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Paylocity

468 hedge funds and large institutions have $8.09B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 202 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 136

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

3% more funds holding

Funds holding: 456468 (+12)

0.82% more ownership

Funds ownership: 76.49%77.31% (+0.82%)

5% less capital invested

Capital invested by funds: $8.51B → $8.09B (-$412M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

70% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $19.4M

Holders
468
Holders Change
+12
Holders Change %
+2.63%
% of All Funds
6.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
76
Increased
202
Reduced
136
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
426
LRI Investments
Florida
$6.18K +$400 +2 +6%
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$6K +$2.8K +14 +78%
GBT
428
Grove Bank & Trust
Florida
$5.81K +$5.79K +29 +1,450%
MAM
429
Meeder Asset Management
Ohio
$5.62K +$5.99K +30 New
CTWM
430
Cherry Tree Wealth Management
Minnesota
$5.06K
BWL
431
Bogart Wealth LLC
Virginia
$5.06K +$1.4K +7 +35%
HWM
432
Hemington Wealth Management
Virginia
$5K +$2.4K +12 +71%
HNW
433
High Note Wealth
Minnesota
$4.31K
WSFS
434
Wilmington Savings Fund Society
Delaware
$4.31K
JWA
435
JFS Wealth Advisors
Pennsylvania
$3.94K +$400 +2 +11%
CPG
436
Cornerstone Planning Group
New Jersey
$3.87K +$599 +3 +17%
HWP
437
Highline Wealth Partners
California
$3.75K +$4K +20 New
LFG
438
Larson Financial Group
Missouri
$2.81K +$2.8K +14 +1,400%
S
439
Sachetta
Massachusetts
$2.25K
SC
440
SouthState Corp
Florida
$2.25K +$2.4K +12 New
SWM
441
Spire Wealth Management
Virginia
$2.25K
QL
442
Quarry LP
New York
$1.87K +$2K +10 New
WWM
443
Wolff Wiese Magana
California
$1.69K
BIA
444
Bell Investment Advisors
California
$1.69K +$799 +4 +80%
PWMG
445
Private Wealth Management Group
New Jersey
$1.5K
WA
446
Whipplewood Advisors
Colorado
$1.5K +$6.79K +34 +425%
PWA
447
Provenance Wealth Advisors
Florida
$1.31K
AFS
448
Anderson Financial Strategies
Ohio
$1.13K +$1.2K +6 New
DPW
449
DiNuzzo Private Wealth
Pennsylvania
$1.13K
HFS
450
Hantz Financial Services
Michigan
$1K +$599 +3 +300%

PCTY Hedge Fund Activity: Q1 2025 in Review

468 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q1 2025, worth a combined $8.09B — down 4.8% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PCTY positions and 60 closed out — a net gain of 16 holders — while 202 added to existing stakes and 136 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $137M. The largest seller was Capital International Investors, exiting entirely with an estimated $232M sold.

  • 468 institutional investors held Paylocity (PCTY) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $8.09B of Paylocity stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 76 funds opened new Paylocity positions in Q1 2025 and 60 closed out, a net change of +16 holders.
  • The largest Paylocity buyer in Q1 2025 was William Blair Investment Management, an estimated $137M added.
  • The largest Paylocity seller in Q1 2025 was Capital International Investors, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2025.