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 ($41.5m this quarter). Holder counts are more reliable. Shares outstanding: 56.3m as of 2025-10-28, 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 ≈ $207.69. Options: 20 managers hold calls ($90.0m notional), 18 hold puts ($105.8m).
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 679 |
| Q4 2022 | 709 |
| Q1 2023 | 688 |
| Q2 2023 | 699 |
| Q3 2023 | 710 |
| Q4 2023 | 678 |
| Q1 2024 | 660 |
| Q2 2024 | 644 |
| Q3 2024 | 672 |
| Q4 2024 | 708 |
| Q1 2025 | 726 |
| Q2 2025 | 751 |
| Q3 2025 | 734 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 350 | 349 |
| Q1 2024 | 358 | 312 |
| Q2 2024 | 341 | 339 |
| Q3 2024 | 354 | 298 |
| Q4 2024 | 297 | 346 |
| Q1 2025 | 363 | 320 |
| Q2 2025 | 382 | 325 |
| Q3 2025 | 317 | 367 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $108.8m | $218.0m | 2.00 |
| Q1 2025 | $108.6m | $134.5m | 1.24 |
| Q2 2025 | $115.4m | $140.2m | 1.22 |
| Q3 2025 | $90.0m | $105.8m | 1.18 |
Biggest buyers
| Allianz Asset Management GmbH | Added | +482.2k |
| JPMORGAN CHASE & CO | Added | +407.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +370.2k |
| Woodline Partners LP | New | +280.8k |
| TWO SIGMA ADVISERS, LP | Added | +229.2k |
| Freestone Grove Partners LP | New | +203.8k |
| VANGUARD GROUP INC | Added | +179.2k |
| Alyeska Investment Group, L.P. | New | +159.1k |
| BAILLIE GIFFORD & CO | Added | +159.0k |
| ALLIANCEBERNSTEIN L.P. | Added | +155.8k |
Biggest sellers
| FIRST TRUST ADVISORS LP | Reduced | -399.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -279.7k |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -260.1k |
| ROYAL BANK OF CANADA | Reduced | -256.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -249.3k |
| HARRIS ASSOCIATES L P | Reduced | -177.3k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -150.7k |
| BROWN CAPITAL MANAGEMENT LLC | Reduced | -148.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -143.5k |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | -142.3k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $21.4m102.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $14.4m69.3k shares |
| IMC-Chicago, LLC | Added | $13.3m63.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $8.8m42.5k shares |
| UBS Group AG | Reduced | $8.1m39.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $7.7m35.1k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $4.2m200 shares |
| JANE STREET GROUP, LLC | Added | $3.7m17.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.8m8.8k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $1.6m7.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $28.5m136.7k shares |
| UBS Group AG | Reduced | $17.0m81.9k shares |
| CITADEL ADVISORS LLC | Reduced | $16.1m77.3k shares |
| IMC-Chicago, LLC | Reduced | $10.4m50.2k shares |
| Militia Capital Partners, LP | New | $7.7m37.2k shares |
| Walleye Trading LLC | Added | $7.0m33.7k shares |
| WOLVERINE TRADING, LLC | Added | $6.0m27.5k shares |
| JANE STREET GROUP, LLC | Reduced | $5.3m25.7k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.6m7.5k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $1.5m7.0k 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 Q3 2025
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 |
|---|---|---|---|---|---|
| Q4 2023 | 2 | $50.2k | 1 | $1.7m | — |
| Q1 2024 | 0 | — | 1 | $284.8k | — |
| Q2 2024 | 1 | $21.9k | 4 | $17.9m | $17.0m |
| Q3 2024 | 0 | — | 3 | $41.7m | $39.6m |
| Q4 2024 | 0 | — | 1 | $22.5m | $22.5m |
| Q1 2025 | 0 | — | 4 | $1.8m | $603.0k |
| Q2 2025 | 0 | — | 3 | $53.3m | $53.0m |
| Q3 2025 | 0 | — | 1 | $334.9k | $334.9k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-12 | Smith Bradley Scott Chief Information Officer · By Bradley Scott Smith Revocable Trust, dated October 30, 2017 | Sold plan | $334.9k1.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 5.8m $1.2bn | Added +179.2k |
| BlackRock, Inc. 0.01% of their portfolio | 4.0m $834.9m | Added +31.7k |
| POLEN CAPITAL MANAGEMENT LLC 1.78% of their portfolio | 2.6m $548.7m | Reduced -260.1k |
