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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
OF
276
Optimize Financial
California
$316K +$359K +2,925 New
LSPW
277
Lake Street Private Wealth
Illinois
$308K
LAM
278
Lifestyle Asset Management
Texas
$303K +$86.4K +704 +33%
YMRC
279
Yorktown Management & Research Company
Virginia
$303K -$61.4K -500 -15%
AAP
280
Arax Advisory Partners
Colorado
$300K +$251K +2,042 +279%
DT
281
Diversified Trust
Tennessee
$298K +$2.58K +21 +0.8%
HWM
282
HB Wealth Management
Georgia
$296K +$336K +2,740 New
CFO
283
Callan Family Office
Pennsylvania
$292K +$115K +935 +53%
QCG
284
Quadrant Capital Group
Ohio
$292K -$711K -5,796 -68%
CAG
285
Crestwood Advisors Group
Massachusetts
$282K +$138K +1,125 +76%
WA
286
Waverly Advisors
Alabama
$276K +$313K +2,553 New
GCM
287
Graham Capital Management
Connecticut
$272K -$200K -1,631 -39%
VA
288
Vident Advisory
Georgia
$272K +$309K +2,519 New
CBU
289
CIBC Bancorp USA
Illinois
$272K +$309K +2,518 New
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$270K -$95.1K -775 -24%
LTAS
291
Linden Thomas Advisory Services
North Carolina
$266K +$303K +2,466 New
RS
292
R Squared
Hong Kong
$263K -$222K -1,806 -43%
MC
293
Machina Capital
France
$262K -$24.5K -200 -8%
CAM
294
Cresset Asset Management
Illinois
$261K +$131K +1,070 +79%
MCM
295
MAI Capital Management
Ohio
$259K +$268K +2,181 +1,005%
CGH
296
Crossmark Global Holdings
Texas
$259K +$16.1K +131 +6%
URS
297
Utah Retirement Systems
Utah
$257K -$601K -4,900 -67%
GC
298
Gilbert & Cook
Iowa
$251K -$1.35K -11 -0.5%
OFG
299
Oxford Financial Group
Indiana
$249K -$531K -4,330 -65%
CJ
300
Caitlin John
Michigan
$247K -$32.2K -262 -10%