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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
BlackRock
1
BlackRock
New York
$474M +$23.8M +194,311 +5%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$437M +$33M +269,212 +7%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$235M +$267M +2,179,082 New
VCM
4
Vanguard Capital Management
Pennsylvania
$211M +$240M +1,953,755 New
Citadel Advisors
5
Citadel Advisors
Florida
$186M -$2.06M -16,821 -1%
State Street
6
State Street
Massachusetts
$145M +$2.69M +21,924 +2%
Morgan Stanley
7
Morgan Stanley
New York
$144M +$63.8M +519,511 +64%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$139M +$18.5M +150,991 +13%
AQR Capital Management
9
AQR Capital Management
Connecticut
$123M +$23.6M +192,007 +20%
Two Sigma Investments
10
Two Sigma Investments
New York
$122M +$61M +497,127 +78%
Point72 Asset Management
11
Point72 Asset Management
Connecticut
$120M -$19.2M -156,180 -12%
JP Morgan Chase
12
JP Morgan Chase
New York
$98.3M +$46.8M +381,776 +73%
WA
13
Wasatch Advisors
Utah
$87.3M -$4.17M -33,975 -4%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$78M -$125K -1,017 -0.1%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$71.9M +$16M +130,783 +24%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$69.4M -$25M -203,542 -24%
VBA
17
Van Berkom & Associates
Quebec, Canada
$66.6M +$11.4M +93,065 +18%
Millennium Management
18
Millennium Management
New York
$66.3M -$30.1M -245,118 -29%
Amundi
19
Amundi
France
$65.5M +$43.8M +357,001 +143%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$64.8M -$7.27M -59,267 -9%
QCM
21
Quantinno Capital Management
New York
$54.3M +$14.6M +119,374 +31%
RP
22
Riverbridge Partners
Minnesota
$49.9M -$3.86M -31,444 -6%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$48.9M +$27.3M +222,593 +97%
Bank of America
24
Bank of America
North Carolina
$48.6M +$8.35M +68,084 +18%
NAMI
25
Nomura Asset Management International
Pennsylvania
$48.1M -$103K -842 -0.2%