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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
RBC
426
Roble Belko & Company
Pennsylvania
$14K
JWM
427
JPL Wealth Management
Colorado
$12.1K
ECM
428
Estabrook Capital Management
New York
$11.1K
HFS
429
Hantz Financial Services
Michigan
$10K
RFP
430
Root Financial Partners
California
$8.92K
PA
431
Parallel Advisors
California
$8.28K
LFG
432
Larson Financial Group
Missouri
$7.49K
CA
433
CoreCap Advisors
Michigan
$7.49K
CT
434
Colonial Trust
South Carolina
$7.49K
AUB
435
Atlantic Union Bankshares
Virginia
$7.17K
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$6.53K
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$6.05K
MMCM
438
Murphy & Mullick Capital Management
New York
$5.57K
MG
439
Mather Group
Illinois
$5.57K
LI
440
LRI Investments
Florida
$5.26K
FHC
441
First Horizon Corporation
Tennessee
$4.46K
CTWM
442
Cherry Tree Wealth Management
Minnesota
$4.3K
BWL
443
Bogart Wealth LLC
Virginia
$4.3K
HNW
444
High Note Wealth
Minnesota
$3.82K
QC
445
Quent Capital
New York
$3.82K
EWP
446
Elevation Wealth Partners
California
$3.66K
N
447
Natixis
France
$3.66K
TCM
448
TD Capital Management
Tennessee
$3.19K
GRP
449
Global Retirement Partners
California
$3.03K
HWM
450
Hemington Wealth Management
Virginia
$3K