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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
C
301
Certuity
Florida
$246K -$35.5K -289 -11%
DnB Asset Management
302
DnB Asset Management
Norway
$245K +$279K +2,272 New
KF
303
Krilogy Financial
Missouri
$245K -$97.6K -795 -25%
Nomura Holdings
304
Nomura Holdings
Japan
$244K +$277K +2,256 New
SA
305
Sanctuary Advisors
Indiana
$243K +$32.4K +264 +13%
SWP
306
Sagespring Wealth Partners
Tennessee
$242K +$275K +2,244 New
MFS
307
Mirabella Financial Services
United Kingdom
$241K -$4.29K -35 -2%
PAS
308
Park Avenue Securities
New York
$240K -$40K -326 -13%
KIA
309
Knollwood Investment Advisory
Maryland
$238K
MML Investors Services
310
MML Investors Services
Massachusetts
$236K -$153K -1,245 -36%
IQI
311
Integrated Quantitative Investments
Washington
$234K -$723K -5,890 -73%
LCM
312
Legato Capital Management
California
$234K
VCM
313
Versant Capital Management
Arizona
$233K -$48K -391 -15%
NYLIM
314
New York Life Investment Management
New York
$232K -$5.89K -48 -2%
SC
315
Savant Capital
Illinois
$230K +$261K +2,130 New
Lido Advisors
316
Lido Advisors
California
$230K +$9.57K +78 +4%
WA
317
Wealth Alliance
New York
$221K +$40.4K +329 +19%
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$219K
OL
319
Optas LLC
Texas
$217K -$2.7K -22 -1%
PFBT
320
Parkside Financial Bank & Trust
Missouri
$217K +$73.9K +602 +43%
WPC
321
Wedmont Private Capital
Pennsylvania
$215K +$64.9K +529 +34%
PCA
322
Pallas Capital Advisors
Massachusetts
$213K -$336K -2,738 -58%
GI
323
GAMMA Investing
California
$212K +$50.7K +413 +27%
CB
324
Commerce Bank
Missouri
$211K -$110K -897 -32%
ProShare Advisors
325
ProShare Advisors
Maryland
$208K -$736 -6 -0.3%