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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
TAM
76
Trillium Asset Management
Massachusetts
$13.2M -$2.34M -15,736 -16%
IC
77
IEQ Capital
California
$13.2M +$3.39M +22,790 +36%
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.1M -$1.15M -7,758 -8%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$12.7M +$226K +1,516 +2%
GAM
80
Gotham Asset Management
New York
$11.9M -$2.6M -17,503 -18%
Lord, Abbett & Co
81
Lord, Abbett & Co
New Jersey
$11.8M -$4.82M -32,412 -29%
Loomis, Sayles & Company
82
Loomis, Sayles & Company
Massachusetts
$11.8M -$1.71M -11,499 -13%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$11.6M +$1.12M +7,553 +11%
Barclays
84
Barclays
United Kingdom
$11.6M -$1.7M -11,458 -13%
Deutsche Bank
85
Deutsche Bank
Germany
$11.5M -$7.14M -48,003 -39%
EGM
86
Engineers Gate Manager
New York
$11.3M -$3.48M -23,366 -24%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$11.2M -$172K -1,156 -2%
Legal & General Group
88
Legal & General Group
United Kingdom
$10.3M -$2.47M -16,630 -20%
JF
89
Jump Financial
Illinois
$10.1M -$2.07M -13,893 -17%
GCM
90
Greenland Capital Management
New York
$9.37M +$9.14M +61,412 New
Marshall Wace
91
Marshall Wace
United Kingdom
$9.24M +$8.82M +59,284 +4,560%
N
92
Natixis
France
$9.02M +$8.8M +59,118 +257,035%
Capital Fund Management (CFM)
93
Capital Fund Management (CFM)
France
$8.91M +$4.55M +30,607 +110%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$8.72M +$644K +4,326 +8%
AG
95
Algert Global
California
$8.58M +$4.01M +26,950 +92%
Bank of Nova Scotia
96
Bank of Nova Scotia
Ontario, Canada
$8.57M +$4.81M +32,296 +135%
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$8.35M +$2.02M +13,588 +33%
HIIFS
98
Harel Insurance Investments & Financial Services
Israel
$8.23M +$3.91M +26,251 +95%
Holocene Advisors
99
Holocene Advisors
New York
$7.37M +$1.18M +7,898 +20%
Ensign Peak Advisors
100
Ensign Peak Advisors
Utah
$7.27M -$3.63M -24,417 -34%