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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
AG
426
AmeriFlex Group
Nevada
$648
CFD
427
Creative Financial Designs
Indiana
$540 -$123 -1 -17%
CFM
428
Cornerstone Financial Management
Massachusetts
$540 +$614 +5 New
LSA
429
Leonteq Securities AG
Switzerland
$432 -$35.6K -290 -99%
PWA
430
Physician Wealth Advisors
Utah
$325 -$1.84K -15 -83%
ACA
431
American Capital Advisory
Idaho
$325 -$123 -1 -25%
CFB
432
Cullen/Frost Bankers
Texas
$324
KFAS
433
Keating Financial Advisory Services
Kansas
$324 +$245 +2 +200%
RF
434
Rossby Financial
Florida
$316 +$368 +3 New
RS
435
Rakuten Securities
Japan
$216 -$982 -8 -80%
GWS
436
Greykasell Wealth Strategies
California
$216
TPCW
437
TD Private Client Wealth
New York
$216 +$245 +2 New
DPW
438
DiNuzzo Private Wealth
Pennsylvania
$109 -$245 -2 -67%
DF
439
Dunhill Financial
United Kingdom
$109
MCM
440
Manchester Capital Management
Vermont
$109
3FI
441
3 Factor Indexing
California
$109 +$123 +1 New
AWM
442
Activest Wealth Management
Florida
$108 -$8.1K -66 -99%
Norges Bank
443
Norges Bank
Norway
-$88.4M -579,853 Closed
Two Sigma Advisers
444
Two Sigma Advisers
New York
-$67.4M -442,100 Closed
TCM
445
TimesSquare Capital Management
New York
-$27.8M -182,047 Closed
CCA
446
Conestoga Capital Advisors
Pennsylvania
-$21.5M -141,220 Closed
LP
447
Longaeva Partners
Illinois
-$18.5M -121,383 Closed
Jane Street
448
Jane Street
New York
-$11.8M -96,243 Closed
GCM
449
Greenland Capital Management
New York
-$9.37M -61,412 Closed
N
450
Natixis
France
-$9.02M -59,141 Closed