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Paylocity

468 hedge funds and large institutions have $8.09B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 202 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 136

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

3% more funds holding

Funds holding: 456468 (+12)

0.82% more ownership

Funds ownership: 76.49%77.31% (+0.82%)

5% less capital invested

Capital invested by funds: $8.51B → $8.09B (-$412M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

70% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $19.4M

Holders
468
Holders Change
+12
Holders Change %
+2.63%
% of All Funds
6.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
76
Increased
202
Reduced
136
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
351
Voya Financial Advisors
Connecticut
$207K -$22.2K -111 -9%
FC
352
Farringdon Capital
United Kingdom
$206K +$219K +1,097 New
Rafferty Asset Management
353
Rafferty Asset Management
New York
$205K -$71.3K -357 -25%
OF
354
Optimize Financial
California
$201K -$53.7K -269 -20%
AC
355
AXQ Capital
New Jersey
$200K +$214K +1,069 New
Osaic Holdings
356
Osaic Holdings
Arizona
$196K -$33.4K -167 -14%
JFGIW
357
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$131K +655 +187%
IWA
358
Icon Wealth Advisors
Texas
$186K -$163K -814 -45%
C
359
Covestor
United Kingdom
$185K -$34.2K -171 -15%
RA
360
RiverPark Advisors
New York
$163K +$174K +869 New
HNB
361
Huntington National Bank
Ohio
$105K +$25.6K +128 +30%
GI
362
GAMMA Investing
California
$102K +$32.2K +161 +42%
TF
363
Tompkins Financial
New York
$93.7K
UB
364
UMB Bank
Missouri
$87.5K +$44K +220 +89%
PPC
365
Park Place Capital
Alabama
$75.5K +$3.2K +16 +4%
AF
366
Advisornet Financial
Minnesota
$68.4K
GC
367
Globeflex Capital
California
$65.4K
SW
368
SVB Wealth
Massachusetts
$61.4K +$65.5K +328 New
BTI
369
Blue Trust Inc
Georgia
$59.2K +$4.59K +23 +8%
SAM
370
Smartleaf Asset Management
Massachusetts
$59.1K -$132K -663 -68%
S
371
SignatureFD
Georgia
$58.1K +$799 +4 +1%
FHA
372
First Horizon Advisors
Tennessee
$56.4K +$6.99K +35 +13%
RIL
373
Rothschild Investment LLC
Illinois
$56.2K
BC
374
Bayforest Capital
United Kingdom
$55.5K +$24.2K +121 +69%
AAP
375
Arax Advisory Partners
Colorado
$52.3K +$27.2K +136 +95%

PCTY Hedge Fund Activity: Q1 2025 in Review

468 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q1 2025, worth a combined $8.09B — down 4.8% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PCTY positions and 60 closed out — a net gain of 16 holders — while 202 added to existing stakes and 136 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $137M. The largest seller was Capital International Investors, exiting entirely with an estimated $232M sold.

  • 468 institutional investors held Paylocity (PCTY) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $8.09B of Paylocity stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 76 funds opened new Paylocity positions in Q1 2025 and 60 closed out, a net change of +16 holders.
  • The largest Paylocity buyer in Q1 2025 was William Blair Investment Management, an estimated $137M added.
  • The largest Paylocity seller in Q1 2025 was Capital International Investors, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2025.