PCTY icon

Paylocity

473 hedge funds and large institutions have $6.64B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 169 increasing their positions, 174 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:

4.19% less ownership

Funds ownership: 79.82%75.63% (-4.2%)

17% less capital invested

Capital invested by funds: $7.99B → $6.64B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
473
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 +$105M
2 +$67.7M
3 +$62.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$44.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$44M

Top Sellers

1 -$366M
2 -$76.4M
3 -$75.7M
4
Invesco
Invesco
Georgia
-$69.3M
5
ClearBridge Investments
ClearBridge Investments
New York
-$58.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
451
AmeriFlex Group
Nevada
$1.91K
FFO
452
Fortitude Family Office
Arizona
$1.75K
BIA
453
Bell Investment Advisors
California
$1.75K
PWMG
454
Private Wealth Management Group
New Jersey
$1.27K
PTC
455
Private Trust Company
Ohio
$1.27K
WA
456
WPG Advisers
Maryland
$1.27K
JWA
457
JFS Wealth Advisors
Pennsylvania
$1.11K
DPW
458
DiNuzzo Private Wealth
Pennsylvania
$1.08K
CCM
459
Cloud Capital Management
Washington
$1K
SC
460
SouthState Corp
Florida
$797
CFD
461
Creative Financial Designs
Indiana
$796
TPCW
462
TD Private Client Wealth
New York
$796
TFA
463
Transamerica Financial Advisors
Florida
$637
RWM
464
Rialto Wealth Management
New York
$478
TIM
465
Tortoise Investment Management
New York
$478
HIA
466
HFM Investment Advisors
New Jersey
$319
GWS
467
Greykasell Wealth Strategies
California
$319
BHWM
468
Bay Harbor Wealth Management
Maryland
$318
LWMI
469
Legacy Wealth Management (Idaho)
Idaho
$160
MCM
470
Manchester Capital Management
Vermont
$160
PWAM
471
Private Wealth Asset Management
Iowa
$159
ONPI
472
Owls Nest Partners IA
Pennsylvania
Norges Bank
473
Norges Bank
Norway
A
474
AustralianSuper
Australia
Axa
475
Axa
France