PAYCOM SOFTWARE INC PAYC
COM · Common Stock · CUSIP 70432V102 · ISIN US70432V1026
Paycom is a Payroll and HR Software solution that helps companies manage the complete employment life cycle, from recruitment to retirement.
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersOklahoma City, OK
- Founded1998
- Websitepaycom.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($87.2m this quarter). Holder counts are more reliable. Shares outstanding: 60.3m as of 2023-02-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $310.12. Options: 14 managers hold calls ($120.2m notional), 16 hold puts ($229.0m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 679 |
| Q4 2022 | 709 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $197.4m | $268.1m | 1.36 |
| Q4 2022 | $120.2m | $229.0m | 1.90 |
Biggest buyers
| MORGAN STANLEY | Added | +646.7k |
| ALLIANCEBERNSTEIN L.P. | Added | +317.5k |
| FRANKLIN RESOURCES INC | Added | +260.1k |
| Invesco Ltd. | Added | +229.0k |
| Man Group plc | Added | +210.4k |
| Squarepoint Ops LLC | Added | +149.4k |
| Amundi | Added | +112.3k |
| VANGUARD GROUP INC | Added | +110.4k |
| Robeco Institutional Asset Management B.V. | Added | +101.0k |
| Echo Street Capital Management LLC | Added | +97.9k |
Biggest sellers
| Capital Research Global Investors | Reduced | -319.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -270.7k |
| BROWN CAPITAL MANAGEMENT LLC | Reduced | -214.8k |
| Balyasny Asset Management L.P. | Sold out | -213.4k |
| Capital World Investors | Reduced | -169.1k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -166.0k |
| MARSHALL WACE, LLP | Reduced | -134.6k |
| BlackRock Inc. | Reduced | -129.9k |
| JPMORGAN CHASE & CO | Reduced | -126.5k |
| SCOUT INVESTMENTS, INC. | Reduced | -110.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $41.6m134.1k shares |
| CITADEL ADVISORS LLC | Reduced | $40.3m129.9k shares |
| GROUP ONE TRADING LLC | Added | $9.7m31.1k shares |
| JANE STREET GROUP, LLC | Reduced | $7.0m22.7k shares |
| IMC-Chicago, LLC | Added | $5.4m17.4k shares |
| Parallax Volatility Advisers, L.P. | Added | $4.3m14.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.6m11.6k shares |
| PEAK6 Investments LLC | Reduced | $2.4m7.8k shares |
| Walleye Trading LLC | Added | $2.2m7.2k shares |
| MILLENNIUM MANAGEMENT LLC | Unchanged | $2.1m6.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $50.2m161.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $40.2m129.7k shares |
| PEAK6 Investments LLC | Reduced | $32.3m104.0k shares |
| MILLENNIUM MANAGEMENT LLC | Unchanged | $25.8m83.0k shares |
| D. E. Shaw & Co., Inc. | Added | $25.4m82.0k shares |
| GROUP ONE TRADING LLC | Added | $14.5m46.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.4m33.5k shares |
| IMC-Chicago, LLC | Added | $8.7m27.9k shares |
| JANE STREET GROUP, LLC | Reduced | $8.0m25.9k shares |
| Walleye Trading LLC | Reduced | $6.6m21.2k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Richison Chad R.
