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Paylocity

468 hedge funds and large institutions have $8.09B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 202 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 136

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

3% more funds holding

Funds holding: 456468 (+12)

0.82% more ownership

Funds ownership: 76.49%77.31% (+0.82%)

5% less capital invested

Capital invested by funds: $8.51B → $8.09B (-$412M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

70% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $19.4M

Holders
468
Holders Change
+12
Holders Change %
+2.63%
% of All Funds
6.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
76
Increased
202
Reduced
136
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
376
Steward Partners Investment Advisory
New York
$51K -$400 -2 -0.7%
HI
377
Horizon Investments
North Carolina
$48.9K +$4.79K +24 +10%
HFS
378
Hughes Financial Services
Virginia
$48K +$50.5K +253 New
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$45.7K -$2.6K -13 -5%
MCM
380
MAI Capital Management
Ohio
$43.7K +$599 +3 +1%
PS
381
Principal Securities
Iowa
$37.3K
SS
382
SBI Securities
Japan
$32K +$5.19K +26 +18%
BCWM
383
Bartlett & Co Wealth Management
Ohio
$30.7K +$2.8K +14 +9%
PAS
384
Point72 Asia (Singapore)
Singapore
$29.4K -$1.08M -5,392 -97%
WTC
385
WhitTier Trust Company
Nevada
$29.2K +$599 +3 +2%
UFF
386
USA Financial Formulas
Michigan
$29K +$31K +155 New
TH
387
TCTC Holdings
Texas
$27.9K +$16K +80 +116%
AF
388
Allworth Financial
California
$27.9K +$799 +4 +3%
SCM
389
Sterling Capital Management
North Carolina
$27.4K -$112K -563 -79%
AAM
390
Advisors Asset Management
Colorado
$27K -$13.2K -66 -31%
CIAM
391
Caitong International Asset Management
Hong Kong
$26.2K -$69.1K -346 -71%
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$26K +$12.6K +63 +81%
Mirae Asset Global Investments
393
Mirae Asset Global Investments
South Korea
$25.9K +$400 +2 +1%
Nisa Investment Advisors
394
Nisa Investment Advisors
Missouri
$24.4K -$1.14M -5,712 -98%
AssetMark Inc
395
AssetMark Inc
California
$23.6K
TWD
396
True Wealth Design
Ohio
$23.6K +$25K +125 +12,500%
BCV
397
Banque Cantonale Vaudoise
Switzerland
$23K +$24.6K +123 New
SAM
398
Storebrand Asset Management
Norway
$21K -$43.4K -217 -66%
SSG
399
Summit Securities Group
New York
$20.8K +$22.2K +111 New
NA
400
NewEdge Advisors
Louisiana
$20.7K +$4K +20 +22%

PCTY Hedge Fund Activity: Q1 2025 in Review

468 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q1 2025, worth a combined $8.09B — down 4.8% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PCTY positions and 60 closed out — a net gain of 16 holders — while 202 added to existing stakes and 136 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $137M. The largest seller was Capital International Investors, exiting entirely with an estimated $232M sold.

  • 468 institutional investors held Paylocity (PCTY) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $8.09B of Paylocity stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 76 funds opened new Paylocity positions in Q1 2025 and 60 closed out, a net change of +16 holders.
  • The largest Paylocity buyer in Q1 2025 was William Blair Investment Management, an estimated $137M added.
  • The largest Paylocity seller in Q1 2025 was Capital International Investors, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2025.