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 ($74.3m this quarter). Holder counts are more reliable. Shares outstanding: 47.6m as of 2026-04-28, 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 ≈ $121.59. Options: 21 managers hold calls ($107.4m notional), 20 hold puts ($104.8m).
Trends to Q1 2026
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 |
| Q4 2025 | 721 |
| Q1 2026 | 600 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 341 | 339 |
| Q3 2024 | 354 | 298 |
| Q4 2024 | 297 | 346 |
| Q1 2025 | 363 | 320 |
| Q2 2025 | 382 | 325 |
| Q3 2025 | 317 | 367 |
| Q4 2025 | 311 | 394 |
| Q1 2026 | 317 | 437 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $115.4m | $140.2m | 1.22 |
| Q3 2025 | $90.0m | $105.8m | 1.18 |
| Q4 2025 | $73.7m | $75.0m | 1.02 |
| Q1 2026 | $107.4m | $104.8m | 0.98 |
Biggest buyers
| BlackRock, Inc. | Added | +2.1m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.5m |
| REINHART PARTNERS, LLC. | Added | +417.4k |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Added | +365.7k |
| GOLDMAN SACHS GROUP INC | Added | +259.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +257.6k |
| JANE STREET GROUP, LLC | Added | +244.4k |
| HRT FINANCIAL LP | Added | +207.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +204.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +198.8k |
Biggest sellers
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -1.8m |
| Invesco Ltd. | Reduced | -1.4m |
| FIRST TRUST ADVISORS LP | Reduced | -783.6k |
| FMR LLC | Reduced | -467.8k |
| Allianz Asset Management GmbH | Sold out | -444.3k |
| STATE STREET CORP | Reduced | -438.6k |
| Contour Asset Management LLC | Sold out | -378.6k |
| RIVERBRIDGE PARTNERS LLC | Reduced | -353.9k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -337.8k |
| Fundsmith LLP | Reduced | -304.0k |
Biggest calls
| Squarepoint Ops LLC | Added | $22.7m186.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $15.9m130.6k shares |
| IMC-Chicago, LLC | Added | $13.3m109.1k shares |
| MILLENNIUM MANAGEMENT LLC | New | $11.2m91.8k shares |
| UBS Group AG | Added | $8.6m71.1k shares |
| CITADEL ADVISORS LLC | Reduced | $8.5m69.9k shares |
| JANE STREET GROUP, LLC | Added | $5.4m44.3k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $4.0m32.5k shares |
| Point72 Asset Management, L.P. | New | $3.6m30.0k shares |
| Jain Global LLC | New | $3.6m30.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $30.1m247.4k shares |
| CITADEL ADVISORS LLC | Added | $19.1m157.0k shares |
| IMC-Chicago, LLC | Added | $10.4m85.7k shares |
| PEAK6 LLC | Added | $8.3m68.2k shares |
| UBS Group AG | Reduced | $7.3m60.1k shares |
| LOGAN CAPITAL MANAGEMENT INC | New | $4.9m40.1k shares |
| Jain Global LLC | New | $4.0m32.5k shares |
| D. E. Shaw & Co., Inc. | Added | $3.7m30.5k shares |
| Squarepoint Ops LLC | New | $3.5m28.8k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $2.9m24.1k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2025 | 0 | — | 2 | $575.0k | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 6.0m $734.2m | Added +2.1m |
| HARRIS ASSOCIATES L P 0.53% of their portfolio | 3.3m $395.9m | Added +48.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 2.4m $290.6m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.1m $255.6m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.18% of their portfolio | 1.7m $212.4m | Added +1.5m |
| STATE STREET CORP 0.01% of their portfolio | 1.7m $209.9m | Reduced -438.6k |
| BAILLIE GIFFORD & CO 0.19% of their portfolio | 1.5m $186.8m | Reduced -101.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $160.8m | Reduced -337.8k |
| FMR LLC 0.01% of their portfolio | 1.2m $145.5m | Reduced -467.8k |
| REINHART PARTNERS, LLC. 3.55% of their portfolio | 1.0m $123.5m | Added +417.4k |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 881.9k $107.2m | Reduced -783.6k |
| MORGAN STANLEY 0.01% of their portfolio | 820.0k $99.7m | Added +93.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 812.4k $98.7m | Added +259.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% of their portfolio | 810.4k $98.5m | Added +198.8k |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 0.88% of their portfolio | 769.6k $87.4m | Reduced -91.9k |
| SYLEBRA CAPITAL LLC 10.82% of their portfolio | 689.0k $83.7m | Reduced -287.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.14% of their portfolio | 657.1k $79.9m | Added +53.0k |
| FEDERATED HERMES, INC. 0.12% of their portfolio | 609.1k $74.0m | Reduced -15.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.26% of their portfolio | 564.3k $68.6m | Added +365.7k |
| River Road Asset Management, LLC 0.74% of their portfolio | 539.2k $65.5m | Added +146.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 538.4k $65.4m | Added +49.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 536.9k $65.3m | Reduced -2.4k |
| UBS Group AG 0.01% of their portfolio | 506.2k $61.5m | Added +177.6k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 462.2k $56.2m | Added +204.7k |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.77% of their portfolio | 407.7k $49.6m | Added +88.5k |
| Boston Trust Walden Corp 0.35% of their portfolio | 346.0k $42.0m | Added +33.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 337.2k $41.0m | Reduced -18.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.16% of their portfolio | 332.9k $40.5m | Added +257.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 332.2k $40.4m | Reduced -203.8k |
| Sather Financial Group Inc 2.32% of their portfolio | 310.7k $37.8m | Added +42.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 305.3k $37.1m | First filing |
