PAYCOM SOFTWARE INC (PAYC) Institutional Ownership Changes & 13F Activity

PAYCOM SOFTWARE INC (PAYC) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management, Fundsmith, RV Capital, Sequoia Financial Advisors, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Polen Capital ManagementSell-1,804,19730,831$3,747,225
Q1 2026FundsmithSell-303,976219,457$26,672,804
Q1 2026RV CapitalBuy9,00021,395$2,676,998
Q1 2026Sequoia Financial AdvisorsBuy2,7794,980$605,271
Q4 2025Polen Capital ManagementSell-801,3951,835,028$292,430,057
Q4 2025Sequoia Financial AdvisorsBuy8402,201$350,756
Q3 2025Polen Capital ManagementSell-260,0662,636,423$548,745,065
Q3 2025FundsmithBuy109,923523,433$108,947,345
Q3 2025Sequoia Financial AdvisorsSell-661,361$283,281
Q2 2025Polen Capital ManagementSell-201,3652,896,489$670,247,486
Q2 2025Sequoia Financial AdvisorsBuy1611,427$330,210
Q1 2025FundsmithBuy90,899413,510$90,343,665
Q1 2025Polen Capital ManagementSell-73,8063,097,854$676,819,145
Q1 2025Sequoia Financial AdvisorsBuy191,266$276,597
Q4 2024Polen Capital ManagementSell-339,2363,171,660$650,095,213
Q4 2024Sequoia Financial AdvisorsBuy4301,247$255,599
Q3 2024Polen Capital ManagementBuy1,274,7713,510,896$584,809,936
Q3 2024RV CapitalBuy12,39512,395$2,064,635
Q2 2024Polen Capital ManagementBuy715,8432,236,125$319,855,358
Q2 2024Renaissance Technologies LLCSell-113,30048,250$6,901,680
Q2 2024FundsmithSell-2,660322,611$46,146,277
Q1 2024Polen Capital ManagementBuy1,503,8851,520,282$302,551,321
Q1 2024FundsmithBuy167,427325,271$64,732,182
Q1 2024Renaissance Technologies LLCBuy120,500161,550$32,150
Q4 2023ValueAct HoldingsBuy608,000608,000$125,685,760
Q4 2023FundsmithSell-2,060157,844$32,629,512
Q4 2023Polen Capital ManagementSell-93716,397$3,389,588
Q3 2023Meritage GroupBuy399,548400,356$103,800
Q3 2023Renaissance Technologies LLCSell-350,70041,050$10,643
Q3 2023Polen Capital ManagementBuy1,35217,334$4,494,186

Frequently asked questions about PAYC activity

  • Which institutional owners are buying PAYC?

    Institutional owners buying PAYC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PAYC activity?

    "Buy" means an investor increased their reported position in PAYC compared to the prior reporting period. This reflects growing exposure to PAYCOM SOFTWARE INC (PAYC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PAYC increasing?

    Institutional interest in PAYC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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