We are live on ! Find out more
PCTY icon

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
Invesco
51
Invesco
Georgia
$17.5M -$848K -6,908 -4%
SSA
52
Schonfeld Strategic Advisors
New York
$16.8M +$13.5M +109,766 +240%
TI
53
Trexquant Investment
Connecticut
$16.1M +$5.58M +45,512 +44%
NC
54
Nicholas Company
Wisconsin
$15.3M -$201K -1,635 -1%
Wellington Management Group
55
Wellington Management Group
Massachusetts
$14.9M +$9.94M +80,986 +142%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$14.5M +$4.75M +38,697 +41%
Canada Pension Plan Investment Board
57
Canada Pension Plan Investment Board
Ontario, Canada
$14.3M +$2.23M +18,200 +16%
N
58
Nuveen
North Carolina
$13.6M +$464K +3,785 +3%
HighTower Advisors
59
HighTower Advisors
Illinois
$13.5M +$4.49M +36,550 +41%
ECM
60
ExodusPoint Capital Management
New York
$13.4M +$2.53M +20,615 +20%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$12.9M -$11.3M -92,427 -44%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$12.8M +$192K +1,562 +1%
Loomis, Sayles & Company
63
Loomis, Sayles & Company
Massachusetts
$12.6M +$4.85M +39,510 +51%
Lord, Abbett & Co
64
Lord, Abbett & Co
New Jersey
$12.1M +$4.2M +34,218 +44%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$12M -$127K -1,031 -0.9%
UBS AM
66
UBS AM
Illinois
$11.9M +$268K +2,186 +2%
Corient Private Wealth
67
Corient Private Wealth
Florida
$11.7M -$2.72M -22,181 -17%
Principal Financial Group
68
Principal Financial Group
Iowa
$10.6M +$457K +3,727 +4%
SEI Investments
69
SEI Investments
Pennsylvania
$10.3M +$687K +5,599 +6%
Marshall Wace
70
Marshall Wace
United Kingdom
$9.96M +$3.88M +31,607 +52%
Voloridge Investment Management
71
Voloridge Investment Management
Florida
$9.95M -$12M -98,056 -52%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$9.86M +$1,000K +8,148 +10%
TAM
73
Trillium Asset Management
Massachusetts
$9.86M +$387K +3,157 +4%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$9.4M -$50.3M -409,914 -82%
Swiss National Bank
75
Swiss National Bank
Switzerland
$9.3M -$110K -900 -1%