13D · may seek influence
+2.6 pts · filed 2026-09-03
Stated purposeItem 4 is hereby amended and supplemented as follows: "On September 1, 2026, Ernest Group entered into a Sales Plan (the "September 2026 10b5-1 Plan") with JPMS, pursuant to which JPMS is authorized to sell up to 1,090,000 shares of Common Stock on behalf of Ernest Group during the period beginning on the later of (i) December 1, 2026 and (ii) the third trading day following disclosure of the Issuer's financial results on Form 10-Q for the quarter ended September 30, 2026, and ending June 1, 2027, subject to earlier termination in accordance with the terms of the September 2026 10b5-1 Plan and applicable laws, rules and regulations. Transactions under the September 2026 10b5-1 Plan will be subject to certain price restrictions and other restrictions under the terms of the September 2026 1… Full filing |
13.1% |
| BlackRock, Inc. 13G · institution new · filed 2026-04-07 | 10.6% |
| HARRIS ASSOCIATES L P 13G · institution +1.1 pts · filed 2026-05-15 | 6.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 5 | $6.0m | — |
| Q3 2022 | 0 | — | 1 | $371.2k | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 5.8m $1.8bn | Added +110.4k |
| BlackRock Inc. 0.05% of their portfolio | 4.8m $1.5bn | Reduced -129.9k |
| STATE STREET CORP 0.03% of their portfolio | 1.9m $579.4m | Added +17.9k |
| Invesco Ltd. 0.11% of their portfolio | 1.2m $378.9m | Added +229.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 1.1m $347.4m | Reduced -166.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 1.1m $338.3m | Added +27.7k |
| MORGAN STANLEY 0.04% of their portfolio | 1.1m $336.7m | Added +646.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.38% of their portfolio | 1.1m $332.9m | Added +77.9k |
| BROWN CAPITAL MANAGEMENT LLC 5.07% of their portfolio | 988.2k $306.7m | Reduced -214.8k |
| FMR LLC 0.03% of their portfolio | 940.0k $291.7m | Added +86.3k |
| FRANKLIN RESOURCES INC 0.15% of their portfolio | 930.4k $288.7m | Added +260.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 860.4k $267.0m | Reduced -110.4k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 834.3k $258.9m | Reduced -270.7k |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2.68% of their portfolio | 697.5k $216.4m | Reduced -9.7k |
| Capital Research Global Investors 0.06% of their portfolio | 608.8k $188.9m | Reduced -319.9k |
| Echo Street Capital Management LLC 1.74% of their portfolio | 580.0k $180.0m | Added +97.9k |
| CONGRESS ASSET MANAGEMENT CO 1.78% of their portfolio | 572.4k $177.6m | Reduced -14.1k |
| MACQUARIE GROUP LTD 0.20% of their portfolio | 555.4k $172.3m | Added +20.5k |
| AMERICAN CENTURY COMPANIES INC 0.14% of their portfolio | 536.9k $166.6m | Added +33.5k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 513.7k $159.4m | Added +56.4k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 489.6k $151.9m | Reduced -6.5k |
| Amundi 0.08% of their portfolio | 474.2k $144.3m | Added +112.3k |
| EAGLE ASSET MANAGEMENT INC 0.85% of their portfolio | 452.8k $137.9m | Added +62.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.40% of their portfolio | 411.6k $127.7m | Reduced -24.3k |
| FRED ALGER MANAGEMENT, LLC 0.67% of their portfolio | 401.2k $124.5m | Reduced -50.7k |
| RIVERBRIDGE PARTNERS LLC 1.86% of their portfolio | 400.2k $124.2m | Reduced -17.3k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 392.1k $121.7m | Added +2.2k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 383.3k $118.9m | Added +317.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.54% of their portfolio | 360.5k $111.9m | Added +77.4k |
| Man Group plc 0.39% of their portfolio | 351.6k $109.1m | Added +210.4k |
| Granahan Investment Management, LLC 3.32% of their portfolio | 350.4k $108.7m | Reduced -8.4k |
| Fisher Asset Management, LLC 0.07% of their portfolio | 323.0k $100.2m | Added +8.9k |
| Legal & General Group Plc 0.04% of their portfolio | 313.5k $97.3m | Reduced -19.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.14% of their portfolio | 313.3k $97.2m | Added +39.5k |
| Holocene Advisors, LP 0.58% of their portfolio | 300.8k $93.3m | Added +46.5k |
| PRUDENTIAL FINANCIAL INC 0.15% of their portfolio | 291.2k $90.4m | Reduced -36.8k |
| BESSEMER GROUP INC 0.21% of their portfolio | 282.0k $87.5m | Reduced -60.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.12% of their portfolio | 277.7k $86.2m | Added +683 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 275.4k $85.5m | Added +8.8k |
| Squarepoint Ops LLC 0.50% of their portfolio | 246.7k $76.6m | Added +149.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.76% of their portfolio | 224.8k $69.7m | Reduced -42.1k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 214.7k $66.6m | Reduced -4.8k |
