Optimize Financial’s Paycom PAYC Stock Holding History

Optimize Financial’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
2025 Q1	–	Sell	-1,327	Closed	-$272K	–	269
2024 Q4	$272K	Buy	+1,327	New	+$270K	0.2%	153

Other funds holding PAYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Optimize Financial's PAYC Position: Q1 2025 in Review

Optimize Financial sold out of Paycom (PAYC) in Q1 2025, closing a stake of 1,327 shares — an estimated $272K sold.

Optimize Financial first reported a position in PAYC in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 722 funds tracked by Wall St. Rank hold PAYC as of Q1 2025.

Optimize Financial reported no remaining Paycom position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 1,327 Paycom shares in Q1 2025, an estimated $272K.
Optimize Financial first reported a position in Paycom in Q4 2024 and held it in 1 quarter.
Optimize Financial's Paycom position peaked at $272K in Q4 2024.
722 funds tracked by Wall St. Rank held Paycom as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.