§ PROFESSIONAL SERVICES
USD · Professional ServicesPAYC
PAYCOM SOFTWARE INC
USDSector · Professional ServicesBeta · 0.78
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
312 increased/new, 225 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 14.8 | P/B | 5.18 |
| EPS (TTM) | 8.08 | Dividend | 1.28% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 6.0M | 0.0% | +54% |
| HARRIS ASSOCIATES L P | 3.3M | 0.5% | +2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.4M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | n/a | n/a |
| TWO SIGMA INVESTMENTS, LP | 1.7M | 0.2% | +495% |
| State Street | 1.7M | 0.0% | −20% |
◇ AC INTELLIGENCE
Top institutional owners for PAYC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER7.3% · 0 holders
OTHER40.8% · 465 holders
PASSIVE / INDEX17.6% · 10 holders
DEALER / BANK11.1% · 42 holders
QUALITY / COMPOUNDER6.8% · 26 holders
DEEP VALUE6.2% · 2 holders
SYSTEMATIC / QUANT3.3% · 15 holders
GROWTH / MOMENTUM2.9% · 1 holder
INCOME / DEFENSIVE2.1% · 34 holders
TACTICAL / MACRO1.9% · 3 holders
ACTIVIST0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PAYC in the last 180 days.