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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
GCM
501
Gallacher Capital Management
Colorado
-$226K -1,481 Closed
SW
502
SkyOak Wealth
Michigan
-$226K -1,480 Closed
1C
503
111 Capital
France
-$224K -1,469 Closed
MWM
504
Modern Wealth Management
Kansas
-$211K -1,386 Closed
WCM
505
Washington Capital Management
Washington
-$211K -1,385 Closed
OAC
506
OMERS Administration Corp
Ontario, Canada
-$205K -1,342 Closed
FTWA
507
Fifth Third Wealth Advisors
Ohio
-$201K -1,321 Closed
ETC
508
Exchange Traded Concepts
Oklahoma
-$94.2K -618 Closed
TF
509
Tompkins Financial
New York
-$76.3K -500 Closed
DB
510
Danske Bank
Denmark
-$61K -400 Closed
FHA
511
Flagship Harbor Advisors
Massachusetts
-$26.7K -175 Closed
BCWM
512
Bartlett & Co Wealth Management
Ohio
-$22.9K -150 Closed
CIAS
513
CBIZ Investment Advisory Services
Ohio
-$7.32K -48 Closed
PTC
514
Private Trust Company
Ohio
-$5.64K -37 Closed
HNW
515
High Note Wealth
Minnesota
-$5.34K -35 Closed
SL
516
Salomon & Ludwin
Virginia
-$4.96K -33 Closed
S
517
Sachetta
Massachusetts
-$4.12K -27 Closed
EW
518
Elyxium Wealth
California
-$3.05K -20 Closed
BBHC
519
Brown Brothers Harriman & Co
New York
-$1.98K -13 Closed
GSWM
520
Golden State Wealth Management
California
-$1.37K -9 Closed
HI
521
Harbour Investments
Wisconsin
-$915 -6 Closed
OC
522
Optima Capital
Oregon
-$458 -3 Closed
BHWM
523
Bay Harbor Wealth Management
Maryland
-$152 -1 Closed
PWAM
524
Private Wealth Asset Management
Iowa
-$153 -1 Closed