Paycom SoftwarePAYC
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 748 institutions reported holding Paycom Software Inc. (PAYC) in their 13F filings, up 24 from Q1 2025. 96 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($920.9M) and Polen Capital Management LLC ($670.2M). 10 famous investors held it, including Bill Nygren (0.8% of Harris Associates (Oakmark Funds)'s portfolio), Terry Smith (0.4% of Fundsmith's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).
- Company
- Paycom Software Inc.
- CUSIP
- 70432V102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $210.3M |
| Exits | 66 | $182.6M |
All 13F filers, Q1 2025 → Q2 2025: 4,162,670 shares bought and 3,745,315 shares sold, net +417,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 748 holders
| Vanguard Group Inc. | 0.02% | Add +3.0% | 5,623,570 | $1.3B |
| BlackRock, Inc. | 0.02% | Add +2.8% | 3,979,745 | $920.9M |
| Polen Capital Management LLC | 2.06% | Reduce -6.5% | 2,896,489 | $670.2M |
| FMR LLC | 0.03% | Add +4.9% | 2,498,700 | $578.2M |
| State Street Corp. | 0.02% | Add +8.4% | 2,097,910 | $485.5M |
| Harris Associates (Oakmark Funds) | 0.78% | Reduce -31.5% | 2,081,854 | $481.7M |
| First Trust Advisors LP | 0.33% | Reduce -1.9% | 1,788,995 | $414.0M |
| Geode Capital Management, LLC | 0.03% | Add +5.3% | 1,661,685 | $383.3M |
| Baillie Gifford & Co. | 0.27% | Reduce -2.2% | 1,549,695 | $358.6M |
| Sylebra Capital LLC | 13.47% | Reduce -7.8% | 1,429,082 | $330.7M |
| Invesco Ltd. | 0.04% | Reduce -9.8% | 1,112,387 | $257.4M |
| Morgan Stanley | 0.02% | Add +34.5% | 1,080,734 | $250.1M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1.96% | Reduce -0.3% | 960,735 | $222.3M |
| Northern Trust Corp. | 0.02% | Reduce -3.0% | 718,221 | $166.2M |
| Goldman Sachs Group Inc. | 0.03% | Add +5.6% | 668,928 | $154.8M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +17.9% | 633,692 | $146.6M |
| Federated Hermes, Inc. | 0.25% | Add +19.9% | 572,734 | $132.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.30% | Reduce -8.6% | 539,473 | $124.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.3% | 518,932 | $120.1M |
| Brown Capital Management LLC | 3.19% | Reduce -5.9% | 474,655 | $109.8M |
| Riverbridge Partners LLC | 1.75% | Reduce -7.3% | 470,081 | $108.8M |
| Bank of America Corp. | 0.01% | Reduce -11.9% | 451,807 | $104.5M |
| Fundsmith | 0.42% | No change | 413,510 | $95.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.1% | 412,975 | $95.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +14.2% | 405,911 | $93.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.16% | Add +6.5% | 387,592 | $89.7M |
| UBS Group AG | 0.02% | Reduce -6.3% | 383,809 | $88.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +15.7% | 347,991 | $80.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -36.5% | 342,151 | $79.2M |
| Confluence Investment Management LLC | 1.12% | Reduce -2.5% | 342,139 | $79.2M |
| Royal Bank of Canada | 0.01% | Add +32.4% | 322,185 | $74.6M |
| Boston Trust Walden Corp | 0.53% | Reduce -11.1% | 320,140 | $74.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.1% | 316,114 | $73.1M |
| Wells Fargo & Company | 0.01% | Add +11.1% | 279,133 | $64.6M |
| Marathon Asset Management Ltd | 1.99% | Add +1.3% | 268,285 | $62.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.4% | 250,136 | $57.9M |
| Sather Financial Group Inc | 3.30% | Reduce -7.4% | 242,484 | $56.1M |
| Legal & General Group Plc | 0.01% | Add +46.0% | 233,523 | $54.0M |
| Jennison Associates LLC | 0.03% | New | 215,443 | $49.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.12% | Reduce -6.7% | 213,903 | $49.5M |
| Nordea Investment Management AB | 0.05% | Reduce -3.1% | 213,509 | $48.7M |
| Deutsche Bank AG | 0.02% | Reduce -19.4% | 198,333 | $45.9M |
| BNP Paribas Financial Markets | 0.04% | Reduce -7.0% | 198,195 | $45.9M |
| Vest Financial, LLC | 0.57% | Add +6.7% | 173,153 | $40.1M |
| New York State Common Retirement Fund | 0.05% | Reduce -0.2% | 170,487 | $39.5M |
