Baillie Gifford & Co
PAYC icon

Baillie Gifford & Co’s Paycom PAYC Stock Holding History

Baillie Gifford & Co’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
2026
Q2 		$123M Sell
975,398
-561,880
-37% -$73.3M 0.11% 120
2026
Q1 		$187M Sell
1,537,278
-101,616
-6% -$13.6M 0.19% 95
2025
Q4 		$261M Sell
1,638,894
-69,768
-4% -$12.4M 0.22% 84
2025
Q3 		$356M Buy
1,708,662
+158,967
+10% +$35.8M 0.26% 71
2025
Q2 		$359M Sell
1,549,695
-34,798
-2% -$8.25M 0.27% 67
2025
Q1 		$346M Buy
1,584,493
+1,505,990
+1,918% +$318M 0.3% 64
2024
Q4 		$16.1M Sell
78,503
-923
-1% -$188K 0.01% 193
2024
Q3 		$13.2M Buy
79,426
+5,384
+7% +$862K 0.01% 202
2024
Q2 		$10.6M Buy
+74,042
New +$12.7M 0.01% 209

Other funds holding PAYC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Baillie Gifford & Co's PAYC Position: Q2 2026 in Review

Baillie Gifford & Co reduced its Paycom (PAYC) stake by 37% in Q2 2026, selling an estimated $73.3M and leaving 975,398 shares worth $123M. The position accounts for 0.11% of the portfolio, ranked #120.

Baillie Gifford & Co first reported a position in PAYC in Q2 2024 and has held it in 9 quarters since. The position peaked at $359M in Q2 2025. 596 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

  • Baillie Gifford & Co held 975,398 shares of Paycom worth $123M as of Q2 2026.
  • Baillie Gifford & Co sold 561,880 Paycom shares in Q2 2026, an estimated $73.3M.
  • Paycom made up 0.11% of Baillie Gifford & Co's portfolio in Q2 2026, its #120 holding.
  • Baillie Gifford & Co first reported a position in Paycom in Q2 2024 and has held it in 9 quarters since.
  • Baillie Gifford & Co's Paycom position peaked at $359M in Q2 2025.
  • 596 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.