Jeremy Grantham's PAYC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 5,057 shares of Paycom Software, Inc. (PAYC) worth $1.05 M, representing 0.00% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 4 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 Q2 2025, adding 4,533 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 |
|---|---|---|---|---|
| Q2 2024 | +10,769 | New Buy | 10,769 | $143.04 |
| Q3 2024 | -10,769 | Sold Out | 0 | $0.00 |
| Q2 2025 | +4,533 | New Buy | 4,533 | $231.40 |
| Q3 2025 | +524 | Add 11.56% | 5,057 | $208.14 |
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 4 quarters since Q2 2024.
Jeremy Grantham's largest addition to Paycom Software, Inc. (PAYC) was in Q2 2024, adding 10,769 shares worth $1.54 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 5,057 shares of Paycom Software, Inc. (PAYC), valued at approximately $1.05 M.
As of the Q3 2025 filing, Paycom Software, Inc. (PAYC) represents approximately 0.00% 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 10,769 shares, as reported at the end of Q2 2024.