Creative Planning’s Paycom PAYC Stock Holding History

Creative Planning’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	$7.4M	Buy	60,924 +46,875	+334%	+$6.27M	0.01%	899
2025 Q4	$2.24M	Buy	14,049 +2,661	+23%	+$471K	﹤0.01%	1637
2025 Q3	$2.37M	Sell	11,388 -54	-0.5%	-$12.2K	﹤0.01%	1408
2025 Q2	$2.65M	Buy	11,442 +2,275	+25%	+$539K	﹤0.01%	1116
2025 Q1	$2M	Buy	9,167 +1,431	+18%	+$302K	﹤0.01%	1172
2024 Q4	$1.59M	Buy	7,736 +150	+2%	+$30.6K	﹤0.01%	1294
2024 Q3	$1.26M	Buy	7,586 +1,635	+27%	+$262K	﹤0.01%	1342
2024 Q2	$851K	Buy	5,951 +692	+13%	+$119K	﹤0.01%	1534
2024 Q1	$1.05M	Sell	5,259 -4,647	-47%	-$889K	﹤0.01%	1313
2023 Q4	$2.05M	Buy	9,906 +87	+0.9%	+$18.4K	﹤0.01%	909
2023 Q3	$2.55M	Buy	9,819 +1,020	+12%	+$311K	﹤0.01%	755
2023 Q2	$2.83M	Buy	8,799 +199	+2%	+$58.7K	﹤0.01%	687
2023 Q1	$2.61M	Sell	8,600 -263	-3%	-$79.2K	﹤0.01%	697
2022 Q4	$2.75M	Sell	8,863 -213	-2%	-$68.7K	﹤0.01%	648
2022 Q3	$3M	Buy	9,076 +991	+12%	+$341K	0.01%	565
2022 Q2	$2.27M	Sell	8,085 -46	-0.6%	-$13.6K	﹤0.01%	679
2022 Q1	$2.82M	Buy	8,131 +1,211	+18%	+$406K	﹤0.01%	618
2021 Q4	$2.87M	Buy	6,920 +1,025	+17%	+$485K	﹤0.01%	578
2021 Q3	$2.92M	Buy	5,895 +1	+0%	+$446	0.01%	565
2021 Q2	$2.14M	Sell	5,894 -1,370	-19%	-$486K	﹤0.01%	654
2021 Q1	$2.69M	Buy	7,264 +340	+5%	+$134K	0.01%	609
2020 Q4	$3.13M	Sell	6,924 -526	-7%	-$210K	0.01%	498
2020 Q3	$2.32M	Buy	7,450 +5,579	+298%	+$1.63M	0.01%	512
2020 Q2	$580K	Sell	1,871 -2,909	-61%	-$774K	﹤0.01%	962
2020 Q1	$966K	Sell	4,780 -2,285	-32%	-$626K	﹤0.01%	665
2019 Q4	$1.87M	Buy	7,065 +116	+2%	+$27.5K	0.01%	539
2019 Q3	$1.46M	Sell	6,949 -839	-11%	-$196K	﹤0.01%	599
2019 Q2	$1.77M	Sell	7,788 -796	-9%	-$163K	0.01%	541
2019 Q1	$1.62M	Buy	8,584 +321	+4%	+$52.1K	0.01%	539
2018 Q4	$1.01M	Sell	8,263 -182	-2%	-$23.3K	﹤0.01%	661
2018 Q3	$1.31M	Buy	8,445 +461	+6%	+$62.1K	﹤0.01%	644
2018 Q2	$789K	Buy	7,984 +1,015	+15%	+$109K	﹤0.01%	877
2018 Q1	$748K	Buy	+6,969	New	+$669K	﹤0.01%	881
2017 Q3	–	Sell	-1,406	Closed	-$96K	–	3160
2017 Q2	$96K	Buy	1,406 +545	+63%	+$35K	﹤0.01%	2025
2017 Q1	$50K	Buy	861 +40	+5%	+$2.08K	﹤0.01%	2477
2016 Q4	$37K	Sell	821 -774	-49%	-$36K	﹤0.01%	2634
2016 Q3	$80K	Buy	1,595 +1,395	+698%	+$68.1K	﹤0.01%	1994
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	3323
2016 Q1	$7K	Sell	200 -100	-33%	-$3.12K	﹤0.01%	3418
2015 Q4	$11K	Buy	+300	New	+$12K	﹤0.01%	3250

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

Creative Planning's PAYC Position: Q1 2026 in Review

Creative Planning increased its Paycom (PAYC) stake by 334% in Q1 2026, buying an estimated $6.27M and bringing the position to 60,924 shares worth $7.4M. The position accounts for 0.01% of the portfolio, ranked #899.

Creative Planning first reported a position in PAYC in Q4 2015 and has held it in 40 quarters since. 594 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

Creative Planning held 60,924 shares of Paycom worth $7.4M as of Q1 2026.
Creative Planning bought 46,875 Paycom shares in Q1 2026, an estimated $6.27M.
Paycom made up 0.01% of Creative Planning's portfolio in Q1 2026, its #899 holding.
Creative Planning first reported a position in Paycom in Q4 2015 and has held it in 40 quarters since.
594 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.