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Paylocity

484 hedge funds and large institutions have $7.99B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 159 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:

2.71% more ownership

Funds ownership: 77.11%79.82% (+2.7%)

1% less capital invested

Capital invested by funds: $8.07B → $7.99B (-$85.6M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
484
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
FPAS
351
Focus Partners Advisor Solutions
Missouri
$256K
WCM
352
Washington Capital Management
Washington
$255K
FTWA
353
Fifth Third Wealth Advisors
Ohio
$243K
OAC
354
OMERS Administration Corp
Ontario, Canada
$243K
PCM
355
Polymer Capital Management
New York
$238K
HR
356
Hardy Reed
Mississippi
$238K
CAM
357
Claret Asset Management
Quebec, Canada
$235K
Jones Financial Companies
358
Jones Financial Companies
Missouri
$235K
SW
359
SkyOak Wealth
Michigan
$234K
QCM
360
QRG Capital Management
Illinois
$230K
CCM
361
Coldstream Capital Management
Washington
$227K
C
362
Certuity
Florida
$223K
TRCT
363
Tower Research Capital (TRC)
New York
$222K
IFU
364
iSAM Funds (UK)
United Kingdom
$221K
VCA
365
Verdence Capital Advisors
Maryland
$218K
CPC
366
CFC Planning Company
Indiana
$218K
MM
367
MQS Management
New York
$217K
ECM
368
Everence Capital Management
Indiana
$210K
BDFN
369
Bond & Devick Financial Network
Minnesota
$208K
Osaic Holdings
370
Osaic Holdings
Arizona
$191K
SAM
371
Shell Asset Management
Netherlands
$188K
IWA
372
Icon Wealth Advisors
Texas
$164K
RA
373
RiverPark Advisors
New York
$155K
CFB
374
Cullen/Frost Bankers
Texas
$152K
C
375
Covestor
United Kingdom
$142K