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
2019 Q2	–	Sell	-400	Closed	-$2K	–	2092
2019 Q1	$2K	Buy	+400	New	+$65K	﹤0.01%	1937

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.