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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
ACM
201
Alamar Capital Management
California
$924K -$1.95M -15,905 -65%
JIC
202
Johnson Investment Counsel
Ohio
$919K +$348K +2,835 +50%
BAM
203
Bullseye Asset Management
Colorado
$913K
NMERB
204
New Mexico Educational Retirement Board
New Mexico
$908K
FCM
205
Fieldview Capital Management
Michigan
$897K +$310K +2,523 +44%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$897K -$219K -1,788 -18%
Prudential Financial
207
Prudential Financial
New Jersey
$878K +$55.2K +450 +6%
AIP
208
Ameritas Investment Partners
Nebraska
$872K
CCIA
209
Campbell & Co Investment Adviser
Maryland
$852K +$968K +7,888 New
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
$843K -$5.94M -48,427 -86%
CC
211
Chicago Capital
Illinois
$831K -$11M -89,886 -92%
BCI
212
Brinker Capital Investments
Pennsylvania
$824K +$144K +1,170 +18%
Fisher Asset Management
213
Fisher Asset Management
Washington
$822K +$27.5K +224 +3%
Pictet Asset Management
214
Pictet Asset Management
Switzerland
$806K -$23.4M -190,692 -96%
KTM
215
Keeler Thomas Management
Utah
$794K +$902K +7,352 New
YIH
216
Y-Intercept (HK)
Hong Kong
$782K +$888K +7,238 New
AWA
217
Aaron Wealth Advisors
Illinois
$772K +$340K +2,769 +63%
SGAM
218
Smith Group Asset Management
Texas
$746K +$521K +4,247 +160%
BPMC
219
Buckland Partners Management Co
New York
$724K +$73.6K +600 +10%
ZBNA
220
Zions Bancorporation, National Association
Utah
$717K -$505K -4,113 -38%
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$691K +$115K +938 +17%
US Bancorp
222
US Bancorp
Minnesota
$689K +$39.1K +319 +5%
IWC
223
Integrated Wealth Concepts
Massachusetts
$673K +$531K +4,324 +227%
Neuberger Berman Group
224
Neuberger Berman Group
New York
$667K +$451K +3,673 +147%
EC
225
EntryPoint Capital
New York
$663K +$753K +6,136 New