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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
Simplex Trading
326
Simplex Trading
Illinois
$204K +$194K +1,580 +508%
FAMI
327
Fideuram Asset Management (Ireland)
$202K -$38.4K -313 -15%
Bessemer Group
328
Bessemer Group
New Jersey
$196K -$8.71K -71 -4%
ESC
329
Eurizon SLJ Capital
$195K +$220K +1,793 New
WIA
330
World Investment Advisors
California
$193K +$220K +1,789 New
AF
331
Allworth Financial
California
$190K +$105K +857 +95%
GC
332
Globeflex Capital
California
$175K +$156K +1,275 +365%
RIL
333
Rothschild Investment LLC
Illinois
$175K +$116K +947 +141%
EWA
334
EverSource Wealth Advisors
Alabama
$152K +$22.1K +180 +15%
KAS
335
Kemnay Advisory Services
New York
$147K +$75.3K +614 +82%
TRCT
336
Tower Research Capital (TRC)
New York
$141K -$44.7K -364 -22%
EP
337
Essential Partners
California
$125K -$87.4K -712 -38%
Osaic Holdings
338
Osaic Holdings
Arizona
$119K -$117K -957 -46%
SO
339
STRS Ohio
Ohio
$113K -$123 -1 -0.1%
FFA
340
Farther Finance Advisors
California
$107K -$12.3K -100 -9%
UB
341
UMB Bank
Missouri
$101K +$21.6K +176 +23%
ECSS
342
Eurizon Capital SGR SpA
$100K +$7.12K +58 +7%
SOW
343
State of Wyoming
Wyoming
$93K +$14.6K +119 +16%
LFG
344
Larson Financial Group
Missouri
$86.8K +$84.1K +685 +581%
GWM
345
Geneos Wealth Management
Colorado
$82.4K +$87.5K +713 +1,426%
QL
346
Quarry LP
New York
$78.7K +$53.5K +436 +149%
Walleye Trading
347
Walleye Trading
New York
$76K +$86.3K +703 New
DZ Bank
348
DZ Bank
Germany
$74.5K
C
349
Covestor
United Kingdom
$54K -$55.7K -454 -48%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$49.3K +$32.6K +266 +140%