| FMR LLC 0.03% of their portfolio | 2.4m $498.7m | Reduced -102.9k |
| STATE STREET CORP 0.02% of their portfolio | 2.2m $449.0m | Added +59.2k |
| HARRIS ASSOCIATES L P 0.64% of their portfolio | 1.9m $396.4m | Reduced -177.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.7m $358.4m | Added +65.7k |
| BAILLIE GIFFORD & CO 0.26% of their portfolio | 1.7m $355.6m | Added +159.0k |
| FIRST TRUST ADVISORS LP 0.22% of their portfolio | 1.4m $289.2m | Reduced -399.4k |
| SYLEBRA CAPITAL LLC 15.54% of their portfolio | 1.4m $281.5m | Reduced -76.8k |
| Invesco Ltd. 0.04% of their portfolio | 1.2m $253.1m | Added +103.8k |
| MORGAN STANLEY 0.01% of their portfolio | 949.8k $197.7m | Reduced -130.9k |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1.67% of their portfolio | 949.4k $190.1m | Reduced -11.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 750.0k $156.1m | Added +407.9k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 680.8k $141.7m | Reduced -37.4k |
| FEDERATED HERMES, INC. 0.20% of their portfolio | 554.2k $115.3m | Reduced -18.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.29% of their portfolio | 541.6k $112.5m | Added +2.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 539.2k $112.2m | Added +20.3k |
| TWO SIGMA INVESTMENTS, LP 0.17% of their portfolio | 532.1k $110.8m | Added +370.2k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 525.4k $109.4m | Reduced -143.5k |
| Fundsmith LLP 0.55% of their portfolio | 523.4k $108.9m | Added +109.9k |
| Allianz Asset Management GmbH 0.12% of their portfolio | 487.0k $101.4m | Added +482.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.16% of their portfolio | 465.3k $96.8m | Added +77.7k |
| RIVERBRIDGE PARTNERS LLC 1.56% of their portfolio | 444.8k $92.6m | Reduced -25.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 417.2k $86.9m | Added +11.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 387.9k $80.7m | Reduced -256.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 384.4k $80.0m | Reduced -249.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 379.7k $79.0m | Reduced -33.3k |
| UBS Group AG 0.02% of their portfolio | 378.5k $78.8m | Reduced -5.3k |
| TWO SIGMA ADVISERS, LP 0.14% of their portfolio | 327.7k $68.2m | Added +229.2k |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.97% of their portfolio | 327.3k $68.1m | Reduced -14.8k |
| BROWN CAPITAL MANAGEMENT LLC 2.80% of their portfolio | 326.0k $67.9m | Reduced -148.6k |
| Boston Trust Walden Corp 0.49% of their portfolio | 319.9k $66.6m | Reduced -220 |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 301.5k $62.8m | Reduced -14.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 285.6k $59.4m | Reduced -62.4k |
| Woodline Partners LP 0.28% of their portfolio | 280.8k $58.5m | New |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 262.8k $54.7m | Added +12.7k |
| Sather Financial Group Inc 2.83% of their portfolio | 250.0k $52.0m | Added +7.5k |
| Legal & General Group Plc 0.01% of their portfolio | 247.4k $51.5m | Added +13.9k |
| Marathon Asset Management Ltd 1.70% of their portfolio | 222.4k $46.3m | Reduced -45.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 219.1k $45.6m | Reduced -60.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 212.6k $44.3m | Added +155.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 209.9k $43.7m | Added +11.6k |
| Freestone Grove Partners LP 0.32% of their portfolio | 203.8k $42.4m | New |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.10% of their portfolio | 201.2k $41.9m | Reduced -12.7k |
| Ninety One UK Ltd 0.05% of their portfolio | 199.2k $41.5m | Added +101.1k |
| Amundi 0.01% of their portfolio | 193.9k $38.8m | Added +33.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 172.1k $35.8m | Reduced -279.7k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 171.0k $35.6m | Reduced -44.5k |
| SG Americas Securities, LLC 0.13% of their portfolio | 166.0k $34.6m | Added +10.5k |
