Boit C.F. David’s Paycom PAYC Stock Holding History

Boit C.F. David’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 Q1	$486K	Hold	4,000	–	–	0.22%	64
2025 Q4	$629K	Hold	4,000	–	–	0.27%	56
2025 Q3	$833K	Hold	4,000	–	–	0.38%	48
2025 Q2	$926K	Hold	4,000	–	–	0.45%	44
2025 Q1	$874K	Hold	4,000	–	–	0.44%	42
2024 Q4	$820K	Hold	4,000	–	–	0.33%	46
2024 Q3	$6.69K	Buy	4,000 +300	+8%	+$48K	﹤0.01%	123
2024 Q2	$529K	Hold	3,700	–	–	0.28%	59
2024 Q1	$689K	Hold	3,700	–	–	0.38%	44
2023 Q4	$719K	Buy	3,700 +1,000	+37%	+$211K	0.41%	44
2023 Q3	$702K	Buy	2,700 +1,150	+74%	+$351K	0.48%	41
2023 Q2	$498K	Hold	1,550	–	–	0.33%	50
2023 Q1	$473K	Hold	1,550	–	–	0.32%	50
2022 Q4	$481K	Hold	1,550	–	–	0.34%	49
2022 Q3	$511K	Buy	+1,550	New	+$534K	0.42%	43
2022 Q1	$727K	Sell	1,550 -200	-11%	-$67.1K	0.48%	44
2021 Q4	$727K	Hold	1,750	–	–	0.46%	43
2021 Q3	$885K	Buy	1,750 +1,600	+1,067%	+$713K	0.61%	41
2021 Q2	$55K	Buy	+150	New	+$53.2K	0.04%	89

Other funds holding PAYC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boit C.F. David's PAYC Position: Q1 2026 in Review

Boit C.F. David held its Paycom (PAYC) position steady in Q1 2026 at 4,000 shares worth $486K. The position accounts for 0.22% of the portfolio, ranked #64.

Boit C.F. David first reported a position in PAYC in Q2 2021 and has held it in 19 quarters since. The position peaked at $926K in Q2 2025. 594 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

Boit C.F. David held 4,000 shares of Paycom worth $486K as of Q1 2026.
Boit C.F. David left its Paycom share count unchanged in Q1 2026.
Paycom made up 0.22% of Boit C.F. David's portfolio in Q1 2026, its #64 holding.
Boit C.F. David first reported a position in Paycom in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's Paycom position peaked at $926K in Q2 2025.
594 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.