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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
CPC
526
CFC Planning Company
Indiana
-$218K -1,203 Closed
ECM
527
Everence Capital Management
Indiana
-$210K -1,160 Closed
BDFN
528
Bond & Devick Financial Network
Minnesota
-$208K -1,150 Closed
RA
529
RiverPark Advisors
New York
-$155K -856 Closed
NS
530
NBC Securities
Alabama
-$78K -434 Closed
RS
531
Rakuten Securities
Japan
-$21.7K -120 Closed
MA
532
Montag & Associates
Georgia
-$17.6K -97 Closed
CAM
533
Creekmur Asset Management
Illinois
-$14.3K -79 Closed
MA
534
MCF Advisors
Kentucky
-$9.97K -55 Closed
CIAM
535
Caitong International Asset Management
Hong Kong
-$9.78K -54 Closed
BIG
536
Brooklyn Investment Group
New York
-$8.15K -45 Closed
TC
537
Truvestments Capital
Florida
-$6.16K -34 Closed
GBT
538
Grove Bank & Trust
Florida
-$5.44K -30 Closed
WT
539
Whittier Trust
California
-$5.07K -28 Closed
WSFS
540
Wilmington Savings Fund Society
Delaware
-$4.17K -23 Closed
KG
541
Kilter Group
New York
-$2.72K -15 Closed
CTC
542
Central Trust Company
Missouri
-$2.17K -12 Closed
TPWA
543
Twin Peaks Wealth Advisors
California
-$1.88K -11 Closed
WA
544
Whipplewood Advisors
Colorado
-$1.63K -9 Closed
ADL
545
Asset Dedication LLC
California
-$1.09K -6 Closed
CTB
546
Country Trust Bank
Illinois
-$725 -4 Closed
SO
547
Sierra Ocean
California
-$725 -4 Closed
FMP
548
Financial Management Professionals
Texas
-$181 -1 Closed
MYIA
549
Mount Yale Investment Advisors
Colorado
-$181 -1 Closed
AW
550
Avion Wealth
Texas
+$531 +3 New

PCTY Hedge Fund Activity: Q3 2025 in Review

484 of the 7,619 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.