LMR Partners’s Paycom PAYC Stock Holding History

LMR 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	$240K	Sell	1,911 -3,152	-62%	-$411K	﹤0.01%	1298
2026 Q1	$615K	Buy	+5,063	New	+$677K	﹤0.01%	1064
2025 Q2	–	Sell	-10,000	Closed	-$2.18M	–	1574
2025 Q1	$2.18M	Buy	+10,000	New	+$2.11M	0.02%	652
2023 Q1	–	Sell	-2,573	Closed	-$798K	–	1139
2022 Q4	$798K	Sell	2,573 -1,086	-30%	-$350K	0.01%	757
2022 Q3	$1.21M	Buy	+3,659	New	+$1.26M	0.02%	671
2019 Q2	–	Sell	-19,804	Closed	-$3.75M	–	544
2019 Q1	$3.75M	Buy	+19,804	New	+$3.22M	0.19%	78
2018 Q4	–	Sell	-23,030	Closed	-$3.58M	–	449
2018 Q3	$3.58M	Sell	23,030 -45,990	-67%	-$6.19M	0.23%	87
2018 Q2	$6.82M	Buy	+69,020	New	+$7.44M	0.35%	66

Other funds holding PAYC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LMR Partners's PAYC Position: Q2 2026 in Review

LMR Partners reduced its Paycom (PAYC) stake by 62% in Q2 2026, selling an estimated $411K and leaving 1,911 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

LMR Partners first reported a position in PAYC in Q2 2018 and has held it in 8 quarters since. The position peaked at $6.82M in Q2 2018. 596 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

LMR Partners held 1,911 shares of Paycom worth $240K as of Q2 2026.
LMR Partners sold 3,152 Paycom shares in Q2 2026, an estimated $411K.
Paycom made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1298 holding.
LMR Partners first reported a position in Paycom in Q2 2018 and has held it in 8 quarters since.
LMR Partners's Paycom position peaked at $6.82M in Q2 2018.
596 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.