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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
TCM
451
TD Capital Management
Tennessee
$3.19K
GRP
452
Global Retirement Partners
California
$3.03K -$7.08K -40 -68%
HWM
453
Hemington Wealth Management
Virginia
$3K -$1.77K -10 -31%
PG
454
Proffitt & Goodson
Tennessee
$2.55K +$2.83K +16 New
GWM
455
Geneos Wealth Management
Colorado
$2.55K -$1.95K -11 -41%
AA
456
Ancora Advisors
Ohio
$2.39K
BBHC
457
Brown Brothers Harriman & Co
New York
$2.07K
S
458
Sachetta
Massachusetts
$1.91K
SWM
459
Spire Wealth Management
Virginia
$1.91K
AG
460
AmeriFlex Group
Nevada
$1.91K +$2.13K +12 New
SS
461
Sunbelt Securities
Texas
$1.91K +$2.13K +12 New
BIA
462
Bell Investment Advisors
California
$1.75K -$354 -2 -15%
FFO
463
Fortitude Family Office
Arizona
$1.75K -$354 -2 -15%
PWMG
464
Private Wealth Management Group
New Jersey
$1.27K
PTC
465
Private Trust Company
Ohio
$1.27K -$2.66K -15 -65%
WA
466
WPG Advisers
Maryland
$1.27K +$177 +1 +14%
JWA
467
JFS Wealth Advisors
Pennsylvania
$1.11K +$354 +2 +40%
DPW
468
DiNuzzo Private Wealth
Pennsylvania
$1.08K
CCM
469
Cloud Capital Management
Washington
$1K +$1.24K +7 New
SC
470
SouthState Corp
Florida
$797
CFD
471
Creative Financial Designs
Indiana
$796
TPCW
472
TD Private Client Wealth
New York
$796 +$885 +5 New
TFA
473
Transamerica Financial Advisors
Florida
$637 +$708 +4 New
RWM
474
Rialto Wealth Management
New York
$478 +$177 +1 +50%
TIM
475
Tortoise Investment Management
New York
$478 +$177 +1 +50%

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.