InvestorLens

PAYC — PAYCOM SOFTWARE INC

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying PAYC?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 2 selling last quarter
10
Macro Tailwind
Macro conditions are mixed for this sector
52
Congressional Activity
0 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their PAYC position last quarter, 0 bought and 2 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +5 tracked investors reported holding PAYC at their latest filing
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (0 reduced, 2 sold out)
  • −Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About PAYCOM SOFTWARE INC (PAYC)

PAYCOM SOFTWARE INC (PAYC) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $70M. Across recent filings, tracked investors recorded 1 new positions, 2 increased, 0 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in PAYC

60
/100
Institutional Accumulation
Added / Increased3
Reduced0
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track PAYC

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

PAYC Ownership Composition

How PAYCOM SOFTWARE INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
97% of tracked value
Institutions
5
tracked investors
Total Reported
$129.1M
combined 13F value
Sectors2
  • Other96.8%
  • Hedge Funds3.2%
Other(4)
96.8%
Hedge Funds(1)
3.2%

Tracked investors reporting PAYC

  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    575.4K
    Value
    $69.9M
    % Portfolio
    0.03%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    396.7K
    Value
    $48.2M
    % Portfolio
    0.01%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    56.6K
    Value
    $6.9M
    % Portfolio
    0.01%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    33.9K
    Value
    $4.1M
    % Portfolio
    0.01%
  • Ray DalioDec 31, 2025
    Bridgewater Associates
    Shares
    40.3K
    Value
    $6.4K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold PAYC?
5 tracked institutional investors disclosed a position in PAYC (PAYCOM SOFTWARE INC) in their most recent 13F filing.
Who is the largest institutional holder of PAYC?
Izzy Englander, Millennium Management, holds the largest disclosed position in PAYC, valued at $70M.
Did institutional ownership of PAYC increase or decrease?
Across recent 13F filings, tracked investors recorded 1 new positions, 2 increased, 0 reduced, and 2 fully exited PAYC.
Where does this PAYC ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
PAYC (PAYCOM SOFTWARE INC) — Institutional Holders & 13F — InvestorLens