Follow-The-Filings

Security · featured owners

PAYC Paycom Software Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

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

PAYC (Paycom Software Inc.) is held in 3 featured 13F books as of 2026 Q2. Robert Vinall - Rv Capital AG is the largest tracked holder by portfolio weight (0.70%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.57% Add +4.3% 3,397,446 $427M history
Terry Smith - Fundsmith 2026 Q2 0.09% Reduce −54.1% 100,763 $13M history
Robert Vinall - Rv Capital AG 2026 Q2 0.70% Hold 21,395 $3M history
Polen Capital Management exited 2026 Q2 last 2026 Q1 0.03% Exit −0.03% 30,831 $4M history

3 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 17 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
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
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
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
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Aug 27, 2026 Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Jul 8, 2026 · 2 forms Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period May 18, 2026 Filing Doc
4 Period May 10, 2026 · 2 forms Filing Doc
4 Period May 4, 2026 · 5 forms Filing Doc
4 Period Feb 18, 2026 · 5 forms Filing Doc
4 Period Feb 10, 2026 · 3 forms Filing Doc
4 Period Feb 5, 2026 · 2 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders