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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $96.07 M.
Top institutional holders include Terry Smith and Ken Fisher.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.31 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 588.3%. Conversely, Joel Greenblatt reduced exposure by 55.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Paycom Software, Inc. (PAYC)
Major holders include Terry Smith ($83.41 M), Ken Fisher ($10.7 M), Joel Greenblatt ($7.5 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 725,787 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.31 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited PAYC. The total reported sell value was $10.96 M.
Yes, 0 managers opened new positions in PAYC, and 4 increased their existing holdings. The total reported buy value was $6.65 M.