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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
Charles Schwab
26
Charles Schwab
California
$55.7M +$2.4M +12,002 +4%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$50.5M -$48.6M -243,446 -47%
ONPI
28
Owls Nest Partners IA
Pennsylvania
$49.6M +$105K +525 +0.2%
First Trust Advisors
29
First Trust Advisors
Illinois
$49M +$23.4M +117,192 +81%
ZIG
30
Zurich Insurance Group
Switzerland
$48M +$51.2M +256,206 New
Pictet Asset Management
31
Pictet Asset Management
Switzerland
$43.2M -$43.9M -219,593 -49%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$41.1M +$25.5M +127,842 +140%
Morgan Stanley
33
Morgan Stanley
New York
$39.8M +$3.9M +19,501 +10%
Millennium Management
34
Millennium Management
New York
$39.7M +$19.7M +98,520 +87%
SEI Investments
35
SEI Investments
Pennsylvania
$39.2M +$3.93M +19,666 +10%
TCM
36
TimesSquare Capital Management
New York
$37.1M +$39.5M +197,957 New
Skandinaviska Enskilda Banken (SEB)
37
Skandinaviska Enskilda Banken (SEB)
Sweden
$36.9M +$9.27M +46,400 +31%
Principal Financial Group
38
Principal Financial Group
Iowa
$36.5M +$10.7M +53,352 +38%
RIM
39
Ranger Investment Management
Texas
$35.3M +$6.71M +33,600 +22%
Axa
40
Axa
France
$33.5M +$2.79M +13,986 +8%
Victory Capital Management
41
Victory Capital Management
Texas
$33.3M +$3.99M +19,966 +13%
Deutsche Bank
42
Deutsche Bank
Germany
$32.2M +$1.33M +6,670 +4%
Bank of America
43
Bank of America
North Carolina
$30.1M +$4.02M +20,106 +14%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$29.1M +$7.04M +35,219 +29%
Swedbank
45
Swedbank
Sweden
$28.2M
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$27.6M -$2.35M -11,776 -7%
NC
47
Nicholas Company
Wisconsin
$26.9M +$8.99K +45 +0%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$25.6M +$1.18M +5,919 +5%
UBS AM
49
UBS AM
Illinois
$25.6M +$1.52M +7,594 +6%
CSS
50
Cubist Systematic Strategies
Connecticut
$25.5M +$15.7M +78,336 +135%

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.