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Paylocity

473 hedge funds and large institutions have $6.64B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 169 increasing their positions, 174 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:

4.19% less ownership

Funds ownership: 79.82%75.63% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.64B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
473
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 +$105M
2 +$67.7M
3 +$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$44M

Top Sellers

1 -$366M
2 -$76.4M
3 -$75.7M
4
Invesco
Invesco
Georgia
-$69.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
401
SBI Securities
Japan
$38.1K
AAM
402
Advisors Asset Management
Colorado
$36.6K
HFS
403
Hughes Financial Services
Virginia
$35.6K
UB
404
UMB Bank
Missouri
$32K
CA
405
Clearstead Advisors
Ohio
$29.3K
WTC
406
WhitTier Trust Company
Nevada
$26.8K
BCWM
407
Bartlett & Co Wealth Management
Ohio
$25.3K
CI Investments Inc
408
CI Investments Inc
Ontario, Canada
$24K
PS
409
Principal Securities
Iowa
$22.6K
Mirae Asset Global Investments
410
Mirae Asset Global Investments
South Korea
$22.1K
AssetMark Inc
411
AssetMark Inc
California
$21.7K
BCV
412
Banque Cantonale Vaudoise
Switzerland
$17K
Nisa Investment Advisors
413
Nisa Investment Advisors
Missouri
$15.9K
Optiver Holding
414
Optiver Holding
Netherlands
$15.9K
AWM
415
Abound Wealth Management
Tennessee
$15.6K
RA
416
Rise Advisors
New York
$15.1K
Mitsubishi UFJ Asset Management
417
Mitsubishi UFJ Asset Management
Japan
$14.8K
WANY
418
Wealthspire Advisors (New York)
New York
$14.8K
RBC
419
Roble Belko & Company
Pennsylvania
$14K
JWM
420
JPL Wealth Management
Colorado
$12.1K
ECM
421
Estabrook Capital Management
New York
$11.1K
HFS
422
Hantz Financial Services
Michigan
$10K
RFP
423
Root Financial Partners
California
$8.92K
PA
424
Parallel Advisors
California
$8.28K
LFG
425
Larson Financial Group
Missouri
$7.49K