| Alyeska Investment Group, L.P. 0.10% of their portfolio | 159.1k $33.1m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 158.4k $33.0m | Reduced -39.8k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 156.2k $32.5m | Reduced -7.4k |
| Aureus Asset Management, LLC 2.04% of their portfolio | 150.6k $31.3m | Reduced -3.5k |
| Swiss National Bank 0.02% of their portfolio | 150.0k $31.2m | Reduced -7.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.07% of their portfolio | 147.2k $30.6m | Reduced -15.7k |
| Squarepoint Ops LLC 0.06% of their portfolio | 143.2k $29.8m | Added +126.0k |
| Nuveen, LLC 0.01% of their portfolio | 143.2k $29.8m | Added +32.6k |
| Caisse de depot et placement du Quebec 0.05% of their portfolio | 141.1k $29.4m | Reduced -24.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 135.8k $28.3m | Added +3.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 125.8k $26.2m | Added +3.0k |
| Vest Financial, LLC 0.33% of their portfolio | 122.9k $25.6m | Reduced -50.2k |
| Candriam S.C.A. 0.13% of their portfolio | 120.0k $25.0m | Added +21.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 114.6k $23.9m | Reduced -13.5k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 111.1k $23.1m | Added +59.6k |
| BARCLAYS PLC 0.01% of their portfolio | 110.2k $22.9m | Reduced -3.6k |
| Aware Super Pty Ltd as trustee of Aware Super 0.32% of their portfolio | 110.0k $22.9m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 106.7k $22.2m | Added +303 |
| Gotham Asset Management, LLC 0.10% of their portfolio | 106.0k $22.1m | Added +9.6k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.17% of their portfolio | 105.6k $22.0m | Added +101.7k |
| AMERICAN CAPITAL MANAGEMENT INC 0.86% of their portfolio | 103.8k $21.6m | Reduced -4.2k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 103.1k $21.5m | Reduced -19.3k |
| TODD ASSET MANAGEMENT LLC 0.43% of their portfolio | 102.2k $21.3m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 101.1k $21.0m | Added +4.7k |
| Glenmede Investment Management, LP 0.10% of their portfolio | 98.3k $20.5m | Reduced -2.2k |
| CITIGROUP INC 0.01% of their portfolio | 98.0k $20.4m | Reduced -15.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 97.7k $20.3m | Added +52 |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 95.8k $19.9m | Added +47.0k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.22% of their portfolio | 94.6k $19.7m | Reduced -6.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 89.2k $18.6m | Reduced -920 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 84.0k $17.5m | Reduced -52.8k |
| LPL Financial LLC 0.01% of their portfolio | 82.5k $17.2m | Reduced -2.3k |
| AMIRAL GESTION 6.18% of their portfolio | 81.8k $17.0m | Added +53.8k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 81.1k $17.0m | Reduced -3.1k |
| Associated Banc-Corp 0.44% of their portfolio | 80.0k $16.6m | Reduced -10.7k |
| Swedbank AB 0.02% of their portfolio | 78.7k $16.4m | Added +3.8k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 78.2k $16.3m | Reduced -497 |
| Fisher Asset Management, LLC 0.01% of their portfolio | 77.0k $16.0m | Added +4.2k |
| Rakuten Investment Management, Inc. 0.02% of their portfolio | 74.1k $5.4m | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 70.6k $14.7m | Added +2.0k |
| DILLON & ASSOCIATES INC 1.82% of their portfolio | 68.2k $14.2m | Added +6.7k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 67.9k $14.1m | Reduced -47.3k |
| River Road Asset Management, LLC 0.16% of their portfolio | 67.4k $14.0m | Added +4.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 64.3k $13.4m | Reduced -14.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 63.6k $13.2m | Added +1.4k |
| Montanaro Asset Management Ltd 3.30% of their portfolio | 63.5k $13.2m | Added +6.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 62.8k $13.0m | Reduced -150.7k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.05% of their portfolio | 61.4k $12.8m | Added +34.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.11% of their portfolio | 60.7k $12.6m | Reduced -1.8k |
| Man Group plc 0.02% of their portfolio | 60.6k $12.6m | Reduced -11.8k |