Terry Smith's PAYC Position Overview
Terry Smith (via Fundsmith Llp) currently holds 523.4K shares of Paycom Software, Inc. (PAYC) worth $108.95 M, representing 0.55% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Terry Smith has maintained a strategic position in PAYC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 167.4K shares. Largest reduction occurred in Q3 2022, reducing 94.4K shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's Paycom Software (PAYC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Paycom Software (PAYC) Trades by Terry Smith
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +170,928 | New Buy | 170,928 | $122.45 |
| Q1 2020 | +3,678 | Add 2.15% | 174,606 | $202.01 |
| Q2 2020 | +21,320 | Add 12.21% | 195,926 | $309.73 |
| Q3 2020 | +18,868 | Add 9.63% | 214,794 | $311.30 |
| Q4 2020 | +232 | Add 0.11% | 215,026 | $452.25 |
| Q1 2021 | +906 | Add 0.42% | 215,932 | $370.06 |
| Q2 2021 | +1,190 | Add 0.55% | 217,122 | $363.47 |
| Q3 2021 | +784 | Add 0.36% | 217,906 | $495.75 |
| Q4 2021 | +468 | Add 0.21% | 218,374 | $415.19 |
| Q1 2022 | +39,689 | Add 18.17% | 258,063 | $346.38 |
| Q2 2022 | -2,341 | Reduce 0.91% | 255,722 | $280.12 |
| Q3 2022 | -94,414 | Reduce 36.92% | 161,308 | $329.99 |
| Q4 2022 | -301 | Reduce 0.19% | 161,007 | $310.31 |
| Q3 2023 | -1,103 | Reduce 0.69% | 159,904 | $259.27 |
| Q4 2023 | -2,060 | Reduce 1.29% | 157,844 | $206.72 |
| Q1 2024 | +167,427 | Add 106.07% | 325,271 | $199.01 |
| Q2 2024 | -2,660 | Reduce 0.82% | 322,611 | $143.04 |
| Q1 2025 | +90,899 | Add 28.18% | 413,510 | $218.48 |
| Q3 2025 | +109,923 | Add 26.58% | 523,433 | $208.14 |
Terry Smith's Paycom Software Investment FAQs
Terry Smith first purchased Paycom Software, Inc. (PAYC) in Q4 2018, acquiring 170,928 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held Paycom Software, Inc. (PAYC) for 28 quarters since Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith's largest addition to Paycom Software, Inc. (PAYC) was in Q4 2018, adding 170,928 shares worth $20.93 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Terry Smith's firm, Fundsmith Llp, owns 523,433 shares of Paycom Software, Inc. (PAYC), valued at approximately $108.95 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 0.55% of Terry Smith'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.
Terry Smith's peak holding in Paycom Software, Inc. (PAYC) was 523,433 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.