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Paylocity

463 hedge funds and large institutions have $6.6B invested in Paylocity in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 171 increasing their positions, 178 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $4.59M

4.09% more ownership

Funds ownership: 75.75%79.84% (+4.1%)

1% less capital invested

Capital invested by funds: $6.66B → $6.6B (-$50.9M)

4% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 178

4% less funds holding

Funds holding: 484463 (-21)

16% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 83

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
463
Holders Change
-21
Holders Change %
-4.34%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
70
Increased
171
Reduced
178
Closed
83
Calls
$17.3M
Puts
$4.59M
Net Calls
+$12.7M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$66.9M -$16.9M -113,826 -21%
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$65.9M +$48.7M +327,082 +312%
Northern Trust
28
Northern Trust
Illinois
$63.6M -$3.96M -26,620 -6%
UBS Group
29
UBS Group
Switzerland
$63.4M +$17.1M +115,111 +38%
QCM
30
Quantinno Capital Management
New York
$58.5M +$20.2M +136,036 +55%
Bank of America
31
Bank of America
North Carolina
$58.2M +$18.5M +124,552 +48%
GKIM
32
GW&K Investment Management
Massachusetts
$53.2M -$3.11M -20,922 -6%
Charles Schwab
33
Charles Schwab
California
$52.4M +$2.79M +18,747 +6%
GC
34
Gillson Capital
Illinois
$49.1M +$19.5M +130,929 +69%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$48.1M -$2.01M -13,543 -4%
Ameriprise
36
Ameriprise
Minnesota
$40.3M -$8.82M -59,310 -18%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$39.7M -$994K -6,682 -3%
Goldman Sachs
38
Goldman Sachs
New York
$38M +$12.2M +81,927 +49%
Amundi
39
Amundi
France
$38M +$25.5M +171,067 +219%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$35M -$1.32M -8,892 -4%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$32.3M +$31.5M +211,591 New
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$31.8M +$3.97M +26,678 +15%
Pictet Asset Management
43
Pictet Asset Management
Switzerland
$30.2M +$7.2M +48,380 +32%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$29M -$1.08M -7,264 -4%
TCM
45
TimesSquare Capital Management
New York
$27.8M +$8.42M +56,585 +45%
RIM
46
Ranger Investment Management
Texas
$26.4M -$78.9K -530 -0.3%
Invesco
47
Invesco
Georgia
$25.7M -$59.7M -401,538 -70%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$24.9M +$11.9M +79,653 +96%
BTW
49
Boston Trust Walden
Massachusetts
$24.1M +$23.5M +157,953 New
First Trust Advisors
50
First Trust Advisors
Illinois
$22.9M +$1.23M +8,298 +6%