| Caisse de depot et placement du Quebec | 0.08% | Add +8453.9% | 165,346 | $38.3M |
| Sei Investments Co. | 0.04% | Reduce -7.3% | 163,573 | $37.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.09% | Reduce -8.9% | 162,969 | $37.7M |
| Two Sigma Investments, LP | 0.07% | Add +1201.2% | 161,905 | $37.5M |
| Amundi | 0.01% | Add +143.8% | 160,008 | $36.5M |
| Swiss National Bank | 0.02% | Add +7.7% | 157,600 | $36.5M |
| SG Americas Securities, LLC | 0.16% | Add +5691.0% | 155,489 | $36.0M |
| Aureus Asset Management, LLC | 2.28% | Reduce -3.1% | 154,082 | $35.7M |
| Principal Financial Group Inc. | 0.02% | Add +117.7% | 136,860 | $31.7M |
| Rhumbline Advisers | 0.03% | Add +28.8% | 132,564 | $30.7M |
| Wellington Management Group LLP | 0.01% | Reduce -16.8% | 128,188 | $29.7M |
| Bank of Montreal | 0.01% | Reduce -4.5% | 122,787 | $28.4M |
| Robeco Institutional Asset Management B.V. | 0.05% | Add +322.7% | 122,394 | $28.3M |
| American Century Companies Inc. | 0.01% | Reduce -1.3% | 115,219 | $26.7M |
| Barclays PLC | 0.01% | Add +3.7% | 113,787 | $26.3M |
| Citigroup Inc. | 0.02% | Add +43.0% | 113,365 | $26.2M |
| Nuveen, LLC | 0.01% | Reduce -7.7% | 110,567 | $25.6M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.37% | Add +2.7% | 109,991 | $25.5M |
| American Capital Management Inc. | 1.04% | Reduce -29.7% | 108,027 | $25.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.3% | 106,379 | $24.6M |
| Oppenheimer Asset Management Inc. | 0.27% | Reduce -2.8% | 100,663 | $23.3M |
| Glenmede Investment Management, LP | 0.12% | — | 100,582 | $23.3M |
| Twinbeech Capital LP | 0.53% | New | 100,188 | $23.2M |
| Candriam S.C.A. | 0.13% | Add +40.0% | 99,023 | $22.9M |
| Two Sigma Advisers, LP | 0.05% | Add +19.4% | 98,500 | $22.8M |
| Ninety One UK Ltd | 0.05% | Reduce -15.8% | 98,042 | $22.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +16.7% | 97,656 | $22.6M |
| California Public Employees Retirement System | 0.01% | Add +9.7% | 96,418 | $22.3M |
| Gotham Asset Management | 0.13% | Add +21.6% | 96,374 | $22.3M |
| Associated Banc-Corp | 0.59% | Reduce -40.3% | 90,712 | $21.0M |
| California State Teachers Retirement System | 0.02% | Add +2.5% | 90,159 | $20.9M |
| LPL Financial LLC | 0.01% | Add +21.9% | 84,740 | $19.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -4.0% | 84,128 | $19.4M |
| Barlow Wealth Partners, LLC | 2.19% | Reduce -18.7% | 80,269 | $18.3M |
| HSBC Holdings PLC | 0.01% | Reduce -2.9% | 78,663 | $18.1M |
| Ameriprise Financial Inc. | 0.00% | Add +63.8% | 78,650 | $18.0M |
| Swedbank AB | 0.02% | Add +9.1% | 74,889 | $17.3M |
| Norges Bank | 0.00% | Add +116.5% | 73,511 | $17.0M |
| Fisher Asset Management | 0.01% | Reduce -11.7% | 72,839 | $16.9M |
| Man Group plc | 0.04% | Add +4.6% | 72,399 | $16.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.5% | 68,593 | $15.9M |
| BLI - Banque de Luxembourg Investments | 0.45% | Reduce -8.5% | 69,100 | $15.7M |
| Korea Investment CORP | 0.03% | Add +100.5% | 64,072 | $14.8M |
| Reinhart Partners, Llc. | 0.51% | Reduce -8.6% | 63,921 | $14.8M |
| River Road Asset Management, LLC | 0.19% | Add +14.5% | 63,273 | $14.7M |
| Franklin Resources Inc. | 0.00% | Add +19.0% | 63,200 | $14.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +0.5% | 63,136 | $14.6M |
| Frontier Capital Management Co. LLC | 0.13% | Reduce -0.3% | 62,474 | $14.5M |
| Citadel Advisors | 0.01% | New | 62,181 | $14.4M |
| Dillon & Associates Inc. | 1.93% | Add +3.4% | 61,457 | $14.2M |
| Jupiter Asset Management Ltd. | 0.12% | New | 60,647 | $14.0M |
| Candlestick Capital Management LP | 0.46% | New | 60,104 | $13.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.7% | 58,481 | $13.5M |
| Bridgewater Associates | 0.05% | Add +189.9% | 57,552 | $13.3M |
| Montanaro Asset Management Ltd | 3.43% | Add +205.3% | 57,500 | $13.3M |
"% of holder's portfolio" is PAYC's weight in each manager's 13F, not the share of Paycom Software Inc. the manager owns.