Sendero Wealth Management
PAYC icon

Sendero Wealth Management’s Paycom PAYC Stock Holding History

Sendero Wealth Management’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
Q3 		$7.43M Sell
34,131
-13,083
-28% -$2.55M 0.74% 24
2026
Q2 		$5.93M Buy
47,214
+9,295
+25% +$1.21M 0.59% 31
2026
Q1 		$4.61M Buy
37,919
+1,624
+4% +$217K 0.51% 37
2025
Q4 		$5.78M Buy
36,295
+21,137
+139% +$3.75M 0.64% 28
2025
Q3 		$3.15M Sell
15,158
-7,846
-34% -$1.77M 0.37% 54
2025
Q2 		$5.32M Sell
23,004
-8,622
-27% -$2.04M 0.66% 34
2025
Q1 		$6.91M Sell
31,626
-12,494
-28% -$2.64M 0.96% 26
2024
Q4 		$9.04M Sell
44,120
-2,350
-5% -$479K 1.35% 14
2024
Q3 		$7.74M Sell
46,470
-98
-0.2% -$15.7K 1.22% 20
2024
Q2 		$6.66M Buy
46,568
+6,494
+16% +$1.11M 1.12% 20
2024
Q1 		$7.98M Buy
40,074
+32,534
+431% +$6.22M 1.37% 13
2023
Q4 		$1.56M Buy
7,540
+330
+5% +$69.8K 0.29% 64
2023
Q3 		$1.87M Buy
7,210
+3,004
+71% +$916K 0.4% 53
2023
Q2 		$1.35M Buy
+4,206
New +$1.24M 0.3% 66

Other funds holding PAYC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sendero Wealth Management's PAYC Position: Q3 2026 in Review

Sendero Wealth Management reduced its Paycom (PAYC) stake by 28% in Q3 2026, selling an estimated $2.55M and leaving 34,131 shares worth $7.43M. The position accounts for 0.74% of the portfolio, ranked #24.

Sendero Wealth Management first reported a position in PAYC in Q2 2023 and has held it in 14 quarters since. The position peaked at $9.04M in Q4 2024. 358 funds tracked by Wall St. Rank hold PAYC as of Q3 2026.

  • Sendero Wealth Management held 34,131 shares of Paycom worth $7.43M as of Q3 2026.
  • Sendero Wealth Management sold 13,083 Paycom shares in Q3 2026, an estimated $2.55M.
  • Paycom made up 0.74% of Sendero Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Sendero Wealth Management first reported a position in Paycom in Q2 2023 and has held it in 14 quarters since.
  • Sendero Wealth Management's Paycom position peaked at $9.04M in Q4 2024.
  • 358 funds tracked by Wall St. Rank held Paycom as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.