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PAYC icon

2Xideas’s Paycom PAYC Stock Holding History

2Xideas’s Portfolio PAYC Stock Details PAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,113
Closed -$2.94M – 61
2025
Q3 		$2.94M Sell
14,113
-1,061
-7% -$239K 0.62% 45
2025
Q2 		$3.51M Sell
15,174
-4,150
-21% -$984K 0.6% 51
2025
Q1 		$4.22M Sell
19,324
-33,288
-63% -$7.02M 0.64% 51
2024
Q4 		$10.8M Sell
52,612
-1,004
-2% -$204K 1.44% 29
2024
Q3 		$8.93M Sell
53,616
-4,576
-8% -$732K 1.2% 27
2024
Q2 		$8.32M Sell
58,192
-23,934
-29% -$4.1M 1.04% 51
2024
Q1 		$16.3M Buy
82,126
+40,366
+97% +$7.72M 2% 16
2023
Q4 		$8.63M Sell
41,760
-23
-0.1% -$4.86K 0.93% 52
2023
Q3 		$10.8M Buy
+41,783
New +$12.7M 1.2% 40

Other funds holding PAYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

2Xideas's PAYC Position: Q4 2025 in Review

2Xideas sold out of Paycom (PAYC) in Q4 2025, closing a stake of 14,113 shares — an estimated $2.94M sold.

2Xideas first reported a position in PAYC in Q3 2023 and held it in 9 quarters. The position peaked at $16.3M in Q1 2024. 716 funds tracked by Wall St. Rank hold PAYC as of Q4 2025.

  • 2Xideas reported no remaining Paycom position as of Q4 2025 after selling out during the quarter.
  • 2Xideas sold 14,113 Paycom shares in Q4 2025, an estimated $2.94M.
  • 2Xideas first reported a position in Paycom in Q3 2023 and held it in 9 quarters.
  • 2Xideas's Paycom position peaked at $16.3M in Q1 2024.
  • 716 funds tracked by Wall St. Rank held Paycom as of Q4 2025.

Based on 2Xideas's 13F filing for Q4 2025, filed 17 Feb 2026.