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Paylocity

481 hedge funds and large institutions have $6.65B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 172 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:

4.14% less ownership

Funds ownership: 79.81%75.67% (-4.1%)

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
481
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 +$116M
2 +$75.3M
3 +$69.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$49.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$48.9M

Top Sellers

1 -$406M
2 -$84.9M
3 -$84.2M
4
Invesco
Invesco
Georgia
-$77.1M
5
ClearBridge Investments
ClearBridge Investments
New York
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
376
EverSource Wealth Advisors
Alabama
$103K
C
377
Covestor
United Kingdom
$99K
HNB
378
Hilltop National Bank
Wyoming
$95.1K
SAM
379
Smartleaf Asset Management
Massachusetts
$90.6K
SOW
380
State of Wyoming
Wyoming
$90.1K
GI
381
GAMMA Investing
California
$84.7K
FFA
382
Farther Finance Advisors
California
$81.5K
TF
383
Tompkins Financial
New York
$79.6K
LSA
384
Leonteq Securities AG
Switzerland
$78K
CPG
385
Cornerstone Planning Group
New Jersey
$72.3K
BNP Paribas Asset Management
386
BNP Paribas Asset Management
France
$71K
Rockefeller Capital Management
387
Rockefeller Capital Management
New York
$64.8K
DB
388
Danske Bank
Denmark
$63.7K
SAM
389
Shell Asset Management
Netherlands
$61K
AF
390
Advisornet Financial
Minnesota
$58.1K
SPIA
391
Steward Partners Investment Advisory
New York
$57.3K
GC
392
Globeflex Capital
California
$55.6K
PPC
393
Park Place Capital
Alabama
$50.8K
BTI
394
Blue Trust Inc
Georgia
$50.5K
S
395
SignatureFD
Georgia
$49.7K
SIC
396
SJS Investment Consulting
Ohio
$47.5K
SCM
397
Sterling Capital Management
North Carolina
$46.2K
HI
398
Horizon Investments
North Carolina
$46K
TWD
399
True Wealth Design
Ohio
$45.6K
AF
400
Allworth Financial
California
$44.9K