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John Overdeck’s Paycom PAYC Stock Holding History

John Overdeck’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 		$402K Buy
+3,200
New +$417K ﹤0.01% 4327
2022
Q1 		– Sell
-3,900
Closed -$1.62M – 3883
2021
Q4 		$1.62M Buy
+3,900
New +$1.85M ﹤0.01% 2117
2021
Q3 		– Sell
-24,300
Closed -$8.83M – 4580
2021
Q2 		$8.83M Buy
24,300
+21,900
+913% +$7.76M 0.02% 881
2021
Q1 		$888K Sell
2,400
-1,300
-35% -$512K ﹤0.01% 2428
2020
Q4 		$1.67M Buy
3,700
+2,000
+118% +$797K ﹤0.01% 1611
2020
Q3 		$529K Buy
+1,700
New +$497K ﹤0.01% 2202
2020
Q2 		– Sell
-20,300
Closed -$4.1M – 3381
2020
Q1 		$4.1M Buy
20,300
+8,200
+68% +$2.25M 0.03% 588
2019
Q4 		$3.2M Buy
12,100
+7,100
+142% +$1.68M 0.01% 1238
2019
Q3 		$1.05M Buy
5,000
+300
+6% +$70.1K ﹤0.01% 1955
2019
Q2 		$1.07M Buy
+4,700
New +$965K ﹤0.01% 1891
2019
Q1 		– Sell
-3,000
Closed -$367K – 3366
2018
Q4 		$367K Buy
+3,000
New +$384K ﹤0.01% 2312
2018
Q3 		– Sell
-13,200
Closed -$1.3M – 3480
2018
Q2 		$1.3M Buy
13,200
+5,600
+74% +$604K ﹤0.01% 1944
2018
Q1 		$816K Sell
7,600
-100
-1% -$9.6K ﹤0.01% 2139
2017
Q4 		$619K Buy
+7,700
New +$616K ﹤0.01% 2292

Other funds holding PAYC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

John Overdeck's PAYC Position: Q2 2026 in Review

John Overdeck reduced its Paycom (PAYC) stake by 20% in Q2 2026, selling an estimated $45.2M and leaving 1,400,923 shares worth $176M. The position accounts for 0.13% of the portfolio, ranked #173.

John Overdeck first reported a position in PAYC in Q4 2014 and has held it in 35 quarters since. The position peaked at $212M in Q1 2026. 595 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

  • John Overdeck held 1,400,923 shares of Paycom worth $176M as of Q2 2026.
  • John Overdeck sold 346,743 Paycom shares in Q2 2026, an estimated $45.2M.
  • Paycom made up 0.13% of John Overdeck's portfolio in Q2 2026, its #173 holding.
  • John Overdeck first reported a position in Paycom in Q4 2014 and has held it in 35 quarters since.
  • John Overdeck's Paycom position peaked at $212M in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.