Davis Capital Management’s Paycom PAYC Stock Holding History

Davis Capital 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 Q2	$377	Buy	+3	New	+$391	﹤0.01%	675

Other funds holding PAYC

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Davis Capital Management's PAYC Position: Q2 2026 in Review

Davis Capital Management opened a new position in Paycom (PAYC) in Q2 2026: 3 shares worth $377. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings.

127 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

Davis Capital Management held 3 shares of Paycom worth $377 as of Q2 2026.
Paycom was a new Davis Capital Management position in Q2 2026.
Paycom made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #675 holding.
127 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.