| JENNISON ASSOCIATES LLC 0.07% of their portfolio | 210.2k $65.2m | Added +83.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 209.7k $65.1m | Reduced -30.6k |
| TWO SIGMA ADVISERS, LP 0.18% of their portfolio | 208.4k $64.7m | Reduced -13.4k |
| Swiss National Bank 0.05% of their portfolio | 207.4k $64.4m | Reduced -14.3k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 200.1k $62.1m | Added +92.1k |
| Baird Financial Group, Inc. 0.16% of their portfolio | 193.4k $60.0m | Reduced -2.4k |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 192.9k $59.9m | Added +3.2k |
| Fiera Capital Corp 0.18% of their portfolio | 186.1k $57.7m | Reduced -4.8k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 184.5k $57.2m | Added +44.8k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 184.1k $57.1m | Added +6.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio | 178.1k $55.3m | Added +2.5k |
| Fundsmith LLP 0.23% of their portfolio | 161.0k $50.0m | Reduced -301 |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 150.0k $46.5m | Added +78 |
| TD Asset Management Inc 0.05% of their portfolio | 142.4k $44.2m | Reduced -29.8k |
| NATIXIS ADVISORS, LLC 0.16% of their portfolio | 135.5k $42.0m | Added +8.1k |
| Robeco Institutional Asset Management B.V. 0.12% of their portfolio | 130.1k $40.4m | Added +101.0k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.28% of their portfolio | 129.6k $40.2m | Added +26.8k |
| MARSHALL WACE, LLP 0.10% of their portfolio | 124.5k $38.6m | Reduced -134.6k |
| Thrivent Financial for Lutherans 0.10% of their portfolio | 124.1k $38.5m | Added +51.6k |
| APG Asset Management N.V. 0.07% of their portfolio | 123.3k $38.3m | Added +46.6k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 119.2k $37.0m | Added +50.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.06% of their portfolio | 116.1k $35.9m | Added +3.3k |
| California Public Employees Retirement System 0.03% of their portfolio | 114.0k $35.4m | Added +361 |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 112.6k $34.9m | Reduced -3.7k |
| Allianz Asset Management GmbH 0.08% of their portfolio | 109.9k $34.1m | Added +88.0k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 108.7k $33.7m | Added +15.5k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 103.2k $32.0m | Added +97.6k |
| Capital World Investors 0.01% of their portfolio | 101.4k $31.5m | Reduced -169.1k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 99.7k $30.9m | Added +32.4k |
| Varma Mutual Pension Insurance Co 0.43% of their portfolio | 98.5k $30.6m | Unchanged |
| Calamos Advisors LLC 0.15% of their portfolio | 97.2k $30.1m | Reduced -9.5k |
| UNTITLED INVESTMENTS LP 12.91% of their portfolio | 97.1k $30.1m | Reduced -44.4k |
| NORGES BANK 0.01% of their portfolio | 97.0k $30.1m | Added +32.6k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 91.0k $28.2m | Added +4.6k |
| Waratah Capital Advisors Ltd. 1.69% of their portfolio | 86.6k $26.9m | Reduced -77.9k |
| Woodline Partners LP 0.37% of their portfolio | 86.3k $26.8m | Added +2.6k |
| Mirae Asset Global Investments Co., Ltd. 0.07% of their portfolio | 85.1k $26.4m | Reduced -35.7k |
| KCL Capital, L.P. 4.55% of their portfolio | 85.0k $26.4m | Added +60.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 83.9k $26.0m | Added +634 |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 82.1k $25.5m | Added +4.2k |
| Grandeur Peak Global Advisors, LLC 1.49% of their portfolio | 81.0k $25.1m | Reduced -13.2k |
| National Pension Service 0.05% of their portfolio | 81.0k $25.1m | Added +5.2k |
| BARCLAYS PLC 0.02% of their portfolio | 77.7k $24.1m | First filing |
| Bridgecreek Investment Management, LLC 5.26% of their portfolio | 76.0k $23.6m | Reduced -5.0k |
| Sandhill Capital Partners LLC 2.38% of their portfolio | 71.9k $22.3m | Reduced -3.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 71.7k $22.3m | Added +19.8k |
| NATIXIS 0.13% of their portfolio | 70.9k $22.0m | Added +32.9k |
| AMERICAN CAPITAL MANAGEMENT INC 0.85% of their portfolio | 70.3k $21.8m | Added +1.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.11% of their portfolio | 70.1k $21.7m | Added +58.3k |
| CW Advisors, LLC 0.55% of their portfolio | 69.3k $21.5m | Added +237 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 68.7k $21.3m | Reduced -126.5k |
| LPL Financial LLC 0.02% of their portfolio | 68.4k $21.2m | Added +5.5k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 68.0k $21.1m | Reduced -9.7k |
| LOGAN CAPITAL MANAGEMENT INC 1.07% of their portfolio | 67.1k $20.8m | Added +646 |
| Pembroke Management, LTD 2.13% of their portfolio | 64.2k $19.9m | Reduced -642 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 64.0k $19.9m | Reduced -808 |
| Cerity Partners LLC 0.13% of their portfolio | 62.8k $19.5m | Added +61.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.05% of their portfolio | 62.6k $19.4m | Reduced -1.1k |