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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
Mariner
126
Mariner
Kansas
$4.61M +$2.56M +17,201 +132%
HSBC Holdings
127
HSBC Holdings
United Kingdom
$4.54M +$19K +128 +0.4%
DL
128
Dockside LLC
New York
$4.53M +$4.42M +29,683 New
Citigroup
129
Citigroup
New York
$4.48M +$1.24M +8,367 +40%
Franklin Resources
130
Franklin Resources
California
$4.37M +$684K +4,600 +19%
OAM
131
Oppenheimer Asset Management
New York
$4.36M -$2.16M -14,548 -34%
RG
132
Renaissance Group
Kentucky
$4.29M -$681K -4,577 -14%
RAM
133
RK Asset Management
Michigan
$4.28M -$13.4K -90 -0.3%
O
134
Ossiam
France
$4.2M +$4.09M +27,512 New
A
135
AlphaQuest
New York
$3.99M +$202K +1,355 +5%
WorldQuant Millennium Advisors
136
WorldQuant Millennium Advisors
New York
$3.97M +$2.03M +13,663 +110%
MOACM
137
Mutual of America Capital Management
New York
$3.86M +$141K +950 +4%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$3.85M +$2M +13,441 +114%
Alkeon Capital Management
139
Alkeon Capital Management
New York
$3.76M
ACM
140
Alamar Capital Management
California
$3.73M +$248K +1,667 +7%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$3.72M +$228K +1,535 +7%
Wells Fargo
142
Wells Fargo
California
$3.7M -$4.47M -30,075 -55%
New York State Common Retirement Fund
143
New York State Common Retirement Fund
New York
$3.6M -$1.23M -8,300 -26%
MIM
144
MetLife Investment Management
New Jersey
$3.58M -$214K -1,437 -6%
Squarepoint
145
Squarepoint
New York
$3.57M -$15.4M -103,464 -82%
SSCM
146
Sovereign's Capital Management
Georgia
$3.48M +$865K +5,815 +34%
KIM
147
Kestra Investment Management
Texas
$3.39M +$258K +1,732 +8%
Corient Private Wealth
148
Corient Private Wealth
Florida
$3.34M +$19.2M +128,781 +5,778%
EP
149
Edgestream Partners
New Jersey
$3.32M +$3.24M +21,788 New
IG
150
ING Group
Netherlands
$3.31M +$1.86M +12,500 +136%