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Paylocity

459 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 169 increasing their positions, 178 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 480459 (-21)

15% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 81

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.3M
Puts
$4.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QL
376
Quarry LP
New York
$44.5K
PA
377
Parallel Advisors
California
$43.3K
ERSOT
378
Employees Retirement System of Texas
Texas
$43K
HFS
379
Hughes Financial Services
Virginia
$38.3K
SS
380
SBI Securities
Japan
$36.8K
AAM
381
Advisors Asset Management
Colorado
$34.5K
HNB
382
Huntington National Bank
Ohio
$33.7K
MCM
383
MAI Capital Management
Ohio
$33.1K
CA
384
Clearstead Advisors
Ohio
$31K
Los Angeles Capital Management
385
Los Angeles Capital Management
California
$30.1K
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$29K
FHA
387
Flagship Harbor Advisors
Massachusetts
$26.7K
BCWM
388
Bartlett & Co Wealth Management
Ohio
$22.9K
AssetMark Inc
389
AssetMark Inc
California
$22.9K
QC
390
Quent Capital
New York
$20.9K
LFG
391
Larson Financial Group
Missouri
$18K
WTC
392
WhitTier Trust Company
Nevada
$16.5K
SIC
393
SJS Investment Consulting
Ohio
$15.9K
Nisa Investment Advisors
394
Nisa Investment Advisors
Missouri
$14.2K
SAG
395
SageView Advisory Group
California
$14.2K
RBC
396
Roble Belko & Company
Pennsylvania
$14K
SPIA
397
Steward Partners Investment Advisory
New York
$13.6K
Mitsubishi UFJ Asset Management
398
Mitsubishi UFJ Asset Management
Japan
$13.6K
FFO
399
Fortitude Family Office
Arizona
$12.2K
ECM
400
Estabrook Capital Management
New York
$10.7K