Guru Ownership Trend
Guru Analysis for Paycom Software, Inc. (PAYC)
Paycom Software, Inc. (PAYC), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $79.82 M.
Top institutional holders include Terry Smith and HOTCHKIS & WILEY.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $18.96 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 282.6%. Conversely, Terry Smith reduced exposure by 58.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Paycom Software, Inc. (PAYC)
Major holders include Terry Smith ($26.67 M), HOTCHKIS & WILEY ($13.12 M), Cliff Asness ($10.58 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 582,308 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $18.96 M, with 4 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited PAYC. The total reported sell value was $44.19 M.
Yes, 1 managers opened new positions in PAYC, and 3 increased their existing holdings. The total reported buy value was $25.23 M.