Paycom SoftwarePAYC
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 719 institutions reported holding Paycom Software Inc. (PAYC) in their 13F filings, down 13 from Q3 2025. 73 opened new positions and 115 sold out. The largest holders were Vanguard Group Inc. ($890.7M), BlackRock, Inc. ($626.2M) and Harris Associates (Oakmark Funds) ($511.5M). 10 famous investors held it, including Bill Nygren (0.6% of Harris Associates (Oakmark Funds)'s portfolio), Terry Smith (0.5% of Fundsmith's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Paycom Software Inc.
- CUSIP
- 70432V102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $184.7M |
| Exits | 115 | $206.1M |
All 13F filers, Q3 2025 → Q4 2025: 6,494,572 shares bought and 6,856,272 shares sold, net −361,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 719 holders
| Vanguard Group Inc. | 0.01% | Reduce -3.7% | 5,589,389 | $890.7M |
| BlackRock, Inc. | 0.01% | Reduce -2.0% | 3,929,594 | $626.2M |
| Harris Associates (Oakmark Funds) | 0.65% | Add +68.5% | 3,209,759 | $511.5M |
| State Street Corp. | 0.01% | Add +0.4% | 2,165,546 | $345.1M |
| Polen Capital Management LLC | 1.25% | Reduce -30.4% | 1,835,028 | $292.4M |
| First Trust Advisors LP | 0.19% | Add +19.9% | 1,665,529 | $265.4M |
| FMR LLC | 0.01% | Reduce -30.5% | 1,665,167 | $265.4M |
| Geode Capital Management, LLC | 0.02% | Reduce -3.9% | 1,660,647 | $263.8M |
| Baillie Gifford & Co. | 0.22% | Reduce -4.1% | 1,638,894 | $261.2M |
| Invesco Ltd. | 0.02% | Add +28.2% | 1,559,682 | $248.6M |
| Sylebra Capital LLC | 13.50% | Reduce -27.8% | 976,756 | $155.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1.11% | Reduce -9.3% | 861,512 | $122.5M |
| Morgan Stanley | 0.01% | Reduce -23.5% | 726,809 | $115.8M |
| Federated Hermes, Inc. | 0.17% | Add +12.7% | 624,371 | $99.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.11% | Add +12.9% | 611,569 | $97.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.16% | Add +29.8% | 604,090 | $96.9M |
| Reinhart Partners, Llc. | 2.86% | Add +887.4% | 598,323 | $95.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.2% | 552,716 | $88.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.0% | 539,331 | $85.9M |
| Northern Trust Corp. | 0.01% | Reduce -21.3% | 535,983 | $85.4M |
| Fundsmith | 0.49% | No change | 523,433 | $83.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +17.2% | 488,916 | $77.9M |
| Allianz Asset Management GmbH | 0.08% | Reduce -8.8% | 444,338 | $70.8M |
| River Road Asset Management, LLC | 0.69% | Add +481.9% | 392,403 | $62.5M |
| Contour Asset Management LLC | 1.41% | New | 378,595 | $60.3M |
| Riverbridge Partners LLC | 1.07% | Reduce -19.7% | 357,210 | $56.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.3% | 355,928 | $56.7M |
| Robeco Institutional Asset Management B.V. | 0.08% | Add +230.9% | 341,286 | $54.4M |
| UBS Group AG | 0.01% | Reduce -13.2% | 328,557 | $52.4M |
| Confluence Investment Management LLC | 0.76% | Reduce -2.5% | 319,291 | $50.9M |
| Woodline Partners LP | 0.20% | Add +13.4% | 318,516 | $50.8M |
| Boston Trust Walden Corp | 0.38% | Reduce -2.4% | 312,417 | $49.8M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -21.9% | 300,110 | $47.8M |
| Two Sigma Investments, LP | 0.07% | Reduce -44.8% | 293,956 | $46.8M |
| Deutsche Bank AG | 0.02% | Add +38.9% | 291,491 | $46.5M |
| Quantinno Capital Management LP | 0.09% | Add +383.6% | 277,003 | $44.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.4% | 275,923 | $44.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -4.6% | 272,568 | $43.4M |
| Sather Financial Group Inc | 2.30% | Add +7.2% | 268,030 | $42.7M |
| Two Sigma Advisers, LP | 0.08% | Reduce -21.1% | 258,500 | $41.2M |
| Millennium Management | 0.03% | Add +367.7% | 257,447 | $41.0M |
| Legal & General Group Plc | 0.01% | Add +3.9% | 256,967 | $41.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -24.7% | 227,183 | $36.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.0% | 215,430 | $34.3M |
| Marathon Asset Management Ltd | 1.26% | Reduce -7.8% | 205,170 | $32.7M |
| BNP Paribas Financial Markets | 0.02% | Add +27.8% | 202,424 | $32.3M |
| Bank of America Corp. | 0.00% | Add +16.8% | 201,008 | $32.0M |
| Worldquant Millennium Advisors LLC | 0.12% | New | 198,658 | $31.7M |
| Nordea Investment Management AB | 0.03% | Add +203.1% | 190,276 | $30.3M |
| Wells Fargo & Company | 0.01% | Reduce -18.4% | 178,859 | $28.5M |
| Vest Financial, LLC | 0.33% | Add +32.6% | 163,012 | $26.0M |
| SG Americas Securities, LLC | 0.03% | Reduce -2.9% | 161,272 | $25.7M |
| Royal Bank of Canada | 0.00% | Reduce -58.5% | 161,112 | $25.7M |
| Citadel Advisors | 0.02% | Add +149.0% | 158,391 | $25.2M |
| Sei Investments Co. | 0.02% | Reduce -2.8% | 151,869 | $24.2M |
| Freestone Grove Partners LP | 0.17% | Reduce -27.9% | 146,862 | $23.4M |
| Brown Capital Management LLC | 1.91% | Reduce -55.2% | 145,948 | $23.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -34.5% | 139,187 | $22.2M |
| Rhumbline Advisers | 0.02% | Add +1.3% | 137,560 | $21.9M |
| Swiss National Bank | 0.01% | Reduce -11.9% | 132,200 | $21.1M |
| Barclays PLC | 0.01% | Add +18.5% | 130,583 | $20.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -12.3% | 129,108 | $20.6M |
| California Public Employees Retirement System | 0.01% | Add +26.4% | 127,855 | $20.4M |
| Squarepoint Ops LLC | 0.04% | Reduce -12.3% | 125,604 | $20.0M |
| Aureus Asset Management, LLC | 1.19% | Reduce -22.4% | 116,801 | $18.6M |
| Amiral Gestion | 6.83% | Add +42.5% | 116,488 | $18.6M |
| Amundi | 0.01% | Reduce -41.7% | 113,105 | $18.0M |
| Marshall Wace, LLP | 0.02% | New | 110,593 | $17.6M |
| Nuveen, LLC | 0.00% | Reduce -22.8% | 110,530 | $17.6M |
| Korea Investment CORP | 0.03% | Add +161.9% | 108,525 | $17.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -0.8% | 105,796 | $16.9M |
| Lighthouse Investment Partners, LLC | 0.56% | Add +783.0% | 105,359 | $16.8M |
| Ninety One UK Ltd | 0.04% | Add +4.1% | 103,653 | $16.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +157.3% | 102,553 | $16.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -49.1% | 102,332 | $16.3M |
| Bank of Montreal | 0.01% | Reduce -20.8% | 99,639 | $15.9M |
| HSBC Holdings PLC | 0.01% | Add +25.5% | 98,103 | $15.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +5.1% | 102,666 | $15.6M |
| California State Teachers Retirement System | 0.01% | Add +2.2% | 91,206 | $14.5M |
| Trexquant Investment LP | 0.13% | New | 89,314 | $14.2M |
| Citigroup Inc. | 0.01% | Reduce -9.1% | 89,148 | $14.2M |
| Associated Banc-Corp | 0.34% | Add +2.8% | 82,227 | $13.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +33.7% | 78,042 | $12.4M |
| Voloridge Investment Management, LLC | 0.04% | New | 75,291 | $12.0M |
| Oppenheimer Asset Management Inc. | 0.15% | Reduce -20.6% | 75,070 | $12.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +80.5% | 73,773 | $11.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.1% | 72,095 | $11.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.07% | Add +56.3% | 71,600 | $11.4M |
| Dillon & Associates Inc. | 1.46% | Add +4.4% | 71,181 | $11.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -12.4% | 70,973 | $11.3M |
| Man Group plc | 0.02% | Add +14.8% | 69,595 | $11.1M |
| Baader Bank Aktiengesellschaft | 0.92% | Add +15.1% | 69,512 | $11.1M |
| Frontier Capital Management Co. LLC | 0.12% | Add +13.6% | 68,904 | $11.0M |
| Candriam S.C.A. | 0.05% | Reduce -43.6% | 67,677 | $10.8M |
| Fisher Asset Management | 0.00% | Reduce -12.8% | 67,142 | $10.7M |
| Swedbank AB | 0.01% | Reduce -14.9% | 67,024 | $10.7M |
| KBC Group NV | 0.02% | Add +103.8% | 65,569 | $10.4M |
| North Star Asset Management Inc. | 0.40% | Add +23.9% | 62,867 | $10.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -25.7% | 62,416 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 60,835 | $9.7M |
"% of holder's portfolio" is PAYC's weight in each manager's 13F, not the share of Paycom Software Inc. the manager owns.