PCTY icon

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
$166M
3
Vanguard Group
Vanguard Group
Pennsylvania
$808M
4
ZIG
Zurich Insurance Group
Switzerland
$48M
5
ClearBridge Investments
ClearBridge Investments
New York
$102M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$24.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$102M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.5M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
376
MAI Capital Management
Ohio
$43.7K +$562 +3 +1%
PS
377
Principal Securities
Iowa
$37.3K – – –
SS
378
SBI Securities
Japan
$32K +$4.87K +26 +18%
BCWM
379
Bartlett & Co Wealth Management
Ohio
$30.7K +$2.62K +14 +9%
PAS
380
Point72 Asia (Singapore)
Singapore
$29.4K -$1.01M -5,392 -97%
WTC
381
WhitTier Trust Company
Nevada
$29.2K +$562 +3 +2%
UFF
382
USA Financial Formulas
Michigan
$29K +$29K +155 New
TH
383
TCTC Holdings
Texas
$27.9K +$15K +80 +116%
AF
384
Allworth Financial
California
$27.9K +$754 +4 +3%
SCM
385
Sterling Capital Management
North Carolina
$27.4K -$105K -563 -79%
AAM
386
Advisors Asset Management
Colorado
$27K -$12.4K -66 -31%
CIAM
387
Caitong International Asset Management
Hong Kong
$26.2K -$64.8K -346 -71%
CI Investments Inc
388
CI Investments Inc
Ontario, Canada
$26K +$11.6K +63 +81%
Mirae Asset Global Investments
389
Mirae Asset Global Investments
South Korea
$25.9K +$373 +2 +1%
Nisa Investment Advisors
390
Nisa Investment Advisors
Missouri
$24.4K -$1.07M -5,712 -98%
AssetMark Inc
391
AssetMark Inc
California
$23.6K – – –
TWD
392
True Wealth Design
Ohio
$23.6K +$23.4K +125 +12,500%
BCV
393
Banque Cantonale Vaudoise
Switzerland
$23K +$23K +123 New
SSG
394
Summit Securities Group
New York
$20.8K +$20.8K +111 New
NA
395
NewEdge Advisors
Louisiana
$20.7K +$3.76K +20 +22%
GM
396
GeoWealth Management
Illinois
$18.9K -$562 -3 -3%
IA
397
IFP Advisors
Florida
$18.5K +$8.41K +44 +83%
MA
398
Montag & Associates
Georgia
$18.2K – – –
RA
399
Rise Advisors
New York
$17.8K -$6K -32 -25%
Mitsubishi UFJ Asset Management
400
Mitsubishi UFJ Asset Management
Japan
$17.4K – – –
14 15
16
17 18