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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
ERSOT
376
Employees Retirement System of Texas
Texas
$11K -$22.2K -181 -65%
JWM
377
JPL Wealth Management
Colorado
$10.7K +$12.1K +99 New
BFS
378
Bare Financial Services
Pennsylvania
$10.4K +$11.3K +92 +2,300%
Mitsubishi UFJ Asset Management
379
Mitsubishi UFJ Asset Management
Japan
$10K
RBC
380
Roble Belko & Company
Pennsylvania
$10K
SPIA
381
Steward Partners Investment Advisory
New York
$9.62K
AA
382
Ancora Advisors
Ohio
$9.18K +$8.1K +66 +347%
OCWP
383
Owl Creek Wealth Partners
Colorado
$8.64K +$9.82K +80 New
BIA
384
Bell Investment Advisors
California
$8K +$7.24K +59 +393%
HWP
385
Highline Wealth Partners
California
$7.89K +$8.96K +73 New
ECM
386
Estabrook Capital Management
New York
$7.56K
PWPS
387
Pinnacle Wealth Planning Services
Ohio
$6.59K +$4.17K +34 +126%
IAIM
388
International Assets Investment Management
Florida
$6.52K
EWP
389
Elevation Wealth Partners
California
$6.16K -$245 -2 -3%
WPA
390
Wealth Preservation Advisors
Tennessee
$5.19K +$5.89K +48 New
CT
391
Colonial Trust
South Carolina
$5.11K
CA
392
CoreCap Advisors
Michigan
$5.08K
GIA
393
GHP Investment Advisors
Colorado
$4.54K +$5.15K +42 New
HNB
394
Hilltop National Bank
Wyoming
$4.21K -$68.5K -558 -93%
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$4.11K
CAL
396
Capital Advisors Ltd
Ohio
$4K +$4.79K +39 New
SIC
397
SJS Investment Consulting
Ohio
$3.89K -$8.34K -68 -65%
MMCM
398
Murphy & Mullick Capital Management
New York
$3.78K
SC
399
SouthState Corp
Florida
$3.46K -$245 -2 -6%
AW
400
Avion Wealth
Texas
$3K +$2.94K +24 +200%