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Isthmus Partners’s Paycom PAYC Stock Holding History

Isthmus Partners’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 		$1.86M Buy
+14,802
New +$1.93M 0.18% 115

Other funds holding PAYC

RP
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Isthmus Partners's PAYC Position: Q2 2026 in Review

Isthmus Partners opened a new position in Paycom (PAYC) in Q2 2026: 14,802 shares worth $1.86M. The stake represents 0.18% of the portfolio and ranks #115 among its holdings.

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

  • Isthmus Partners held 14,802 shares of Paycom worth $1.86M as of Q2 2026.
  • Paycom was a new Isthmus Partners position in Q2 2026.
  • Paycom made up 0.18% of Isthmus Partners's portfolio in Q2 2026, its #115 holding.
  • 91 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.