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Paylocity

468 hedge funds and large institutions have $8.09B invested in Paylocity in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 202 increasing their positions, 136 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 136

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

3% more funds holding

Funds holding: 456468 (+12)

0.82% more ownership

Funds ownership: 76.49%77.31% (+0.82%)

5% less capital invested

Capital invested by funds: $8.51B → $8.09B (-$412M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

70% less call options, than puts

Call options by funds: $5.75M | Put options by funds: $19.4M

Holders
468
Holders Change
+12
Holders Change %
+2.63%
% of All Funds
6.28%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
76
Increased
202
Reduced
136
Closed
60
Calls
$5.75M
Puts
$19.4M
Net Calls
-$13.6M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
451
Cullen/Frost Bankers
Texas
$937 -$7.19K -36 -88%
GFPC
452
Global Financial Private Client
Florida
$937 +$799 +4 +400%
CFD
453
Creative Financial Designs
Indiana
$937 +$999 +5 New
SIC
454
SJS Investment Consulting
Ohio
$750 +$200 +1 +33%
QC
455
Quent Capital
New York
$749
WA
456
WPG Advisers
Maryland
$749 +$400 +2 +100%
AWM
457
Activest Wealth Management
Florida
$749 +$799 +4 New
SO
458
Sierra Ocean
California
$749 +$799 +4 New
MWM
459
Mascoma Wealth Management
New Hampshire
$562
CFO
460
CVA Family Office
Colorado
$562 +$599 +3 New
NC
461
NewSquare Capital
Pennsylvania
$375 +$400 +2 New
LWMI
462
Legacy Wealth Management (Idaho)
Idaho
$188 -$4.39K -22 -96%
MCM
463
Manchester Capital Management
Vermont
$188 -$200 -1 -50%
MCM
464
MV Capital Management
Maryland
$188
ACA
465
American Capital Advisory
Idaho
$188 +$200 +1 New
PWM
466
Parkworth Wealth Management
California
$187
BHWM
467
Bay Harbor Wealth Management
Maryland
$187 +$200 +1 New
PWAM
468
Private Wealth Asset Management
Iowa
$187 +$200 +1 New
Capital International Investors
469
Capital International Investors
California
-$232M -1,164,066 Closed
ACM
470
Anomaly Capital Management
New York
-$19.1M -95,780 Closed
Renaissance Technologies
471
Renaissance Technologies
New York
-$18.3M -91,700 Closed
LP
472
LMR Partners
United Kingdom
-$11.8M -59,007 Closed
CCM
473
Candlestick Capital Management
Connecticut
-$11.5M -57,501 Closed
IMPI
474
Ilmarinen Mutual Pension Insurance
Finland
-$5.98M -30,000 Closed
SLG
475
Stanley-Laman Group
Pennsylvania
-$5.78M -28,953 Closed

PCTY Hedge Fund Activity: Q1 2025 in Review

468 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Paylocity (PCTY) for Q1 2025, worth a combined $8.09B — down 4.8% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PCTY positions and 60 closed out — a net gain of 16 holders — while 202 added to existing stakes and 136 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $137M. The largest seller was Capital International Investors, exiting entirely with an estimated $232M sold.

  • 468 institutional investors held Paylocity (PCTY) as of Q1 2025, up from 456 in Q4 2024.
  • Funds reported $8.09B of Paylocity stock for Q1 2025, down 4.8% quarter-over-quarter.
  • 76 funds opened new Paylocity positions in Q1 2025 and 60 closed out, a net change of +16 holders.
  • The largest Paylocity buyer in Q1 2025 was William Blair Investment Management, an estimated $137M added.
  • The largest Paylocity seller in Q1 2025 was Capital International Investors, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2025.