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Sylebra Capital’s Paycom PAYC Stock Holding History

Sylebra Capital’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 		$19.9M Sell
158,734
-530,311
-77% -$69.2M 2.11% 5
2026
Q1 		$83.7M Sell
689,045
-287,711
-29% -$38.5M 10.82% 4
2025
Q4 		$156M Sell
976,756
-375,541
-28% -$66.5M 13.5% 4
2025
Q3 		$281M Sell
1,352,297
-76,785
-5% -$17.3M 15.54% 3
2025
Q2 		$331M Sell
1,429,082
-120,790
-8% -$28.6M 13.47% 3
2025
Q1 		$339M Sell
1,549,872
-412,596
-21% -$87M 17.06% 1
2024
Q4 		$402M Hold
1,962,468
– – 15.07% 1
2024
Q3 		$327M Buy
1,962,468
+5,000
+0.3% +$800K 10.81% 2
2024
Q2 		$280M Buy
1,957,468
+685,190
+54% +$117M 10.38% 3
2024
Q1 		$253M Buy
+1,272,278
New +$243M 8.41% 4

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

Sylebra Capital's PAYC Position: Q2 2026 in Review

Sylebra Capital reduced its Paycom (PAYC) stake by 77% in Q2 2026, selling an estimated $69.2M and leaving 158,734 shares worth $19.9M. The position accounts for 2.11% of the portfolio, ranked #5.

Sylebra Capital first reported a position in PAYC in Q1 2024 and has held it in 10 quarters since. The position peaked at $402M in Q4 2024. 596 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

  • Sylebra Capital held 158,734 shares of Paycom worth $19.9M as of Q2 2026.
  • Sylebra Capital sold 530,311 Paycom shares in Q2 2026, an estimated $69.2M.
  • Paycom made up 2.11% of Sylebra Capital's portfolio in Q2 2026, its #5 holding.
  • Sylebra Capital first reported a position in Paycom in Q1 2024 and has held it in 10 quarters since.
  • Sylebra Capital's Paycom position peaked at $402M in Q4 2024.
  • 596 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Sylebra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.