| Quantinno Capital Management LP 0.06% of their portfolio | 275.4k $33.5m | Reduced -1.6k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 269.9k $32.8m | Added +159.3k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 246.1k $29.9m | Added +244.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 243.8k $29.6m | Added +181.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 240.4k $29.2m | Added +37.9k |
| HRT FINANCIAL LP 0.10% of their portfolio | 234.3k $28.5m | Added +207.5k |
| Marathon Asset Management Ltd 1.04% of their portfolio | 223.3k $27.1m | Added +18.1k |
| Fundsmith LLP 0.21% of their portfolio | 219.5k $26.7m | Reduced -304.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 215.6k $26.2m | Reduced -84.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 202.0k $24.6m | Added +164.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 196.7k $23.9m | Reduced -18.7k |
| Invesco Ltd. 0.00% of their portfolio | 183.9k $22.3m | Reduced -1.4m |
| ANCHOR CAPITAL ADVISORS LLC 0.63% of their portfolio | 183.2k $22.3m | New |
| Trexquant Investment LP 0.16% of their portfolio | 183.2k $22.3m | Added +93.9k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 174.8k $21.2m | Added +168.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 173.5k $21.1m | Reduced -5.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 172.7k $27.5m | Added +33.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 169.8k $20.6m | Added +11.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 168.6k $20.5m | Reduced -32.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 154.6k $18.8m | Reduced -118.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 153.3k $18.6m | Added +15.7k |
| Ninety One UK Ltd 0.04% of their portfolio | 146.5k $17.8m | Added +42.9k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 138.8k $16.9m | New |
| Legal & General Group Plc 0.00% of their portfolio | 138.5k $16.8m | Reduced -118.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 124.7k $15.2m | Added +63.9k |
| Woodline Partners LP 0.06% of their portfolio | 122.8k $14.9m | Reduced -195.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 114.7k $13.9m | Reduced -161.3k |
| CITIGROUP INC 0.01% of their portfolio | 111.8k $13.6m | Added +22.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 107.9k $13.1m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 107.6k $13.1m | Reduced -119.5k |
| BROWN CAPITAL MANAGEMENT LLC 1.80% of their portfolio | 104.5k $12.7m | Reduced -41.5k |
| Man Group plc 0.03% of their portfolio | 104.0k $12.6m | Added +34.4k |
| Aware Super Pty Ltd as trustee of Aware Super 0.18% of their portfolio | 100.4k $12.2m | First filing |
| PDT Partners, LLC 0.72% of their portfolio | 100.2k $12.2m | New |
| Swiss National Bank 0.01% of their portfolio | 97.7k $11.9m | Reduced -34.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 87.0k $10.6m | Added +64.3k |
| Nuveen, LLC 0.00% of their portfolio | 86.4k $10.5m | Reduced -24.1k |
| AMIRAL GESTION 5.69% of their portfolio | 84.2k $10.2m | Reduced -32.3k |
| ExodusPoint Capital Management, LP 0.10% of their portfolio | 80.1k $9.7m | Added +25.3k |
| Jump Financial, LLC 0.14% of their portfolio | 79.9k $9.7m | Added +52.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 77.8k $9.5m | Reduced -51.3k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 75.6k $9.2m | Added +35.3k |
| Amundi 0.00% of their portfolio | 72.9k $8.9m | Reduced -40.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 71.3k $8.7m | Reduced -56.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 71.2k $8.6m | Reduced -2.6k |
| Baader Bank Aktiengesellschaft 0.83% of their portfolio | 69.5k $8.4m | Reduced -12 |
| DILLON & ASSOCIATES INC 1.15% of their portfolio | 68.4k $8.3m | Reduced -2.8k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 67.8k $8.2m | Added +20.7k |
| LPL Financial LLC 0.00% of their portfolio | 65.1k $7.9m | Added +9.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 63.2k $7.7m | Reduced -7.7k |
| NORTH STAR ASSET MANAGEMENT INC 0.33% of their portfolio | 62.8k $7.6m | Reduced -113 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 62.7k $7.6m | Reduced -15.4k |
| Associated Banc-Corp 0.20% of their portfolio | 62.6k $7.6m | Reduced -19.7k |
| BARCLAYS PLC 0.00% of their portfolio | 62.4k $7.6m | Reduced -68.1k |
| Creative Planning 0.01% of their portfolio | 60.9k $7.4m | Added +46.9k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 60.4k $7.3m | Reduced -6.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 60.0k $7.3m | Reduced -31.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 59.1k $7.2m | Added +36.3k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 58.5k $7.1m | Reduced -282.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 57.1k $6.9m | Reduced -104.1k |
| BLI - Banque de Luxembourg Investments 0.27% of their portfolio | 56.3k $8.9m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 55.3k $6.7m | Reduced -4.4k |
| Ruffer LLP 0.28% of their portfolio | 55.2k $6.7m | Added +35.6k |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 0.51% of their portfolio | 55.2k $6.7m | Added +13.8k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 55.0k $6.7m | Added +5.1k |
| Engineers Gate Manager LP 0.08% of their portfolio | 52.8k $6.4m | Added +34.7k |
| PFA Pension, Forsikringsaktieselskab 0.02% of their portfolio | 52.2k $6.3m | Reduced -1 |
| Quantbot Technologies LP 0.25% of their portfolio | 50.5k $6.1m | Added +37.5k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 47.5k $5.8m | Reduced -6.8k |