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 Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $101.14 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
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)
Major holders include Terry Smith ($108.95 M), Joel Greenblatt ($22.06 M), Ken Fisher ($16.03 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 752,838 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $15.64 M, with 6 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited PAYC. The total reported sell value was $10.76 M.
Yes, 0 managers opened new positions in PAYC, and 6 increased their existing holdings. The total reported buy value was $26.4 M.