Guru Ownership Over Time
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 Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $122.57 M.
Top institutional holders include Terry Smith and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $15.64 M net inflow during the quarter.
Recent activity highlights Terry Smith who increased their stake by 26.6%. Conversely, Ray Dalio reduced exposure by 89.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.55% | Add 26.6% | 523,433 | $108.95 M | Q3 2025 | |
| 0.10% | Add 10.0% | 105,977 | $22.06 M | Q3 2025 | |
| 0.01% | Add 5.7% | 77,012 | $16.03 M | Q3 2025 | |
| 0.00% | Add 2.5% | 20,805 | $4.33 M | Q3 2025 | |
| 0.66% | Add 16.7% | 14,700 | $3.06 M | Q3 2025 | |
| 0.00% | Reduce -89.8% | 5,854 | $1.22 M | Q3 2025 | |
| 0.00% | Add 11.6% | 5,057 | $1.05 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Paycom Software, Inc. (PAYC)
Top Guru holders include Terry Smith ($108.95 M), Joel Greenblatt ($22.06 M), Ken Fisher ($16.03 M). Collectively, tracked Gurus hold 752,838 shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $15.64 M, with 6 Gurus buying and 1 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of PAYC completely. Total sell value was $10.76 M.
Yes, 0 Gurus opened new positions in PAYC, and 6 added to their existing holdings. Total buy value was $26.4 M.