Cliff Asness's PAYC Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 22,749 shares of Paycom Software, Inc. (PAYC) worth $3.63 M, representing 0.00% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 43 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1,944 | Add 9.34% | 22,749 | $159.36 |
| Q3 2025 | +503 | Add 2.48% | 20,805 | $208.14 |
| Q2 2025 | +1,147 | Add 5.99% | 20,302 | $229.00 |
| Q1 2025 | +3,674 | Add 23.73% | 19,155 | $215.92 |
| Q4 2024 | -142 | Reduce 0.91% | 15,481 | $204.97 |
| Q3 2024 | -3,859 | Reduce 19.81% | 15,623 | $166.57 |
| Q2 2024 | -5,742 | Reduce 22.76% | 19,482 | $141.43 |
| Q1 2024 | -71,329 | Reduce 73.88% | 25,224 | $199.01 |
| Q4 2023 | +66,887 | Add 225.47% | 96,553 | $206.72 |
| Q3 2023 | -20,455 | Reduce 40.81% | 29,666 | $259.27 |
| Q2 2023 | -6,550 | Reduce 11.56% | 50,121 | $316.39 |
| Q1 2023 | +35,702 | Add 170.26% | 56,671 | $298.46 |
| Q4 2022 | +1,899 | Add 9.96% | 20,969 | $309.25 |
| Q3 2022 | -5,244 | Reduce 21.57% | 19,070 | $329.99 |
| Q2 2022 | -14,597 | Reduce 37.51% | 24,314 | $275.85 |
| Q1 2022 | +25,352 | Add 186.98% | 38,911 | $346.38 |
| Q4 2021 | +3,129 | Add 30.00% | 13,559 | $415.22 |
| Q3 2021 | -866 | Reduce 7.67% | 10,430 | $495.78 |
| Q2 2021 | -955 | Reduce 7.80% | 11,296 | $363.49 |
| Q1 2021 | -27,207 | Reduce 68.95% | 12,251 | $368.70 |
| Q4 2020 | -7,260 | Reduce 15.54% | 39,458 | $446.12 |
| Q3 2020 | +12,209 | Add 35.38% | 46,718 | $306.24 |
| Q2 2020 | +16,702 | Add 93.79% | 34,509 | $300.73 |
| Q1 2020 | -10,627 | Reduce 37.37% | 17,807 | $202.00 |
| Q4 2019 | -60,724 | Reduce 68.11% | 28,434 | $263.42 |
| Q3 2019 | -135,829 | Reduce 60.37% | 89,158 | $206.92 |
| Q2 2019 | +47,709 | Add 26.91% | 224,987 | $222.54 |
| Q1 2019 | +105,195 | Add 145.94% | 177,278 | $188.81 |
| Q4 2018 | +50,979 | Add 241.56% | 72,083 | $122.46 |
| Q3 2018 | -15,734 | Reduce 42.71% | 21,104 | $155.42 |
| Q2 2018 | -18,222 | Reduce 33.09% | 36,838 | $98.84 |
| Q1 2018 | -5,178 | Reduce 8.60% | 55,060 | $107.39 |
| Q4 2017 | +12,668 | Add 26.63% | 60,238 | $80.33 |
| Q3 2017 | +547 | Add 1.16% | 47,570 | $74.96 |
| Q2 2017 | +27,159 | Add 136.72% | 47,023 | $68.41 |
| Q1 2017 | -7,494 | Reduce 27.39% | 19,864 | $57.49 |
| Q4 2016 | -15,322 | Reduce 35.90% | 27,358 | $45.51 |
| Q3 2016 | +12,362 | Add 40.77% | 42,680 | $50.14 |
| Q2 2016 | +114 | Add 0.38% | 30,318 | $43.21 |
| Q1 2016 | -4,752 | Reduce 13.59% | 30,204 | $35.59 |
| Q4 2015 | -42,731 | Reduce 55.00% | 34,956 | $37.65 |
| Q3 2015 | +17,484 | Add 29.04% | 77,687 | $35.90 |
| Q2 2015 | +60,203 | New Buy | 60,203 | $34.15 |
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 43 quarters since Q2 2015.
Cliff Asness's largest addition to Paycom Software, Inc. (PAYC) was in Q1 2019, adding 177,278 shares worth $33.47 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 22,749 shares of Paycom Software, Inc. (PAYC), valued at approximately $3.63 M.
As of the Q4 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.
Cliff Asness's peak holding in Paycom Software, Inc. (PAYC) was 224,987 shares, as reported at the end of Q2 2019.