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Bill Nygren’s Paycom PAYC Stock Holding History

Bill Nygren’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 		$427M Buy
3,397,446
+139,672
+4% +$18.2M 0.57% 58
2026
Q1 		$396M Buy
3,257,774
+48,015
+1% +$6.42M 0.53% 63
2025
Q4 		$512M Buy
3,209,759
+1,305,225
+69% +$231M 0.65% 54
2025
Q3 		$396M Sell
1,904,534
-177,320
-9% -$39.9M 0.64% 55
2025
Q2 		$482M Sell
2,081,854
-958,231
-32% -$227M 0.78% 48
2025
Q1 		$664M Sell
3,040,085
-462,796
-13% -$97.6M 1.12% 34
2024
Q4 		$718M Sell
3,502,881
-548,120
-14% -$112M 0.94% 32
2024
Q3 		$675M Buy
4,051,001
+23,818
+0.6% +$3.81M 0.88% 32
2024
Q2 		$576M Buy
4,027,183
+634,028
+19% +$109M 0.98% 33
2024
Q1 		$675M Buy
3,393,155
+2,446,824
+259% +$468M 1.09% 31
2023
Q4 		$196M Buy
+946,331
New +$200M 0.34% 69

Other funds holding PAYC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Bill Nygren's PAYC Position: Q2 2026 in Review

Bill Nygren increased its Paycom (PAYC) stake by 4.3% in Q2 2026, buying an estimated $18.2M and bringing the position to 3,397,446 shares worth $427M. The position accounts for 0.57% of the portfolio, ranked #58.

Bill Nygren first reported a position in PAYC in Q4 2023 and has held it in 11 quarters since. The position peaked at $718M in Q4 2024. 595 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

  • Bill Nygren held 3,397,446 shares of Paycom worth $427M as of Q2 2026.
  • Bill Nygren bought 139,672 Paycom shares in Q2 2026, an estimated $18.2M.
  • Paycom made up 0.57% of Bill Nygren's portfolio in Q2 2026, its #58 holding.
  • Bill Nygren first reported a position in Paycom in Q4 2023 and has held it in 11 quarters since.
  • Bill Nygren's Paycom position peaked at $718M in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Harris Associates's 13F filing for Q2 2026, filed 14 Aug 2026.