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PAYCInformation TechnologyCommon Stock

Paycom Software, Inc

Held by 10 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 70432V102 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 10 of the investors we track own this stock. In the latest quarter, 3 of them bought more of it and 9 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
10
-2 vs last quarter (like-for-like)
Total value held
$782.84M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$126.30M
-14.0% vs last quarter
Net shares bought
-1.2M
Est. net flow -$156.80M
Quarter activity
3 bought · 9 sold
1 new · 3 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns PAYC?

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Who owns PAYC? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Bill Nygren Harris Associates (Oakmark Funds) 3.40M $426.99M 0.6% Added +139.7K +4.3% +$17.55M
2 Two Sigma Two Sigma Investments 1.40M $176.07M 0.1% Reduced -346.7K -19.8% -$43.58M
3 Baillie Gifford Baillie Gifford & Co 975.40K $122.59M 0.1% Reduced -561.9K -36.6% -$70.62M
4 Israel Englander Millennium Management 120.04K $15.09M 0.0% Reduced -342.1K -74.0% -$43.00M
5 Hotchkis & Wiley Hotchkis & Wiley Capital Management 103.10K $12.96M 0.0% Reduced -4.8K -4.5% -$607.03K
6 Norges Bank Norges Bank Investment Management 77.50K $9.74M 0.0% — — — —
7 Ken Fisher Fisher Asset Management 57.27K $7.20M 0.0% Reduced -3.1K -5.1% -$389.11K
8 Ken Griffin Citadel Advisors 38.76K $4.87M 0.0% Reduced -131.0K -77.2% -$16.46M
9 Jeremy Grantham GMO 38.74K $4.87M 0.0% Added +15.8K +68.8% +$1.98M
10 Ray Dalio Bridgewater Associates 19.69K $2.47M 0.0% New +19.7K — +$2.47M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Polen Capital Polen Capital Management -30.8K $3.75M
David Shaw D.E. Shaw & Co. -1.7K $206.62K
Fred Alger Fred Alger Management -1.7K $202.12K

Politician trades

Politician trades in PAYC

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.