Jeremy Grantham's PAYC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 22,951 shares of Paycom Software, Inc. (PAYC) worth $2.79 M, representing 0.01% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in PAYC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 14,644 shares. Largest reduction occurred in Q3 2024, reducing 10,769 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Paycom Software (PAYC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Paycom Software (PAYC) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +14,644 | Add 176.29% | 22,951 | $121.54 |
| Q4 2025 | +3,250 | Add 64.27% | 8,307 | $159.36 |
| Q3 2025 | +524 | Add 11.56% | 5,057 | $208.14 |
| Q2 2025 | +4,533 | New Buy | 4,533 | $231.40 |
| Q3 2024 | -10,769 | Sold Out | 0 | $0.00 |
| Q2 2024 | +10,769 | New Buy | 10,769 | $143.04 |
Jeremy Grantham's Paycom Software Investment FAQs
Jeremy Grantham first purchased Paycom Software, Inc. (PAYC) in Q2 2024, acquiring 10,769 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Paycom Software, Inc. (PAYC) for 6 quarters since Q2 2024.
Jeremy Grantham's largest addition to Paycom Software, Inc. (PAYC) was in Q1 2026, adding 22,951 shares worth $2.79 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 22,951 shares of Paycom Software, Inc. (PAYC), valued at approximately $2.79 M.
As of the Q1 2026 filing, Paycom Software, Inc. (PAYC) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Paycom Software, Inc. (PAYC) was 22,951 shares, as reported at the end of Q1 2026.