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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
BMCM
501
Burns Matteson Capital Management
New York
-$421K -2,109 Closed
ADIM
502
Alpha DNA Investment Management
Maryland
-$418K -2,094 Closed
TI
503
Tidal Investments
Wisconsin
-$405K -2,031 Closed
HIM
504
Hanlon Investment Management
New Jersey
-$399K -2,000 Closed
GCM
505
Gallacher Capital Management
Colorado
-$397K -1,989 Closed
SFI
506
Siemens Fonds Invest
Germany
-$395K -1,976 Closed
CC
507
Corton Capital
Ontario, Canada
-$363K -1,821 Closed
I
508
InceptionR
California
-$289K -1,451 Closed
PAG
509
Private Advisor Group
New Jersey
-$246K -1,235 Closed
PA
510
Profund Advisors
Maryland
-$215K -1,077 Closed
MYAM
511
Meiji Yasuda Asset Management
Japan
-$213K -1,066 Closed
VFA
512
Values First Advisors
Tennessee
-$203K -1,019 Closed
DWM
513
Dakota Wealth Management
Florida
-$203K -1,017 Closed
BEI
514
Benjamin Edwards Inc
Missouri
-$201K -1,007 Closed
CFGS
515
Concourse Financial Group Securities
Alabama
-$53K -268 Closed
CAS
516
Coppell Advisory Solutions
Texas
-$23.8K -119 Closed
PIM
517
Plato Investment Management
Australia
-$13.2K -66 Closed
Group One Trading
518
Group One Trading
Illinois
-$9.79K -49 Closed
CA
519
Continuum Advisory
Idaho
-$5.58K -28 Closed
AT
520
Avalon Trust
New Mexico
-$3.99K -20 Closed
LFA
521
LGT Financial Advisors
Texas
-$3.59K -18 Closed
Lazard Asset Management
522
Lazard Asset Management
New York
-$1K -8 Closed
HCP
523
Hexagon Capital Partners
Arkansas
-$1.2K -6 Closed
FFO
524
Fortitude Family Office
Arizona
-$997 -5 Closed
JFA
525
JNBA Financial Advisors
Minnesota
-$798 -4 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.