Paycom Software Inc (PAYC) Hedge Fund & Institutional Holdings (Q2 2026)

PAYC ranks #948 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PAYC is a disclosed holding of Bill Nygren (Harris Associates L.P.), one of the tracked superinvestors on AlphaSMO — it makes up 0.6% of that fund's own 13F portfolio.

600 institutions disclose a position in PAYC, but none treat it as a major bet — even Reinhart Partners, LLC., its most concentrated holder, allocates just 3.5% of its own portfolio to it.

Reinhart Partners, LLC. has added to its PAYC position for two straight quarters, increasing it by $58.0M to reach $153.3M today.

Fidelity has trimmed its PAYC position for two straight quarters, cutting it by $177.9M while still holding $87.5M.

PAYC is up 0.3% today, and institutions have been net buyers of $349.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

PAYC posted net income of $487.6M over the trailing twelve months, and currently trades at a P/E of 26.7.

• Profitable — net income of $487.6M over the trailing twelve months
• Revenue grew 9.2% year over year
• Net income improved year over year, from $415.8M to $487.6M
• Generated $678.9M in positive operating cash flow
• Current ratio of 1.09x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.39x equity — a highly leveraged balance sheet worth noting