PCTY icon

Paylocity
PCTY

Overview Fund Activity

481 hedge funds and large institutions have $7.97B invested in Paylocity in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 185 increasing their positions, 157 reducing their positions, and 54 closing their positions.

Holders
481
Holders Change
+18
Holders Change %
+3.89%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
77
Increased
185
Reduced
157
Closed
54
Calls
$6.9M
Puts
$888K
Net Calls
+$6.02M
Net Calls Change
+$19.6M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$238M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$81.4M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$43.6M
4
Norges Bank
4
Norges Bank
Norway
$34M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$62M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$660M
2
WA
2
Wasatch Advisors
Utah
$322M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
ZIG
4
Zurich Insurance Group
Switzerland
$0
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$86.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BBHC
451
Brown Brothers Harriman & Co
New York
$2.36K 13 +13 New
FFO
452
Fortitude Family Office
Arizona
$2.36K 13 +13 New
CTC
453
Central Trust Company
Missouri
$2.18K 12 -72 -86%
S
454
Sachetta
Massachusetts
$2.18K 12 – –
SWM
455
Spire Wealth Management
Virginia
$2.17K 12 – –
TPWA
456
Twin Peaks Wealth Advisors
California
$1.88K 11 +11 New
WA
457
Whipplewood Advisors
Colorado
$1.63K 9 -33 -79%
PWMG
458
Private Wealth Management Group
New Jersey
$1.45K 8 – –
WA
459
WPG Advisers
Maryland
$1.27K 7 +3 +75%
DPW
460
DiNuzzo Private Wealth
Pennsylvania
$1.09K 6 – –
ADL
461
Asset Dedication LLC
California
$1.09K 6 +6 New
JWA
462
JFS Wealth Advisors
Pennsylvania
$906 5 -16 -76%
SC
463
SouthState Corp
Florida
$906 5 -7 -58%
CFD
464
Creative Financial Designs
Indiana
$906 5 – –
SO
465
Sierra Ocean
California
$725 4 – –
CTB
466
Country Trust Bank
Illinois
$725 4 +4 New
BHWM
467
Bay Harbor Wealth Management
Maryland
$543 3 +2 +200%
SIC
468
SJS Investment Consulting
Ohio
$363 2 -2 -50%
RWM
469
Rialto Wealth Management
New York
$363 2 +2 New
HIA
470
HFM Investment Advisors
New Jersey
$362 2 +2 New
TIM
471
Tortoise Investment Management
New York
$362 2 +2 New
MCM
472
Manchester Capital Management
Vermont
$182 1 – –
MCM
473
MV Capital Management
Maryland
$182 1 – –
LWMI
474
Legacy Wealth Management (Idaho)
Idaho
$182 1 – –
LIS
475
Legacy Investment Solutions
Idaho
$182 1 +1 New
17 18
19
20 21