Cliff Asness's PAYC Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 20,805 shares of Paycom Software, Inc. (PAYC) worth $4.33 M, representing 0.00% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in PAYC, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 105,195 shares. Largest reduction occurred in Q3 2019, reducing 135,829 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Paycom Software (PAYC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Paycom Software (PAYC) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +60,203 | New Buy | 60,203 | $34.15 |
| Q3 2015 | +17,484 | Add 29.04% | 77,687 | $35.90 |
| Q4 2015 | -42,731 | Reduce 55.00% | 34,956 | $37.65 |
| Q1 2016 | -4,752 | Reduce 13.59% | 30,204 | $35.59 |
| Q2 2016 | +114 | Add 0.38% | 30,318 | $43.21 |
| Q3 2016 | +12,362 | Add 40.77% | 42,680 | $50.14 |
| Q4 2016 | -15,322 | Reduce 35.90% | 27,358 | $45.51 |
| Q1 2017 | -7,494 | Reduce 27.39% | 19,864 | $57.49 |
| Q2 2017 | +27,159 | Add 136.72% | 47,023 | $68.41 |
| Q3 2017 | +547 | Add 1.16% | 47,570 | $74.96 |
| Q4 2017 | +12,668 | Add 26.63% | 60,238 | $80.33 |
| Q1 2018 | -5,178 | Reduce 8.60% | 55,060 | $107.39 |
| Q2 2018 | -18,222 | Reduce 33.09% | 36,838 | $98.84 |
| Q3 2018 | -15,734 | Reduce 42.71% | 21,104 | $155.42 |
| Q4 2018 | +50,979 | Add 241.56% | 72,083 | $122.46 |
| Q1 2019 | +105,195 | Add 145.94% | 177,278 | $188.81 |
| Q2 2019 | +47,709 | Add 26.91% | 224,987 | $222.54 |
| Q3 2019 | -135,829 | Reduce 60.37% | 89,158 | $206.92 |
| Q4 2019 | -60,724 | Reduce 68.11% | 28,434 | $263.42 |
| Q1 2020 | -10,627 | Reduce 37.37% | 17,807 | $202.00 |
| Q2 2020 | +16,702 | Add 93.79% | 34,509 | $300.73 |
| Q3 2020 | +12,209 | Add 35.38% | 46,718 | $306.24 |
| Q4 2020 | -7,260 | Reduce 15.54% | 39,458 | $446.12 |
| Q1 2021 | -27,207 | Reduce 68.95% | 12,251 | $368.70 |
| Q2 2021 | -955 | Reduce 7.80% | 11,296 | $363.49 |
| Q3 2021 | -866 | Reduce 7.67% | 10,430 | $495.78 |
| Q4 2021 | +3,129 | Add 30.00% | 13,559 | $415.22 |
| Q1 2022 | +25,352 | Add 186.98% | 38,911 | $346.38 |
| Q2 2022 | -14,597 | Reduce 37.51% | 24,314 | $275.85 |
| Q3 2022 | -5,244 | Reduce 21.57% | 19,070 | $329.99 |
| Q4 2022 | +1,899 | Add 9.96% | 20,969 | $309.25 |
| Q1 2023 | +35,702 | Add 170.26% | 56,671 | $298.46 |
| Q2 2023 | -6,550 | Reduce 11.56% | 50,121 | $316.39 |
| Q3 2023 | -20,455 | Reduce 40.81% | 29,666 | $259.27 |
| Q4 2023 | +66,887 | Add 225.47% | 96,553 | $206.72 |
| Q1 2024 | -71,329 | Reduce 73.88% | 25,224 | $199.01 |
| Q2 2024 | -5,742 | Reduce 22.76% | 19,482 | $141.43 |
| Q3 2024 | -3,859 | Reduce 19.81% | 15,623 | $166.57 |
| Q4 2024 | -142 | Reduce 0.91% | 15,481 | $204.97 |
| Q1 2025 | +3,674 | Add 23.73% | 19,155 | $215.92 |
| Q2 2025 | +1,147 | Add 5.99% | 20,302 | $229.00 |
| Q3 2025 | +503 | Add 2.48% | 20,805 | $208.14 |
Cliff Asness's Paycom Software Investment FAQs
Cliff Asness first purchased Paycom Software, Inc. (PAYC) in Q2 2015, acquiring 60,203 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Paycom Software, Inc. (PAYC) for 42 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Paycom Software, Inc. (PAYC) was in Q1 2019, adding 177,278 shares worth $33.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 20,805 shares of Paycom Software, Inc. (PAYC), valued at approximately $4.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Paycom Software, Inc. (PAYC) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Paycom Software, Inc. (PAYC) was 224,987 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.