polymer Capital Management
New York
$238K +$238K +1,316 New
HR
355
Hardy Reed
Mississippi
$238K
CAM
356
Claret Asset Management
Quebec, Canada
$235K +$235K +1,296 New
Jones Financial Companies
357
Jones Financial Companies
Missouri
$235K +$8.62K +48 +4%
SW
358
SkyOak Wealth
Michigan
$234K +$5.26K +29 +2%
QCM
359
QRG Capital Management
Illinois
$230K -$10.9K -60 -5%
CCM
360
Coldstream Capital Management
Washington
$227K -$9.06K -50 -4%
C
361
Certuity
Florida
$223K -$25.5K -141 -10%
TRCT
362
Tower Research Capital (TRC)
New York
$222K -$16.9K -93 -7%
IFU
363
iSAM Funds (UK)
United Kingdom
$221K -$674K -3,720 -75%
VCA
364
Verdence Capital Advisors
Maryland
$218K +$11.8K +65 +6%
CPC
365
CFC Planning Company
Indiana
$218K +$218K +1,203 New
MM
366
MQS Management
New York
$217K +$217K +1,196 New
ECM
367
Everence Capital Management
Indiana
$210K
BDFN
368
Bond & Devick Financial Network
Minnesota
$208K
Osaic Holdings
369
Osaic Holdings
Arizona
$191K -$11.6K -60 -6%
SAM
370
Shell Asset Management
Netherlands
$188K -$38.5K -212 -17%
IWA
371
Icon Wealth Advisors
Texas
$164K -$15.9K -88 -9%
RA
372
RiverPark Advisors
New York
$155K -$2.36K -13 -1%
CFB
373
Cullen/Frost Bankers
Texas
$152K +$151K +833 +16,660%
C
374
Covestor
United Kingdom
$142K -$37.2K -205 -21%
FFA
375
Farther Finance Advisors
California
$139K +$125K +688 +894%