Paycom Software, Inc.· PAYC

🇺🇸 US · LargeSP600NYSE

Technology Software - Application Website

Price: $226.24
Day: -0.02%
Mkt Cap: $10.20B
52W Range: $104.90 – $244.98
Volume: 517.4K
Beta: 0.79

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 2.8 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 632 institutions hold; 302 added, 225 reduced
Insiders Q3 2026: no purchases, 3 sales ($670.2K)

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Paycom Software, Inc.

PAYC|Technology|Software - Application

Current price: $226

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.1x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

1 seller

vs 2.2 avg per quarter

Institutional net breadth · Q2 2026

+75

412 adding vs 337 reducing

Institutional ownership · Q2 2026

91.6%

632 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

5.0M

-7.1%

HARRIS ASSOCIATES L P

3.4M

+16.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.1M

-3.4%

VANGUARD CAPITAL MANAGEMENT LLC

1.8M

-2.2%

TWO SIGMA INVESTMENTS, LP

1.4M

-10.6%

STATE STREET CORP

1.4M

-10.6%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

296

58 buying296 unchanged77 selling

431 funds held PAYC in Q2 2026, holding 24.9M shares between them, down 14.7% on the quarter.

Largest fund holders

SPDR SERIES TRUST621.1K sh

GLENMEDE FUND INC51.5K sh

NATIONWIDE MUTUAL FUNDS10.6K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 8

Richison Chad R.

$7.5M

Sale · May 8

Richison Chad R.

$7.3M

Sale · Jun 4

Richison Chad R.

$6.2M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore PAYC on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

PAYC Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.8/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

-16

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 2.8/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for PAYC

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

3 sales totaling $670.2K (2.8K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

All sales came from a single insider

Buying seen in 2 of 15 quarters

0.1x

Selling pace

quarter in progress, filings still arriving

0.03%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 1.8 avg per quarter

Q2 2024

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, PAYC

Top 8 highest-value insider trades from the last 8 quarters

Richison Chad R.

CEO

Sell

30,000 shares at $250.16

≈0.9% of their stake at the time

May 8, 2025$7.50M

Richison Chad R.

CEO

Sell

29,638 shares at $245.21

≈0.9% of their stake at the time

May 8, 2025$7.27M

Richison Chad R.

CEO

Sell

23,200 shares at $265.20

≈0.7% of their stake at the time

Jun 4, 2025$6.15M

Richison Chad R.

CEO

Sell

22,950 shares at $255.26

≈0.7% of their stake at the time

May 12, 2025$5.86M

Richison Chad R.

CEO

Sell

22,469 shares at $260.30

≈0.7% of their stake at the time

May 13, 2025$5.85M

Richison Chad R.

CEO

Sell

16,809 shares at $240.74

≈0.5% of their stake at the time

May 8, 2025$4.05M

Richison Chad R.

CEO

Sell

12,549 shares at $241.82

≈0.4% of their stake at the time

May 8, 2025$3.03M

Richison Chad R.

CEO

Sell

8,664 shares at $238.28

≈0.3% of their stake at the time

May 8, 2025$2.06M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for PAYC

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

91.6% institutional ownership

Slight accumulation: 412 adding vs 337 reducing

13F shares decreased by 7.9%, a significant shift

Momentum improving from prior quarter

+75

Net breadth

412 adding vs 337 reducing

Accumulating

1.22

Add / reduce ratio

in Q2 2026

-2

New − closed

110 initiated, 112 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+412 growing-337 shrinkingNet: +75

110

302

225

112

New (110)

Increased (302)

Reduced (225)

Closed (112)

Top Institutional Holders, PAYC

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

5.0M

$632.5M

Ownership

10.99%

-7.1%

HARRIS ASSOCIATES L P

3.4M

$427.0M

Ownership

7.42%

+16.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.1M

$260.2M

Ownership

4.52%

-3.4%

VANGUARD CAPITAL MANAGEMENT LLC

1.8M

$231.7M

Ownership

4.02%

-2.2%

TWO SIGMA INVESTMENTS, LP

1.4M

$176.1M

Ownership

3.06%

-10.6%

STATE STREET CORP

1.4M

$173.8M

Ownership

3.02%

-10.6%

REINHART PARTNERS, INC.

1.2M

$153.3M

Ownership

2.66%

+34.0%

GEODE CAPITAL MANAGEMENT, LLC

1.2M

$152.5M

Ownership

2.65%

+2.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 431 ETFs and mutual funds reporting

58 buying77 sellingNet: -19

296

Buying (58)

Unchanged (296)

Selling (77)

In total, funds bought 1.2M shares and sold 4.8M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

431 ETFs and mutual funds reporting

77 funds selling vs 58 buying

Top Fund Holders, PAYC

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

621.1K

Weight

3.07%

Jul 31, 2026No change

GLENMEDE FUND INC

51.5K

Weight

3.13%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

10.6K

Weight

0.00%

Jul 31, 2026Increased

ETF Series Solutions

5.9K

Weight

19.27%

Jul 31, 2026No change

Tidal ETF Trust

5.5K

Weight

0.02%

Jul 31, 2026No change

GOLDMAN SACHS VARIABLE INSURANCE TRUST

2.5K

Weight

0.01%

Jun 30, 2026No change

BNY MELLON STOCK INDEX FUND, INC.

2.5K

Weight

0.46%

Jun 30, 2026No change

SIT LARGE CAP GROWTH FUND INC

2.5K

Weight

3.34%

Jun 30, 2026No change

Paycom Software, Inc.· PAYC

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings147Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings147Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights