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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
PA
351
Parallel Advisors
California
$48.7K +$20.5K +167 +59%
SCM
352
Sterling Capital Management
North Carolina
$44.3K -$11.4K -93 -18%
BCV
353
Banque Cantonale Vaudoise
Switzerland
$40K -$10.9K -89 -19%
AF
354
Advisornet Financial
Minnesota
$39.9K -$368 -3 -0.8%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$37.5K +$34.6K +282 +434%
BTI
356
Blue Trust Inc
Georgia
$35.8K +$1.72K +14 +4%
SAM
357
Smartleaf Asset Management
Massachusetts
$35.2K -$15.3K -125 -28%
PPC
358
Park Place Capital
Alabama
$33K -$1.72K -14 -4%
SSG
359
Summit Securities Group
New York
$32.4K +$36.8K +300 New
TWD
360
True Wealth Design
Ohio
$32.2K -$13.7K -112 -27%
ASN
361
Advisory Services Network
Georgia
$30.9K +$35.1K +286 New
Los Angeles Capital Management
362
Los Angeles Capital Management
California
$28.7K +$6.5K +53 +25%
MG
363
Mather Group
Illinois
$28.7K +$32.6K +266 New
BWA
364
Basecamp Wealth Advisors
Washington
$28.2K +$31.3K +255 +4,250%
HFS
365
Hughes Financial Services
Virginia
$27.2K +$123 +1 +0.4%
Optiver Holding
366
Optiver Holding
Netherlands
$26K +$29.1K +237 +5,925%
SS
367
SBI Securities
Japan
$25.4K -$736 -6 -2%
AAM
368
Advisors Asset Management
Colorado
$24.3K -$123 -1 -0.4%
Nisa Investment Advisors
369
Nisa Investment Advisors
Missouri
$23K +$14.7K +120 +129%
IA
370
IFP Advisors
Florida
$21.3K -$25.4K -207 -51%
GSEP
371
Golden State Equity Partners
California
$19.1K +$21.7K +177 New
AssetMark Inc
372
AssetMark Inc
California
$12.5K -$4.17K -34 -23%
BWL
373
Bogart Wealth LLC
Virginia
$12.1K +$8.96K +73 +187%
HNB
374
Huntington National Bank
Ohio
$12K -$13.5K -110 -50%
MFP
375
Meramec Financial Planners
Missouri
$11.8K +$7.36K +60 +111%