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Paylocity

483 hedge funds and large institutions have $7.97B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 185 increasing their positions, 158 reducing their positions, and 54 closing their positions.

Holders
483
Holders Change
+20
Holders Change %
+4.32%
% of All Funds
6.48%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
78
Increased
185
Reduced
158
Closed
54
Calls
$7.36M
Puts
$1.92M
Net Calls
+$5.44M
Net Calls Change
+$19.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
401
Arax Advisory Partners
Colorado
$47.1K -$3.44K -19 -7%
SS
402
SBI Securities
Japan
$45.7K +$14.7K +81 +47%
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$43.8K -$362 -2 -0.8%
CA
404
Clearstead Advisors
Ohio
$42K +$27K +149 +180%
CI Investments Inc
405
CI Investments Inc
Ontario, Canada
$35K +$9.3K +51 +36%
AAM
406
Advisors Asset Management
Colorado
$32.4K +$6.34K +35 +24%
BCWM
407
Bartlett & Co Wealth Management
Ohio
$28.8K -$906 -5 -3%
PS
408
Principal Securities
Iowa
$27.5K -$6.34K -35 -19%
WTC
409
WhitTier Trust Company
Nevada
$27.5K -$725 -4 -3%
AF
410
Allworth Financial
California
$27.2K +$362 +2 +1%
AssetMark Inc
411
AssetMark Inc
California
$26.8K +$3.99K +22 +17%
Mirae Asset Global Investments
412
Mirae Asset Global Investments
South Korea
$25K -$181 -1 -0.7%
NA
413
NewEdge Advisors
Louisiana
$24K +$4K +22 +20%
RS
414
Rakuten Securities
Japan
$21.7K +$21.7K +120 New
TWD
415
True Wealth Design
Ohio
$20.3K -$2.54K -14 -11%
BCV
416
Banque Cantonale Vaudoise
Switzerland
$19K -$2.84K -16 -13%
Nisa Investment Advisors
417
Nisa Investment Advisors
Missouri
$18.7K -$4.89K -27 -21%
MA
418
Montag & Associates
Georgia
$17.6K
RA
419
Rise Advisors
New York
$17.2K
Mitsubishi UFJ Asset Management
420
Mitsubishi UFJ Asset Management
Japan
$16.9K
LFG
421
Larson Financial Group
Missouri
$16.5K +$13.8K +76 +507%
RBC
422
Roble Belko & Company
Pennsylvania
$16K
Optiver Holding
423
Optiver Holding
Netherlands
$15.9K +$7.07K +39 +80%
CAM
424
Creekmur Asset Management
Illinois
$14.3K
PA
425
Parallel Advisors
California
$13.2K -$3.08K -17 -19%