First Manhattan’s Paycom PAYC Stock Holding History

First Manhattan’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	-1,440	Closed	-$229K	–	779
2025 Q4	$229K	Hold	1,440	–	–	﹤0.01%	681
2025 Q3	$300K	Buy	1,440 +280	+24%	+$63.1K	﹤0.01%	628
2025 Q2	$268K	Sell	1,160 -500	-30%	-$119K	﹤0.01%	635
2025 Q1	$363K	Hold	1,660	–	–	﹤0.01%	557
2024 Q4	$340K	Hold	1,660	–	–	﹤0.01%	581
2024 Q3	$277K	Buy	+1,660	New	+$266K	﹤0.01%	592
2024 Q2	–	Sell	-1,180	Closed	-$235K	–	1112
2024 Q1	$235K	Hold	1,180	–	–	﹤0.01%	627
2023 Q4	$244K	Buy	1,180 +1,025	+661%	+$217K	﹤0.01%	608
2023 Q3	$40.2K	Hold	155	–	–	﹤0.01%	915
2023 Q2	$49.8K	Hold	155	–	–	﹤0.01%	889
2023 Q1	$47.1K	Buy	155 +28	+22%	+$8.43K	﹤0.01%	920
2022 Q4	$39.4K	Hold	127	–	–	﹤0.01%	982
2022 Q3	$41K	Hold	127	–	–	﹤0.01%	962
2022 Q2	$35K	Hold	127	–	–	﹤0.01%	1020
2022 Q1	$43K	Hold	127	–	–	﹤0.01%	1032
2021 Q4	$52K	Hold	127	–	–	﹤0.01%	989
2021 Q3	$62K	Sell	127 -10	-7%	-$4.46K	﹤0.01%	944
2021 Q2	$49K	Buy	+137	New	+$48.6K	﹤0.01%	989

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

First Manhattan's PAYC Position: Q1 2026 in Review

First Manhattan sold out of Paycom (PAYC) in Q1 2026, closing a stake of 1,440 shares — an estimated $229K sold.

First Manhattan first reported a position in PAYC in Q2 2021 and held it in 18 quarters. The position peaked at $363K in Q1 2025. 594 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

First Manhattan reported no remaining Paycom position as of Q1 2026 after selling out during the quarter.
First Manhattan sold 1,440 Paycom shares in Q1 2026, an estimated $229K.
First Manhattan first reported a position in Paycom in Q2 2021 and held it in 18 quarters.
First Manhattan's Paycom position peaked at $363K in Q1 2025.
594 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.