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PAYC Paycom Software Inc.

Industrials, filed as PAYCOM SOFTWARE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 2 managers in 2026 Q2

  • 3 Owners
  • Max 0.7%
  • $442M
  • 1 reduce 1 exit 1 small

In 2026 Q2 Terry Smith trimmed Paycom Software, and Polen Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.7% (Robert Vinall, Rv Capital AG). Not free-float ownership.

  1. Robert Vinall 0.70%
  2. Bill Nygren / Oakmark Add 0.57%
  3. Terry Smith Reduce 0.09%

Who owns PAYC

Sorted by value, long equity only, as of 2026 Q2.

History
Bill Nygren / Oakmark, Harris Associates L P 0.57%, was 0.53% Small add +4.3% 3,397,446 $427M History
Terry Smith, Fundsmith 0.09%, was 0.21% Reduce −54.1% 100,763 $13M History
Robert Vinall, Rv Capital AG 0.70% Hold 21,395 $2.7M History
Polen Capital Management exited 2026 Q2 Last 2026 Q1 0.03% Exit −0.03% 30,831 $3.7M History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PAYC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PAYC insider trades
  • None no insider bought on the open market
  • $1.6M sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Terrell Shane Hadlock President/Chief Client Officer
    Sale
    $670K 2,818 shares at $237.82 3.9% of stake
    Traded Aug 27–28 Filed Aug 31
    ↗
  2. Randall Peck COO
    Sale
    $351K 2,500 shares at $140.50 4.3% of stake
    Traded May 18 Filed May 19
    ↗
  3. Robert D. Foster CFO
    Sale
    $211K 1,300 shares at $162.66 8.1% of stake
    Traded Dec 10, 2025 Filed Dec 11, 2025
    ↗
  4. Randall Peck COO
    Sale
    $364K 2,192 shares at $165.85 4.4% of stake
    Traded Dec 5, 2025 Filed Dec 5, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 15 stock grants, 12 gifts, and 10 share withholdings for taxes.

Congress

3 members of Congress traded PAYC in the last three years: 2 buys and 4 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Julie Johnson D-TX-32Joint Buy $1K–$15K Sep 23, 2025 filed Aug 5
  2. Julie Johnson D-TX-32Joint Sell $1K–$15K Sep 23, 2025 filed Aug 5
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Apr 14 filed May 8
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 13 filed Apr 7
  5. Julie Johnson D-TX-32Joint Sell $1K–$15K Sep 25, 2025 filed Oct 7, 2025
  6. Tommy Tuberville R-ALJoint Sell $1K–$15K Apr 4, 2024 filed May 15, 2024

SEC filings

Recent issuer filings from EDGAR, 21 shown.

Filed Form Detail Links
SCHEDULE 13D/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 5.02,5.03,7.01,9.01 Filing Doc
8-K/A 5.02,5.03,7.01,9.01 Filing Doc
10-K Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.69B $1.88B $2.05B
Gross profit * $1.42B $1.55B $1.71B
Gross margin * 83.7% 82.2% 83.2%
Net income $340.79M $502M $453.4M
Net margin * 20.1% 26.7% 22.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.81B $4.3B $5.84B
Total non-current assets * $1.38B $1.56B $1.76B
Total assets $4.2B $5.86B $7.6B
Total current liabilities $2.53B $3.91B $5.37B
Total non-current liabilities $359.86M $377.2M $498.8M
Total equity $1.3B $1.58B $1.73B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $485.04M $533.9M $678.9M
Cash from investing -$196.71M -$22.2M -$611.2M
Cash from financing -$0.275B $1.11B $1.02B
Net change in cash * $0.014B $1.62B $1.09B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.