Ticker · CUSIP 70432V102

PAYC

PAYCOM SOFTWARE INC

Technology·Software - Application

···Share

Holders (tracked)

Combined shares

6,077,363

Combined value

$968.49M

Last close

$126.93

Quarter

2025Q4

Price is -20.4% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$126.93-88.23 (-41.01%)H $263.95 · L $113.59 · Avg Vol 982K

Congress buyCongress sell

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

27 events

Bill Nygren (Harris / Oakmark) added2026-02-17
+1,305,225 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+94,785 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+19,926 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−238,168 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+202,403 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+1,457 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−99,683 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+1,944 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+27,700 shares · 2025Q4
Position
Jeremy Grantham (GMO) added2026-02-17
+3,250 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+34,441 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+36,078 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09
−9,870 shares · 2025Q4
Position
Baillie Gifford & Co trimmed2026-01-23
−69,768 shares · 2025Q4
Position
D.E. Shaw & Co. added2025-11-14
+5,700 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+503 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+21,114 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+370,219 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+2,045 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−13,539 shares · 2025Q3
Position
Bill Nygren (Harris / Oakmark) trimmed2025-11-14
−177,320 shares · 2025Q3
Position
Jeremy Grantham (GMO) added2025-11-13
+524 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) trimmed2025-11-13
−51,698 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−73,511 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+4,173 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+4,695 shares · 2024Q3
Position
Baillie Gifford & Co added2025-10-31
+158,967 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for PAYC →

Follow-the-investor returns

If you'd copied each holder of PAYC…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Jeremy Grantham (GMO)	2024Q2	$153.53	-17.3%	$1.1M
Paul Tudor Jones (Tudor Investment)	2016Q2	$162.37	-21.8%	$165K
Paul Tudor Jones (Tudor Investment)	2016Q2	$162.37	-21.8%	$165K
Ray Dalio (Bridgewater Associates)	2019Q4	$169.12	-24.9%	$5.1M
Izzy Englander (Millennium Mgmt)	2016Q1	$170.17	-25.4%	$32.7M
D.E. Shaw & Co.	2017Q4	$172.65	-26.5%	$279K
D.E. Shaw & Co.	2017Q4	$172.65	-26.5%	$279K
D.E. Shaw & Co.	2017Q4	$172.65	-26.5%	$279K
Bill Nygren (Harris / Oakmark)	2023Q4	$178.64	-28.9%	$407.4M
Ken Griffin (Citadel Advisors)	2016Q1	$183.65	-30.9%	$11.9M
Ken Griffin (Citadel Advisors)	2016Q1	$183.65	-30.9%	$11.9M
Ken Griffin (Citadel Advisors)	2016Q1	$183.65	-30.9%	$11.9M
Ken Fisher (Fisher Asset Mgmt)	2016Q1	$212.73	-40.3%	$8.5M
Baillie Gifford & Co	2024Q2	$214.20	-40.7%	$208.0M
Two Sigma Investments	2016Q2	$214.51	-40.8%	$37.3M
Wellington Management	2016Q1	$217.88	-41.7%	$1.9M
AQR Capital Management	2016Q1	$226.55	-44.0%	$2.9M
T. Rowe Price	2016Q2	$256.39	-50.5%	$9.2M
Norges Bank (Norway SWF)	2016Q1	$2744.38	-95.4%	$4.6M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+36,078
$5.7M
Paul Tudor Jones (Tudor Investment)
+27,700
$4.4M

Added to8

Bill Nygren (Harris / Oakmark)
+1,305,225
$208.0M
Izzy Englander (Millennium Mgmt)
+202,403
$32.3M
Ken Griffin (Citadel Advisors)
+94,785
$15.1M
Ray Dalio (Bridgewater Associates)
+34,441
$5.5M
D.E. Shaw & Co.
+19,926
$3.2M
Jeremy Grantham (GMO)
+3,250
$518K
AQR Capital Management
+1,944
$310K
T. Rowe Price
+1,457
$232

Trimmed4

Two Sigma Investments
−238,168
$38.0M
Wellington Management
−99,683
$15.9M
Baillie Gifford & Co
−69,768
$11.1M
Ken Fisher (Fisher Asset Mgmt)
−9,870
$1.6M

