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Paylocity

478 hedge funds and large institutions have $6.65B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 177 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

4.21% less ownership

Funds ownership: 79.86%75.65% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.65B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$2.56M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$67.7M
3 +$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$44M

Top Sellers

1 -$366M
2 -$76.4M
3 -$75.7M
4
Invesco
Invesco
Georgia
-$69.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
351
Parkside Financial Bank & Trust
Missouri
$241K
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$240K
OIA
353
OneDigital Investment Advisors
Kansas
$238K
FFM
354
Forum Financial Management
Illinois
$232K
DS
355
DRW Securities
Illinois
$231K
MCM
356
Moore Capital Management
New York
$230K
RFC
357
Regions Financial Corp
Alabama
$224K
WCM
358
Washington Capital Management
Washington
$224K
HIP
359
HUB Investment Partners
Texas
$223K
VCA
360
Verdence Capital Advisors
Maryland
$218K
Jones Financial Companies
361
Jones Financial Companies
Missouri
$217K
VI
362
Versor Investments
New York
$216K
OAC
363
OMERS Administration Corp
Ontario, Canada
$214K
FTWA
364
Fifth Third Wealth Advisors
Ohio
$214K
QL
365
Quarry LP
New York
$211K
Marshall Wace
366
Marshall Wace
United Kingdom
$207K
CAM
367
Claret Asset Management
Quebec, Canada
$203K
CCM
368
Coldstream Capital Management
Washington
$203K
WA
369
Waddell & Associates
Tennessee
$202K
SO
370
STRS Ohio
Ohio
$170K
Osaic Holdings
371
Osaic Holdings
Arizona
$154K
CFB
372
Cullen/Frost Bankers
Texas
$133K
DZ Bank
373
DZ Bank
Germany
$110K
IWA
374
Icon Wealth Advisors
Texas
$107K
EWA
375
EverSource Wealth Advisors
Alabama
$103K