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Paylocity
PCTY

Overview Fund Activity

463 hedge funds and large institutions have $8.07B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+11
Holders Change %
+2.43%
% of All Funds
6.29%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
78
Increased
199
Reduced
132
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$129M
2
Citadel Advisors
Citadel Advisors
Florida
$166M
3
Vanguard Group
Vanguard Group
Pennsylvania
$808M
4
ZIG
Zurich Insurance Group
Switzerland
$48M
5
ClearBridge Investments
ClearBridge Investments
New York
$102M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$24.6M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$102M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$50.5M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$43.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
426
Bogart Wealth LLC
Virginia
$5.06K +$1.31K +7 +35%
HWM
427
Hemington Wealth Management
Virginia
$5K +$2.07K +12 +71%
WSFS
428
Wilmington Savings Fund Society
Delaware
$4.31K – – –
HNW
429
High Note Wealth
Minnesota
$4.31K – – –
JWA
430
JFS Wealth Advisors
Pennsylvania
$3.94K +$375 +2 +11%
CPG
431
Cornerstone Planning Group
New Jersey
$3.87K +$553 +3 +17%
HWP
432
Highline Wealth Partners
California
$3.75K +$3.75K +20 New
LFG
433
Larson Financial Group
Missouri
$2.81K +$2.62K +14 +1,400%
S
434
Sachetta
Massachusetts
$2.25K – – –
SC
435
SouthState Corp
Florida
$2.25K +$2.25K +12 New
SWM
436
Spire Wealth Management
Virginia
$2.25K – – –
QL
437
Quarry LP
New York
$1.87K +$1.87K +10 New
WWM
438
Wolff Wiese Magana
California
$1.69K – – –
BIA
439
Bell Investment Advisors
California
$1.69K +$750 +4 +80%
PWMG
440
Private Wealth Management Group
New Jersey
$1.5K – – –
WA
441
Whipplewood Advisors
Colorado
$1.5K +$1.21K +34 +425%
PWA
442
Provenance Wealth Advisors
Florida
$1.31K – – –
AFS
443
Anderson Financial Strategies
Ohio
$1.13K +$1.13K +6 New
DPW
444
DiNuzzo Private Wealth
Pennsylvania
$1.13K – – –
HFS
445
Hantz Financial Services
Michigan
$1K +$750 +3 +300%
CFB
446
Cullen/Frost Bankers
Texas
$937 -$6.75K -36 -88%
GFPC
447
Global Financial Private Client
Florida
$937 +$750 +4 +400%
CFD
448
Creative Financial Designs
Indiana
$937 +$937 +5 New
SIC
449
SJS Investment Consulting
Ohio
$750 +$188 +1 +33%
QC
450
Quent Capital
New York
$749 – – –
16 17
18
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