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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
ERSOT
401
Employees Retirement System of Texas
Texas
$44K
MCM
402
MAI Capital Management
Ohio
$43.3K
HNB
403
Huntington National Bank
Ohio
$42.7K
PPA
404
Pilgrim Partners Asia
Singapore
$41.4K
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$39K
ASN
406
Advisory Services Network
Georgia
$38.2K
SS
407
SBI Securities
Japan
$38.1K
AAM
408
Advisors Asset Management
Colorado
$36.6K
HFS
409
Hughes Financial Services
Virginia
$35.6K
IA
410
IFP Advisors
Florida
$33K
UB
411
UMB Bank
Missouri
$32K
CA
412
Clearstead Advisors
Ohio
$29.3K
WTC
413
WhitTier Trust Company
Nevada
$26.8K
BCWM
414
Bartlett & Co Wealth Management
Ohio
$25.3K
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$24K
PS
416
Principal Securities
Iowa
$22.6K
Mirae Asset Global Investments
417
Mirae Asset Global Investments
South Korea
$22.1K
AssetMark Inc
418
AssetMark Inc
California
$21.7K
BCV
419
Banque Cantonale Vaudoise
Switzerland
$17K
Nisa Investment Advisors
420
Nisa Investment Advisors
Missouri
$15.9K
Optiver Holding
421
Optiver Holding
Netherlands
$15.9K
AWM
422
Abound Wealth Management
Tennessee
$15.6K
RA
423
Rise Advisors
New York
$15.1K
Mitsubishi UFJ Asset Management
424
Mitsubishi UFJ Asset Management
Japan
$14.8K
WANY
425
Wealthspire Advisors (New York)
New York
$14.8K