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Paylocity

481 hedge funds and large institutions have $6.65B invested in Paylocity in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 177 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

4.14% less ownership

Funds ownership: 79.81%75.67% (-4.1%)

17% less capital invested

Capital invested by funds: $7.99B → $6.65B (-$1.34B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
481
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.83M
Puts
$2.56M
Net Calls
Net Calls Change

Top Buyers

1 +$116M
2 +$75.3M
3 +$69.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$49.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$48.9M

Top Sellers

1 -$406M
2 -$84.9M
3 -$84.2M
4
Invesco
Invesco
Georgia
-$77.1M
5
ClearBridge Investments
ClearBridge Investments
New York
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
501
Moody National Bank Trust Division
Texas
MAM
502
Martingale Asset Management
Massachusetts
WG
503
Winton Group
United Kingdom
BPC
504
Bryce Point Capital
New York
PP
505
PDT Partners
New York
SMTF
506
Sphera Management Technology Funds
Israel
SG Americas Securities
507
SG Americas Securities
New York
BHB
508
Bank Hapoalim BM
Israel
VCM
509
Voleon Capital Management
California
BC
510
Bayforest Capital
United Kingdom
PCA
511
Pallas Capital Advisors
Massachusetts
FGP
512
Freestone Grove Partners
California
M1FG
513
Mach-1 Financial Group
Arkansas
PTC
514
Petrus Trust Company
Texas
Cambridge Investment Research Advisors
515
Cambridge Investment Research Advisors
Iowa
Mackenzie Financial
516
Mackenzie Financial
Ontario, Canada
MTWM
517
Masso Torrence Wealth Management
New Jersey
EC
518
EntryPoint Capital
New York
VWM
519
Venturi Wealth Management
Texas
TCM
520
Teza Capital Management
Illinois
HR
521
Hardy Reed
Mississippi
QCM
522
QRG Capital Management
Illinois
CPC
523
CFC Planning Company
Indiana
ECM
524
Everence Capital Management
Indiana
BDFN
525
Bond & Devick Financial Network
Minnesota