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Paylocity

487 hedge funds and large institutions have $7.99B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 186 increasing their positions, 160 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.69% more ownership

Funds ownership: 77.17%79.86% (+2.7%)

1% less capital invested

Capital invested by funds: $8.08B → $7.99B (-$87.5M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.36M
Puts
$1.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
351
Forum Financial Management
Illinois
$264K
FPAS
352
Focus Partners Advisor Solutions
Missouri
$256K
WCM
353
Washington Capital Management
Washington
$255K
FTWA
354
Fifth Third Wealth Advisors
Ohio
$243K
OAC
355
OMERS Administration Corp
Ontario, Canada
$243K
PCM
356
Polymer Capital Management
New York
$238K
HR
357
Hardy Reed
Mississippi
$238K
CAM
358
Claret Asset Management
Quebec, Canada
$235K
Jones Financial Companies
359
Jones Financial Companies
Missouri
$235K
SW
360
SkyOak Wealth
Michigan
$234K
QCM
361
QRG Capital Management
Illinois
$230K
CCM
362
Coldstream Capital Management
Washington
$227K
C
363
Certuity
Florida
$223K
TRCT
364
Tower Research Capital (TRC)
New York
$222K
IFU
365
iSAM Funds (UK)
United Kingdom
$221K
VCA
366
Verdence Capital Advisors
Maryland
$218K
CPC
367
CFC Planning Company
Indiana
$218K
MM
368
MQS Management
New York
$217K
ECM
369
Everence Capital Management
Indiana
$210K
SLAM
370
Swiss Life Asset Management
$209K
BDFN
371
Bond & Devick Financial Network
Minnesota
$208K
SAM
372
Shell Asset Management
Netherlands
$188K
Osaic Holdings
373
Osaic Holdings
Arizona
$184K
IWA
374
Icon Wealth Advisors
Texas
$164K
RA
375
RiverPark Advisors
New York
$155K