Grantham, Mayo, Van Otterloo & Co (GMO)’s Paycom PAYC Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$2.79M	Buy	22,951 +14,644	+176%	+$1.96M	0.01%	400
2025 Q4	$1.32M	Buy	8,307 +3,250	+64%	+$576K	﹤0.01%	465
2025 Q3	$1.05M	Buy	5,057 +524	+12%	+$118K	﹤0.01%	479
2025 Q2	$1.05M	Buy	+4,533	New	+$1.07M	﹤0.01%	476
2024 Q3	–	Sell	-10,769	Closed	-$1.54M	–	588
2024 Q2	$1.54M	Buy	+10,769	New	+$1.85M	0.01%	375

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s PAYC Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Paycom (PAYC) stake by 176% in Q1 2026, buying an estimated $1.96M and bringing the position to 22,951 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #400.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in PAYC in Q2 2024 and has held it in 5 quarters since. 594 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 22,951 shares of Paycom worth $2.79M as of Q1 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 14,644 Paycom shares in Q1 2026, an estimated $1.96M.
Paycom made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #400 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Paycom in Q2 2024 and has held it in 5 quarters since.
594 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.