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Contour Asset Management’s Paycom PAYC Stock Holding History

Contour 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
Q1 		– Sell
-378,595
Closed -$60.3M – 34
2025
Q4 		$60.3M Buy
+378,595
New +$67.1M 1.41% 22
2017
Q2 		– Sell
-672,069
Closed -$38.7M – 31
2017
Q1 		$38.7M Buy
672,069
+208,425
+45% +$10.8M 2.55% 20
2016
Q4 		$21.1M Buy
463,644
+25,763
+6% +$1.2M 1.5% 27
2016
Q3 		$22M Sell
437,881
-351,451
-45% -$17.2M 1.18% 29
2016
Q2 		$34.1M Buy
789,332
+148,796
+23% +$5.82M 2.31% 22
2016
Q1 		$22.8M Buy
+640,536
New +$20M 1.46% 31

Other funds holding PAYC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Contour Asset Management's PAYC Position: Q1 2026 in Review

Contour Asset Management sold out of Paycom (PAYC) in Q1 2026, closing a stake of 378,595 shares — an estimated $60.3M sold.

Contour Asset Management first reported a position in PAYC in Q1 2016 and held it in 6 quarters. The position peaked at $60.3M in Q4 2025. 594 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

  • Contour Asset Management reported no remaining Paycom position as of Q1 2026 after selling out during the quarter.
  • Contour Asset Management sold 378,595 Paycom shares in Q1 2026, an estimated $60.3M.
  • Contour Asset Management first reported a position in Paycom in Q1 2016 and held it in 6 quarters.
  • Contour Asset Management's Paycom position peaked at $60.3M in Q4 2025.
  • 594 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

Based on Contour Asset Management's 13F filing for Q1 2026, filed 15 May 2026.