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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
AB
151
Amalgamated Bank
New York
$3.22M -$157K -1,056 -5%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$3.16M +$1.87M +12,571 +155%
Lazard Asset Management
153
Lazard Asset Management
New York
$2.95M +$1.57M +10,572 +120%
PFSRSONJ
154
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.9M -$116K -778 -4%
SG Americas Securities
155
SG Americas Securities
New York
$2.85M +$2.78M +18,701 New
XT
156
XTX Topco
Cayman Islands
$2.84M +$2.03M +13,621 +272%
KCM
157
Kennedy Capital Management
Missouri
$2.84M +$11.5K +77 +0.4%
Treasurer of the State of North Carolina
158
Treasurer of the State of North Carolina
North Carolina
$2.8M -$245K -1,644 -8%
Creative Planning
159
Creative Planning
Kansas
$2.8M +$1.97M +13,235 +259%
LPL Financial
160
LPL Financial
California
$2.77M -$715K -4,807 -21%
QT
161
Quantbot Technologies
New York
$2.65M -$7.89M -53,025 -75%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$2.65M +$1.73M +11,628 +205%
Skandinaviska Enskilda Banken (SEB)
163
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.62M -$19.3M -129,783 -88%
RA
164
Royce & Associates
New York
$2.56M +$149 +1 +0%
OQS
165
Occudo Quantitative Strategies
Florida
$2.54M +$659K +4,426 +36%
ACS
166
Archford Capital Strategies
Illinois
$2.49M +$67.5K +454 +3%
HIM
167
Hillsdale Investment Management
Ontario, Canada
$2.47M
State of New Jersey Common Pension Fund D
168
State of New Jersey Common Pension Fund D
New Jersey
$2.38M +$51K +343 +2%
Renaissance Technologies
169
Renaissance Technologies
New York
$2.38M -$10.1M -67,600 -81%
VI
170
Vestcor Inc
New Brunswick, Canada
$2.36M
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$2.34M +$798K +5,366 +54%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$2.33M -$374K -2,513 -13%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$2.29M -$508K -3,416 -19%
Pacer Advisors
174
Pacer Advisors
Pennsylvania
$2.25M +$1.3M +8,769 +147%
CG
175
Caprock Group
Idaho
$2.21M +$1.43M +9,621 +199%