Lauterbach Financial Advisors’s Paycom PAYC Stock Holding History

Lauterbach Financial Advisors’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	$251K	Sell	2,067 -994	-32%	-$133K	0.12%	71
2025 Q4	$488K	Buy	3,061 +7	+0.2%	+$1.24K	0.24%	52
2025 Q3	$636K	Buy	3,054 +5	+0.2%	+$1.13K	0.32%	40
2025 Q2	$705K	Buy	3,049 +5	+0.2%	+$1.19K	0.39%	34
2025 Q1	$665K	Buy	3,044 +5	+0.2%	+$1.05K	0.41%	32
2024 Q4	$623K	Buy	3,039 +5	+0.2%	+$1.02K	0.38%	35
2024 Q3	$505K	Buy	3,034 +7	+0.2%	+$1.12K	0.31%	40
2024 Q2	$497K	Buy	3,027 +8	+0.3%	+$1.37K	0.33%	38
2024 Q1	$601K	Buy	3,019 +5	+0.2%	+$956	0.39%	30
2023 Q4	$623K	Buy	3,014 +6	+0.2%	+$1.27K	0.43%	26
2023 Q3	$780K	Buy	3,008 +4	+0.1%	+$1.22K	0.61%	20
2023 Q2	$965K	Buy	3,004 +4	+0.1%	+$1.18K	0.74%	17
2023 Q1	$912K	Hold	3,000	–	–	0.74%	17
2022 Q4	$931K	Hold	3,000	–	–	0.83%	17
2022 Q3	$990K	Hold	3,000	–	–	1.01%	14
2022 Q2	$840K	Hold	3,000	–	–	0.8%	15
2022 Q1	$1.04M	Hold	3,000	–	–	0.94%	13
2021 Q4	$1.25M	Buy	+3,000	New	+$1.42M	1.1%	12

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

Lauterbach Financial Advisors's PAYC Position: Q1 2026 in Review

Lauterbach Financial Advisors reduced its Paycom (PAYC) stake by 32% in Q1 2026, selling an estimated $133K and leaving 2,067 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #71.

Lauterbach Financial Advisors first reported a position in PAYC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.25M in Q4 2021. 594 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

Lauterbach Financial Advisors held 2,067 shares of Paycom worth $251K as of Q1 2026.
Lauterbach Financial Advisors sold 994 Paycom shares in Q1 2026, an estimated $133K.
Paycom made up 0.12% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #71 holding.
Lauterbach Financial Advisors first reported a position in Paycom in Q4 2021 and has held it in 18 quarters since.
Lauterbach Financial Advisors's Paycom position peaked at $1.25M in Q4 2021.
594 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.