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	18	10,206,742	$142.39B	—
2022Q2	17	9,795,538	$29.85B	-1
2022Q3	20	8,539,899	$2.82B	+3
2022Q4	18	8,192,058	$2.54B	-2
2023Q1	19	7,889,004	$2.40B	+1
2023Q2	20	7,981,287	$2.56B	+1
2023Q3	19	6,010,486	$1.56B	-1
2023Q4	19	7,263,701	$1.50B	—
2024Q1	19	9,054,666	$1.80B	—
2024Q2	22	10,402,290	$1.49B	+3
2024Q3	20	6,130,474	$1.02B	-2
2024Q4	17	4,743,533	$972.3M	-3
2025Q1	18	5,400,375	$1.18B	+1
2025Q2	23	4,596,341	$1.06B	+5
2025Q3	18	4,807,743	$1.00B	-5
2025Q4	19	6,077,363	$968.5M	+1

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2026-03-13	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-09-25	Julie Johnson	Sell	$1K – $15K	PDF ↗

Who owns PAYC

19 super-investors · 2025Q4

Tracked stake

6.08M

Combined value

$968M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added12Trim4

#	Manager	Shares	Value	% of book	Last action
1	Bill Nygren Harris / Oakmark	3.21M	$512M	0.6%	Added+1.31M
2	Baillie Gifford & Co	1.64M	$261M	0.2%	Trim−69.8K
3	Two Sigma Investments	294.0K	$47M	0.1%	Trim−238.2K
4	Izzy Englander Millennium Mgmt	257.4K	$41M	0.0%	Added+202.4K
5	Ken Griffin Citadel Advisors	158.4K	$25M	0.0%	Added+94.8K
6	Ken Griffin Citadel Advisors	95.8K	$15M	0.0%	Added+94.8K
7	Ken Griffin Citadel Advisors	93.8K	$15M	0.0%	Added+94.8K
8	T. Rowe Price	72.1K	$11M	0.0%	Added+1.5K
9	Ken Fisher Fisher Asset Mgmt	67.1K	$11M	0.0%	Trim−9.9K
10	Ray Dalio Bridgewater Associates	40.3K	$6M	0.0%	Added+34.4K
11	Norges Bank Norway SWF	36.1K	$6M	0.0%	New+36.1K
12	D.E. Shaw & Co.	30.3K	$5M	0.0%	Added+19.9K
13	Paul Tudor Jones Tudor Investment	26.4K	$4M	0.0%	New+27.7K
14	AQR Capital Management	22.7K	$4M	0.0%	Added+1.9K
15	Wellington Management	15.0K	$2M	0.0%	Trim−99.7K
16	Jeremy Grantham GMO	8.3K	$1M	0.0%	Added+3.3K
17	D.E. Shaw & Co.	7.5K	$1M	0.0%	Added+19.9K
18	D.E. Shaw & Co.	2.2K	$351K	0.0%	Added+19.9K
19	Paul Tudor Jones Tudor Investment	1.3K	$207K	0.0%	New+27.7K

Recent moves

20 transactions

ADDBill Nygren (Harris / Oakmark)
+1,305,225 · 2025Q4
ADDAQR Capital Management
+1,944 · 2025Q4
ADDD.E. Shaw & Co.
+19,926 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+94,785 · 2025Q4
TRIMTwo Sigma Investments
−238,168 · 2025Q4
ADDT. Rowe Price
+1,457 · 2025Q4
TRIMWellington Management
−99,683 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+27,700 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+202,403 · 2025Q4
ADDJeremy Grantham (GMO)
+3,250 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+34,441 · 2025Q4
NEWNorges Bank (Norway SWF)
+36,078 · 2025Q4
TRIMKen Fisher (Fisher Asset Mgmt)
−9,870 · 2025Q4
TRIMBaillie Gifford & Co
−69,768 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+21,114 · 2025Q3
ADDTwo Sigma Investments
+370,219 · 2025Q3
ADDD.E. Shaw & Co.
+5,700 · 2025Q3
ADDT. Rowe Price
+2,045 · 2025Q3
TRIMWellington Management
−13,539 · 2025Q3
TRIMBill Nygren (Harris / Oakmark)
−177,320 · 2025Q3

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