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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
MSE
476
MUFG Securities EMEA
United Kingdom
-$418K -2,740 Closed
AC
477
Armistice Capital
New York
-$415K -2,719 Closed
SCP
478
Sivia Capital Partners
California
-$370K -2,423 Closed
ACM
479
Aster Capital Management
United Arab Emirates
-$341K -2,236 Closed
MOS
480
MGO One Seven
Ohio
-$333K -2,182 Closed
YC
481
Yarbrough Capital
Tennessee
-$320K -2,100 Closed
ICP
482
Interchange Capital Partners
Pennsylvania
-$318K -2,085 Closed
IFG
483
Independent Financial Group
California
-$309K -2,025 Closed
CL
484
Choreo LLC
Illinois
-$304K -1,986 Closed
KWM
485
Keebeck Wealth Management
Illinois
-$281K -1,840 Closed
CIA
486
Caerus Investment Advisors
Texas
-$276K -1,809 Closed
Mitsubishi UFJ Trust & Banking
487
Mitsubishi UFJ Trust & Banking
Japan
-$275K -1,802 Closed
CIBC Asset Management
488
CIBC Asset Management
Ontario, Canada
-$272K -1,785 Closed
RGC
489
Roberts, Glore & Co
Illinois
-$265K -1,735 Closed
VWM
490
Venturi Wealth Management
Texas
-$250K -1,638 Closed
TI
491
Tidal Investments
Wisconsin
-$248K -1,629 Closed
P
492
&Partners
Tennessee
-$244K -1,603 Closed
EWA
493
EP Wealth Advisors
California
-$242K -1,587 Closed
BEI
494
Benjamin Edwards Inc
Missouri
-$241K -1,583 Closed
HAG
495
HighPoint Advisor Group
Illinois
-$241K -1,583 Closed
RFC
496
Regions Financial Corp
Alabama
-$240K -1,574 Closed
NDSIB
497
North Dakota State Investment Board
North Dakota
-$239K -1,568 Closed
SCM
498
Shelton Capital Management
Colorado
-$236K -1,546 Closed
DWT
499
Dorsey & Whitney Trust
South Dakota
-$234K -1,537 Closed
Envestnet Portfolio Solutions
500
Envestnet Portfolio Solutions
Illinois
-$233K -1,531 Closed