Linden Thomas Advisory Services’s Paycom PAYC Stock Holding History

Linden Thomas Advisory Services’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	$301K	Sell	2,391 -25	-1%	-$3.26K	0.02%	474
2026 Q1	$294K	Buy	+2,416	New	+$323K	0.03%	448
2024 Q2	–	Sell	-8,087	Closed	-$1.61M	–	475
2024 Q1	$1.61M	Buy	8,087 +569	+8%	+$109K	0.26%	140
2023 Q4	$1.55M	Buy	7,518 +225	+3%	+$47.6K	0.29%	129
2023 Q3	$1.89M	Buy	7,293 +1,056	+17%	+$322K	0.42%	52
2023 Q2	$2M	Buy	6,237 +215	+4%	+$63.4K	0.45%	48
2023 Q1	$1.83M	Buy	6,022 +135	+2%	+$40.6K	0.45%	56
2022 Q4	$1.83M	Buy	+5,887	New	+$1.9M	0.51%	42

Other funds holding PAYC

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.5B AUM 31.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Linden Thomas Advisory Services's PAYC Position: Q2 2026 in Review

Linden Thomas Advisory Services reduced its Paycom (PAYC) stake by 1% in Q2 2026, selling an estimated $3.26K and leaving 2,391 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #474.

Linden Thomas Advisory Services first reported a position in PAYC in Q4 2022 and has held it in 8 quarters since. The position peaked at $2M in Q2 2023. 127 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

Linden Thomas Advisory Services held 2,391 shares of Paycom worth $301K as of Q2 2026.
Linden Thomas Advisory Services sold 25 Paycom shares in Q2 2026, an estimated $3.26K.
Paycom made up 0.02% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #474 holding.
Linden Thomas Advisory Services first reported a position in Paycom in Q4 2022 and has held it in 8 quarters since.
Linden Thomas Advisory Services's Paycom position peaked at $2M in Q2 2023.
127 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.