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Paylocity

442 hedge funds and large institutions have $4.82B invested in Paylocity in 2026 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 189 increasing their positions, 148 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $7.05M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 148

2.93% more ownership

Funds ownership: 79.84%82.77% (+2.9%)

5% less funds holding

Funds holding: 463442 (-21)

15% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 82

27% less capital invested

Capital invested by funds: $6.6B → $4.82B (-$1.78B)

Holders
442
Holders Change
-21
Holders Change %
-4.54%
% of All Funds
5.44%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
70
Increased
189
Reduced
148
Closed
82
Calls
$17.9M
Puts
$7.05M
Net Calls
+$10.9M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
226
Jefferies Financial Group
New York
$660K +$749K +6,105 New
IC
227
Inscription Capital
Texas
$650K +$355K +2,889 +92%
UBP
228
Union Bancaire Privee
Switzerland
$644K -$177K -1,442 -19%
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$630K +$542K +4,414 +312%
BIG
230
Brooklyn Investment Group
New York
$626K +$402K +3,272 +130%
GC
231
Guggenheim Capital
Illinois
$614K +$447K +3,639 +178%
NA
232
NewEdge Advisors
Louisiana
$612K +$104K +849 +18%
Truist Financial
233
Truist Financial
North Carolina
$599K +$42.5K +346 +7%
BC
234
Bridgefront Capital
Texas
$580K +$412K +3,359 +167%
BWAM
235
Boyd Watterson Asset Management
Ohio
$556K +$632K +5,150 New
AI
236
Atria Investments
North Carolina
$545K +$329K +2,677 +113%
CG
237
Caprock Group
Idaho
$544K -$1.16M -9,435 -65%
SG Americas Securities
238
SG Americas Securities
New York
$531K -$1.69M -13,790 -74%
FC
239
Farringdon Capital
United Kingdom
$515K +$585K +4,766 New
FPAS
240
Focus Partners Advisor Solutions
Missouri
$512K +$180K +1,465 +45%
SLAM
241
Swiss Life Asset Management
$500K +$138K +1,123 +32%
BAAM
242
Baker Avenue Asset Management
California
$497K +$107K +876 +24%
TPI
243
Trust Point Inc
Wisconsin
$496K +$48K +391 +9%
KCP
244
Kera Capital Partners
California
$492K -$61.6K -502 -10%
AA
245
ALPS Advisors
Colorado
$489K +$223K +1,820 +67%
ECM
246
Evergreen Capital Management
Washington
$469K +$532K +4,339 New
S
247
SignatureFD
Georgia
$465K +$428K +3,490 +427%
RA
248
Royce & Associates
New York
$463K -$1.53M -12,503 -74%
GLA
249
Great Lakes Advisors
Illinois
$457K -$736 -6 -0.1%
SOADOR
250
State of Alaska Department of Revenue
Alaska
$457K -$12.9K -105 -2%