Baker Avenue Asset Management’s Paycom PAYC Stock Holding History

Baker Avenue Asset Management’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	$403K	Buy	+3,203	New	+$418K	0.01%	581
2026 Q1	–	Sell	-1,564	Closed	-$249K	–	771
2025 Q4	$249K	Buy	+1,564	New	+$277K	0.01%	553
2023 Q4	–	Sell	-30	Closed	-$7.78K	–	1163
2023 Q3	$7.78K	Sell	30 -9	-23%	-$2.74K	﹤0.01%	822
2023 Q2	$12.5K	Sell	39 -12	-24%	-$3.54K	﹤0.01%	710
2023 Q1	$15.5K	Sell	51 -1	-2%	-$301	﹤0.01%	700
2022 Q4	$16.1K	Buy	+52	New	+$16.8K	﹤0.01%	649

Other funds holding PAYC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Baker Avenue Asset Management's PAYC Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Paycom (PAYC) in Q2 2026: 3,203 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in PAYC as recently as Q4 2025.

Baker Avenue Asset Management first reported a position in PAYC in Q4 2022 and has held it in 6 quarters since. 599 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

Baker Avenue Asset Management held 3,203 shares of Paycom worth $403K as of Q2 2026.
Paycom was a new Baker Avenue Asset Management position in Q2 2026.
Paycom made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #581 holding.
Baker Avenue Asset Management first reported a position in Paycom in Q4 2022 and has held it in 6 quarters since.
599 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.