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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
RFP
401
Root Financial Partners
California
$2.81K -$2.09K -17 -40%
TFA
402
Transamerica Financial Advisors
Florida
$2.7K +$2.09K +17 +213%
QC
403
Quent Capital
New York
$2.59K -$13.9K -113 -82%
MCM
404
MV Capital Management
Maryland
$2.59K +$2.82K +23 +2,300%
KG
405
Kilter Group
New York
$2.48K +$2.82K +23 New
HI
406
Horizon Investments
North Carolina
$2.38K -$73.1K -596 -96%
BFP
407
Birchwood Financial Partners
Minnesota
$2.38K -$123 -1 -4%
PWMG
408
Private Wealth Management Group
New Jersey
$2.27K +$1.59K +13 +163%
RWM
409
Rialto Wealth Management
New York
$2.16K +$2.33K +19 +1,900%
CFO
410
CVA Family Office
Colorado
$2.05K +$1.96K +16 +533%
WTC
411
WhitTier Trust Company
Nevada
$2.03K -$10.9K -89 -82%
CPG
412
Cornerstone Planning Group
New Jersey
$1.94K +$123 +1 +6%
SWM
413
SHP Wealth Management
Massachusetts
$1.4K +$1.59K +13 New
B
414
Bayban
Minnesota
$1.3K +$1.47K +12 New
JFA
415
JNBA Financial Advisors
Minnesota
$1.19K +$1.35K +11 New
SWM
416
Spire Wealth Management
Virginia
$1.19K -$123 -1 -8%
CA
417
Clearstead Advisors
Ohio
$1.08K -$23.7K -193 -95%
QWM
418
Quaker Wealth Management
New Jersey
$973 +$368 +3 +50%
FFO
419
Fortitude Family Office
Arizona
$972 -$8.71K -71 -89%
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$864 -$6.01K -49 -86%
SS
421
Sunbelt Securities
Texas
$864 -$245 -2 -20%
JWA
422
JFS Wealth Advisors
Pennsylvania
$757 -$614 -5 -42%
SEP
423
Signature Equity Partners
Ohio
$756
CH
424
Cromwell Holdings
Wyoming
$756 +$491 +4 +133%
TPWA
425
Twin Peaks Wealth Advisors
California
$756 +$859 +7 New