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Paylocity

484 hedge funds and large institutions have $6.66B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 175 increasing their positions, 177 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $2.56M

1% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 177

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 489484 (-5)

4.11% less ownership

Funds ownership: 79.85%75.75% (-4.1%)

17% less capital invested

Capital invested by funds: $7.99B → $6.66B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
484
Holders Change
-5
Holders Change %
-1.02%
% of All Funds
6.35%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
67
Increased
175
Reduced
177
Closed
68
Calls
$3.83M
Puts
$2.56M
Net Calls
+$1.27M
Net Calls Change
-$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
376
Icon Wealth Advisors
Texas
$107K -$41.1K -232 -26%
EWA
377
EverSource Wealth Advisors
Alabama
$103K +$32.1K +181 +39%
C
378
Covestor
United Kingdom
$99K -$28.9K -163 -21%
EP
379
Essential Partners
California
$98.1K +$8.15K +46 +8%
HNB
380
Hilltop National Bank
Wyoming
$95.1K
SAM
381
Smartleaf Asset Management
Massachusetts
$90.6K +$22.8K +129 +30%
SOW
382
State of Wyoming
Wyoming
$90.1K -$11K -62 -10%
GI
383
GAMMA Investing
California
$84.7K -$1.77K -10 -2%
FFA
384
Farther Finance Advisors
California
$81.5K -$44.8K -253 -33%
TF
385
Tompkins Financial
New York
$79.6K
LSA
386
Leonteq Securities AG
Switzerland
$78K +$86.8K +490 New
CPG
387
Cornerstone Planning Group
New Jersey
$72.3K +$186K +1,051 +8,085%
BNP Paribas Asset Management
388
BNP Paribas Asset Management
France
$71K -$177 -1 -0.2%
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$64.8K +$72.1K +407 New
DB
390
Danske Bank
Denmark
$63.7K -$7.08K -40 -9%
SAM
391
Shell Asset Management
Netherlands
$61K -$116K -654 -63%
AF
392
Advisornet Financial
Minnesota
$58.1K
SPIA
393
Steward Partners Investment Advisory
New York
$57.3K +$14.2K +80 +29%
GC
394
Globeflex Capital
California
$55.6K
PPC
395
Park Place Capital
Alabama
$50.8K -$14.9K -84 -21%
BTI
396
Blue Trust Inc
Georgia
$50.5K
S
397
SignatureFD
Georgia
$49.7K +$354 +2 +0.6%
SIC
398
SJS Investment Consulting
Ohio
$47.5K +$52.4K +296 +14,800%
SCM
399
Sterling Capital Management
North Carolina
$46.2K -$3.72K -21 -7%
HI
400
Horizon Investments
North Carolina
$46K -$3.99M -22,530 -99%

PCTY Hedge Fund Activity: Q3 2025 in Review

484 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q3 2025, worth a combined $6.66B — down 17% from $7.99B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PCTY and 67 opened new positions — a net loss of 1 holder — while 177 trimmed existing stakes and 175 added.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $406M.

  • 484 institutional investors held Paylocity (PCTY) as of Q3 2025, down from 489 in Q2 2025.
  • Funds reported $6.66B of Paylocity stock for Q3 2025, down 17% quarter-over-quarter.
  • 67 funds opened new Paylocity positions in Q3 2025 and 68 closed out, a net change of -1 holder.
  • The largest Paylocity buyer in Q3 2025 was Alyeska Investment Group, an estimated $116M added.
  • The largest Paylocity seller in Q3 2025 was T. Rowe Price Associates, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2025.