Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in PAYC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.0M | $632.5M | -16.7% | 9.220% | 0.01% |
| 2 | HARRIS ASSOCIATES L P | 3.4M | $427.0M | +4.3% | 6.225% | 0.57% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $260.2M | -13.4% | 3.793% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $231.7M | -12.4% | 3.377% | 0.00% |
| 5 | TWO SIGMA INVESTMENTS, LP | 1.4M | $177.0M | -19.4% | 2.580% | 0.13% |
| 6 | STATE STREET CORP | 1.4M | $173.8M | -19.9% | 2.534% | 0.00% |
| 7 | REINHART PARTNERS, LLC. | 1.2M | $153.3M | +20.1% | 2.235% | 3.50% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $152.5M | -8.3% | 2.223% | 0.01% |
| 9 | BAILLIE GIFFORD & CO | 975K | $122.6M | -36.5% | 1.787% | 0.11% |
| 10 | FIRST TRUST ADVISORS LP | 974K | $122.4M | +10.5% | 1.785% | 0.07% |
| 11 | BNP Paribas Asset Management Holding S.A. | 879K | $110.5M | +8.5% | 1.611% | 0.11% |
| 12 | GOLDMAN SACHS GROUP INC | 784K | $98.5M | -3.5% | 1.437% | 0.01% |
| 13 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 726K | $91.3M | -5.6% | 1.331% | 0.89% |
| 14 | FMR LLC | 696K | $87.5M | -41.9% | 1.275% | 0.00% |
| 15 | Universal- Beteiligungs- und Servicegesellschaft mbH | 675K | $84.9M | +2.8% | 1.237% | 0.13% |
| 16 | FEDERATED HERMES, INC. | 629K | $79.0M | +3.2% | 1.152% | 0.11% |
| 17 | MORGAN STANLEY | 617K | $77.5M | -24.8% | 1.130% | 0.00% |
| 18 | Quantinno Capital Management LP | 582K | $73.1M | +111.2% | 1.065% | 0.09% |
| 19 | River Road Asset Management, LLC | 522K | $65.6M | -3.2% | 0.957% | 0.73% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 515K | $64.7M | -4.1% | 0.943% | 0.01% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 514K | $64.6M | -11.4% | 0.942% | 0.01% |
| 22 | DIMENSIONAL FUND ADVISORS LP | 499K | $62.7M | -7.3% | 0.915% | 0.01% |
| 23 | AMERICAN CENTURY COMPANIES INC | 474K | $59.5M | +942.2% | 0.868% | 0.03% |
| 24 | UBS Group AG | 388K | $48.7M | -39.2% | 0.710% | 0.01% |
| 25 | Sather Financial Group Inc | 385K | $48.4M | +23.8% | 0.705% | 2.78% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PAYC — a direct measure of their conviction.
Filings activity in PAYC during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new PAYC position in Q2 2026
Institutions that fully closed their PAYC position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 600 | +0.7% | 77.78% | 3.51 pp | $5.19B | 6.9% |
| Q1 2026 | 596 | 15% | 81.29% | +5.53 pp | $5.58B | 29% |
| Q4 2025 | 700 | 2.8% | 75.76% | +2.08 pp | $7.84B | 24% |
| Q3 2025 | 720 | 1.6% | 73.68% | +0.18 pp | $10.32B | 9.5% |
| Q2 2025 | 732 | +4.7% | 73.50% | 31.44 pp | $11.40B | 28% |
| Q1 2025 | 699 | +2.0% | 104.94% | +33.36 pp | $15.82B | +32% |
| Q4 2024 | 685 | +6.9% | 71.58% | +1.10 pp | $11.95B | +54% |
| Q3 2024 | 641 | — | 70.48% | — | $7.75B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PAYC stock.
Based on Q2 2026 13F filings, institutional ownership of Paycom Software, Inc. stands at 77.8%, held across 600 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PAYC, with approximately 5,032,303 shares worth $0.63B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of PAYC, including TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for PAYC is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
99 institutions opened new positions in PAYC during Q2 2026, while 99 fully exited. 278 added to existing positions and 200 trimmed.
PAYC institutional ownership fell by 3.51 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 47.2% of all reported 13F value in PAYC, and the top 25 account for 68.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Paycom Software, Inc. (PAYC) Institutional Ownership