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Paylocity

484 hedge funds and large institutions have $6.66B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 175 increasing their positions, 177 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $2.56M

1% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 177

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

1% less funds holding

Funds holding: 489484 (-5)

4.11% less ownership

Funds ownership: 79.85%75.75% (-4.1%)

17% less capital invested

Capital invested by funds: $7.99B → $6.66B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
484
Holders Change
-5
Holders Change %
-1.02%
% of All Funds
6.35%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
67
Increased
175
Reduced
177
Closed
68
Calls
$3.83M
Puts
$2.56M
Net Calls
+$1.27M
Net Calls Change
-$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
426
Rise Advisors
New York
$15.1K
Mitsubishi UFJ Asset Management
427
Mitsubishi UFJ Asset Management
Japan
$14.8K
WANY
428
Wealthspire Advisors (New York)
New York
$14.8K +$16.5K +93 New
RBC
429
Roble Belko & Company
Pennsylvania
$14K
JWM
430
JPL Wealth Management
Colorado
$12.1K +$13.5K +76 New
ECM
431
Estabrook Capital Management
New York
$11.1K
HFS
432
Hantz Financial Services
Michigan
$10K +$6.2K +35 +130%
RFP
433
Root Financial Partners
California
$8.92K +$9.92K +56 New
PA
434
Parallel Advisors
California
$8.28K -$3.72K -21 -29%
LFG
435
Larson Financial Group
Missouri
$7.49K -$7.79K -44 -48%
CT
436
Colonial Trust
South Carolina
$7.49K
CA
437
CoreCap Advisors
Michigan
$7.49K
AUB
438
Atlantic Union Bankshares
Virginia
$7.17K +$7.97K +45 New
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$6.53K -$531 -3 -7%
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$6.05K +$531 +3 +9%
MMCM
441
Murphy & Mullick Capital Management
New York
$5.57K
MG
442
Mather Group
Illinois
$5.57K +$6.2K +35 New
LI
443
LRI Investments
Florida
$5.26K
FHC
444
First Horizon Corporation
Tennessee
$4.46K +$4.96K +28 New
CTWM
445
Cherry Tree Wealth Management
Minnesota
$4.3K
BWL
446
Bogart Wealth LLC
Virginia
$4.3K
HNW
447
High Note Wealth
Minnesota
$3.82K +$177 +1 +4%
QC
448
Quent Capital
New York
$3.82K +$4.25K +24 New
EWP
449
Elevation Wealth Partners
California
$3.66K +$4.07K +23 New
N
450
Natixis
France
$3.66K -$5.72M -32,310 -100%

PCTY Hedge Fund Activity: Q3 2025 in Review

484 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q3 2025, worth a combined $6.66B — down 17% from $7.99B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of PCTY and 67 opened new positions — a net loss of 1 holder — while 177 trimmed existing stakes and 175 added.

The largest buyer was Alyeska Investment Group, opening a new position worth an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $406M.

  • 484 institutional investors held Paylocity (PCTY) as of Q3 2025, down from 489 in Q2 2025.
  • Funds reported $6.66B of Paylocity stock for Q3 2025, down 17% quarter-over-quarter.
  • 67 funds opened new Paylocity positions in Q3 2025 and 68 closed out, a net change of -1 holder.
  • The largest Paylocity buyer in Q3 2025 was Alyeska Investment Group, an estimated $116M added.
  • The largest Paylocity seller in Q3 2025 was T. Rowe Price Associates, an estimated $406M sold.

Based on aggregated 13F filings for Q3 2025.