Ranked by reported Q1 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. | 6.0M | $734.2M | +53.7% | 11.069% | 0.01% |
| 2 | HARRIS ASSOCIATES L P | 3.3M | $395.9M | +1.5% | 5.969% | 0.53% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.4M | $290.6M | — | 4.381% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | $255.6M | — | 3.854% | 0.01% |
| 5 | TWO SIGMA INVESTMENTS, LP | 1.7M | $212.4M | +494.5% | 3.202% | 0.17% |
| 6 | STATE STREET CORP | 1.7M | $209.9M | -20.3% | 3.164% | 0.01% |
| 7 | BAILLIE GIFFORD & CO | 1.5M | $186.8M | -6.2% | 2.817% | 0.19% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $160.8M | -20.3% | 2.424% | 0.01% |
| 9 | FMR LLC | 1.2M | $145.5M | -28.1% | 2.194% | 0.01% |
| 10 | REINHART PARTNERS, INC. | 1.0M | $123.5M | +69.8% | 1.861% | 3.55% |
| 11 | FIRST TRUST ADVISORS LP | 882K | $107.2M | -47.0% | 1.616% | 0.08% |
| 12 | MORGAN STANLEY | 820K | $99.7M | +12.8% | 1.502% | 0.01% |
| 13 | GOLDMAN SACHS GROUP INC | 812K | $98.7M | +47.0% | 1.489% | 0.01% |
| 14 | BNP Paribas Asset Management Holding S.A. | 810K | $98.5M | +32.5% | 1.485% | 0.11% |
| 15 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 770K | $87.4M | -10.7% | 1.410% | 0.88% |
| 16 | SYLEBRA CAPITAL LLC | 689K | $83.7M | -29.5% | 1.263% | 10.82% |
| 17 | Universal- Beteiligungs- und Servicegesellschaft mbH | 657K | $79.9M | +8.8% | 1.204% | 0.14% |
| 18 | UBS Group AG | 637K | $77.5M | +44.2% | 1.168% | 0.01% |
| 19 | FEDERATED HERMES, INC. | 609K | $74.0M | -2.4% | 1.116% | 0.12% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 580K | $70.5M | +112.2% | 1.063% | 0.01% |
| 21 | WORLDQUANT MILLENNIUM ADVISORS LLC | 564K | $68.6M | +184.1% | 1.034% | 0.26% |
| 22 | River Road Asset Management, LLC | 539K | $65.5M | +37.4% | 0.988% | 0.74% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 538K | $65.4M | +10.1% | 0.987% | 0.01% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 537K | $65.3M | -0.4% | 0.984% | 0.01% |
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 408K | $49.6M | +27.7% | 0.747% | 0.77% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 579 | 17% | 73.50% | 32.95 pp | $5.40B | 31% |
| Q4 2025 | 695 | 2.5% | 106.45% | 33.89 pp | $7.82B | 24% |
| Q3 2025 | 713 | 2.6% | 140.34% | 14.91 pp | $10.30B | 9.6% |
| Q2 2025 | 732 | +4.7% | 155.25% | 44.74 pp | $11.40B | 28% |
| Q1 2025 | 699 | +2.0% | 199.99% | +37.19 pp | $15.82B | +32% |
| Q4 2024 | 685 | +6.9% | 162.80% | +57.29 pp | $11.95B | +54% |
| Q3 2024 | 641 | +3.1% | 105.51% | +15.40 pp | $7.75B | +17% |
| Q2 2024 | 622 | — | 90.11% | — | $6.62B | — |
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 Q1 2026 13F filings, institutional ownership of Paycom Software, Inc. stands at 73.5%, held across 579 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PAYC, with approximately 6,041,109 shares worth $0.73B as of Q1 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 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
121 institutions opened new positions in PAYC during Q1 2026, while 237 fully exited. 134 added to existing positions and 320 trimmed.
PAYC institutional ownership fell by 32.95 percentage points quarter-over-quarter, with a net change of -116 holders.
The top 10 institutions account for 50.3% of all reported 13F value in PAYC, and the top 25 account for 72.4%.
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