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Paylocity
PCTY

Overview Fund Activity

463 hedge funds and large institutions have $8.07B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
6.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
78
Increased
199
Reduced
132
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$129M
2
Citadel Advisors
Citadel Advisors
Florida
+$53.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$53.1M
4
ZIG
Zurich Insurance Group
Switzerland
+$48M
5
ClearBridge Investments
ClearBridge Investments
New York
+$47.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$232M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$66.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$59.9M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$45.4M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$41.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
351
AXQ Capital
New Jersey
$200K +$200K +1,069 New
Osaic Holdings
352
Osaic Holdings
Arizona
$196K -$31.3K -167 -14%
JFGIW
353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K +$123K +655 +187%
IWA
354
Icon Wealth Advisors
Texas
$186K -$152K -814 -45%
C
355
Covestor
United Kingdom
$185K -$32.1K -171 -15%
RA
356
RiverPark Advisors
New York
$163K +$163K +869 New
HNB
357
Huntington National Bank
Ohio
$105K +$24K +128 +30%
GI
358
GAMMA Investing
California
$102K +$30.2K +161 +42%
TF
359
Tompkins Financial
New York
$93.7K – – –
UB
360
UMB Bank
Missouri
$87.5K +$41.2K +220 +89%
PPC
361
Park Place Capital
Alabama
$75.5K +$3K +16 +4%
AF
362
Advisornet Financial
Minnesota
$68.4K – – –
GC
363
Globeflex Capital
California
$65.4K – – –
SW
364
SVB Wealth
Massachusetts
$61.4K +$61.4K +328 New
BTI
365
Blue Trust Inc
Georgia
$59.2K +$4.31K +23 +8%
SAM
366
Smartleaf Asset Management
Massachusetts
$59.1K -$124K -663 -68%
S
367
SignatureFD
Georgia
$58.1K +$749 +4 +1%
FHA
368
First Horizon Advisors
Tennessee
$56.4K +$6.56K +35 +13%
RIL
369
Rothschild Investment LLC
Illinois
$56.2K – – –
BC
370
Bayforest Capital
United Kingdom
$55.5K +$22.7K +121 +69%
AAP
371
Arax Advisory Partners
Colorado
$52.3K +$25.5K +136 +95%
SPIA
372
Steward Partners Investment Advisory
New York
$51K -$375 -2 -0.7%
HI
373
Horizon Investments
North Carolina
$48.9K +$4.5K +24 +10%
HFS
374
Hughes Financial Services
Virginia
$48K +$48K +253 New
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$45.7K -$2.44K -13 -5%
13 14
15
16 17