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Marathon Asset Management (UK)’s Paycom PAYC Stock Holding History

Marathon Asset Management (UK)’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 		$22.9M Sell
182,561
-40,754
-18% -$5.31M 0.93% 36
2026
Q1 		$27.1M Buy
223,315
+18,145
+9% +$2.43M 1.04% 36
2025
Q4 		$32.7M Sell
205,170
-17,243
-8% -$3.06M 1.26% 30
2025
Q3 		$46.3M Sell
222,413
-45,872
-17% -$10.3M 1.7% 24
2025
Q2 		$62.1M Buy
268,285
+3,309
+1% +$784K 1.99% 17
2025
Q1 		$57.9M Sell
264,976
-25,771
-9% -$5.44M 1.77% 17
2024
Q4 		$59.6M Buy
290,747
+22,608
+8% +$4.6M 1.66% 17
2024
Q3 		$44.7M Sell
268,139
-26,113
-9% -$4.18M 1.23% 31
2024
Q2 		$42.1M Buy
294,252
+24,398
+9% +$4.18M 1.32% 33
2024
Q1 		$53.7M Buy
269,854
+14,881
+6% +$2.85M 1.43% 26
2023
Q4 		$52.7M Buy
254,973
+141,197
+124% +$29.9M 1.48% 24
2023
Q3 		$29.5M Buy
+113,776
New +$34.7M 0.92% 41

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

Marathon Asset Management (UK)'s PAYC Position: Q2 2026 in Review

Marathon Asset Management (UK) reduced its Paycom (PAYC) stake by 18% in Q2 2026, selling an estimated $5.31M and leaving 182,561 shares worth $22.9M. The position accounts for 0.93% of the portfolio, ranked #36.

Marathon Asset Management (UK) first reported a position in PAYC in Q3 2023 and has held it in 12 quarters since. The position peaked at $62.1M in Q2 2025. 600 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

  • Marathon Asset Management (UK) held 182,561 shares of Paycom worth $22.9M as of Q2 2026.
  • Marathon Asset Management (UK) sold 40,754 Paycom shares in Q2 2026, an estimated $5.31M.
  • Paycom made up 0.93% of Marathon Asset Management (UK)'s portfolio in Q2 2026, its #36 holding.
  • Marathon Asset Management (UK) first reported a position in Paycom in Q3 2023 and has held it in 12 quarters since.
  • Marathon Asset Management (UK)'s Paycom position peaked at $62.1M in Q2 2025.
  • 600 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Marathon Asset Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.