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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
Stifel Financial
176
Stifel Financial
Missouri
$2.12M -$752K -5,054 -27%
KBC Group
177
KBC Group
Belgium
$2.11M +$234K +1,575 +13%
KK
178
KLP Kapitalforvaltning
Norway
$2.1M +$29.8K +200 +1%
STA
179
Summit Trail Advisors
New York
$2.1M +$862K +5,795 +72%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$2.01M +$417K +2,800 +27%
YCM
181
Yousif Capital Management
Michigan
$1.89M -$57.4K -386 -3%
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$1.88M
ASRS
183
Arizona State Retirement System
Arizona
$1.87M -$117K -784 -6%
LSERS
184
Louisiana State Employees Retirement System
Louisiana
$1.86M -$29.8K -200 -2%
COPPSERS
185
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.68M -$66.1K -444 -4%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$1.68M +$5.06K +34 +0.3%
HT
187
Headlands Technologies
Illinois
$1.64M -$1.47M -9,847 -48%
ZBNA
188
Zions Bancorporation, National Association
Utah
$1.64M -$198K -1,331 -11%
EMPI
189
Elo Mutual Pension Insurance
Finland
$1.58M -$789K -5,301 -34%
SOMRS
190
State of Michigan Retirement System
Michigan
$1.58M -$44.6K -300 -3%
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$1.54M +$43.9K +295 +3%
Pathstone Holdings
192
Pathstone Holdings
New Jersey
$1.52M +$669K +4,497 +82%
NAAA
193
New Age Alpha Advisors
New York
$1.51M +$27.1K +182 +2%
NMIMC
194
Northwestern Mutual Investment Management Company
Wisconsin
$1.5M -$15.3K -103 -1%
AIMCA
195
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.46M +$1.43M +9,600 New
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$1.45M +$620K +4,167 +78%
JG
197
Jain Global
New York
$1.41M +$1.37M +9,240 New
OA
198
Oak Associates
Ohio
$1.36M
ET
199
Entropy Technologies
New York
$1.34M +$298K +2,000 +29%
OPERF
200
Oregon Public Employees Retirement Fund
Oregon
$1.34M -$29.8K -200 -2%