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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Marathon Asset Management (UK)'s PAYC Position: Q1 2026 in Review

Marathon Asset Management (UK) increased its Paycom (PAYC) stake by 8.8% in Q1 2026, buying an estimated $2.43M and bringing the position to 223,315 shares worth $27.1M. The position accounts for 1.04% of the portfolio, ranked #36.

Marathon Asset Management (UK) first reported a position in PAYC in Q3 2023 and has held it in 11 quarters since. The position peaked at $62.1M in Q2 2025. 595 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

  • Marathon Asset Management (UK) held 223,315 shares of Paycom worth $27.1M as of Q1 2026.
  • Marathon Asset Management (UK) bought 18,145 Paycom shares in Q1 2026, an estimated $2.43M.
  • Paycom made up 1.04% of Marathon Asset Management (UK)'s portfolio in Q1 2026, its #36 holding.
  • Marathon Asset Management (UK) first reported a position in Paycom in Q3 2023 and has held it in 11 quarters since.
  • Marathon Asset Management (UK)'s Paycom position peaked at $62.1M in Q2 2025.
  • 595 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

Based on Marathon Asset Management (UK)'s 13F filing for Q1 2026, filed 24 Apr 2026.