Terry Smith’s Paycom PAYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.7M | Sell |
100,763
-118,694
| -54% | -$15.5M | 0.09% | 41 |
|
|
2026
Q1 | $26.7M | Sell |
219,457
-303,976
| -58% | -$40.7M | 0.21% | 22 |
|
|
2025
Q4 | $83.4M | Hold |
523,433
| – | – | 0.49% | 23 |
|
|
2025
Q3 | $109M | Buy |
523,433
+109,923
| +27% | +$24.8M | 0.55% | 21 |
|
|
2025
Q2 | $95.7M | Hold |
413,510
| – | – | 0.42% | 23 |
|
|
2025
Q1 | $90.3M | Buy |
413,510
+90,899
| +28% | +$19.2M | 0.41% | 27 |
|
|
2024
Q4 | $66.1M | Hold |
322,611
| – | – | 0.28% | 33 |
|
|
2024
Q3 | $53.7M | Hold |
322,611
| – | – | 0.21% | 37 |
|
|
2024
Q2 | $46.1M | Sell |
322,611
-2,660
| -0.8% | -$456K | 0.19% | 37 |
|
|
2024
Q1 | $64.7M | Buy |
325,271
+167,427
| +106% | +$32M | 0.25% | 34 |
|
|
2023
Q4 | $32.6M | Sell |
157,844
-2,060
| -1% | -$436K | 0.14% | 38 |
|
|
2023
Q3 | $41.5M | Sell |
159,904
-1,103
| -0.7% | -$336K | 0.19% | 35 |
|
|
2023
Q2 | $51.7M | Hold |
161,007
| – | – | 0.22% | 34 |
|
|
2023
Q1 | $48.9M | Hold |
161,007
| – | – | 0.21% | 33 |
|
|
2022
Q4 | $50M | Sell |
161,007
-301
| -0.2% | -$97.1K | 0.23% | 33 |
|
|
2022
Q3 | $53.2M | Sell |
161,308
-94,414
| -37% | -$32.5M | 0.25% | 35 |
|
|
2022
Q2 | $71.6M | Sell |
255,722
-2,341
| -0.9% | -$691K | 0.32% | 31 |
|
|
2022
Q1 | $89.4M | Buy |
258,063
+39,689
| +18% | +$13.3M | 0.31% | 34 |
|
|
2021
Q4 | $90.7M | Buy |
218,374
+468
| +0.2% | +$222K | 0.22% | 34 |
|
|
2021
Q3 | $108M | Buy |
217,906
+784
| +0.4% | +$349K | 0.3% | 32 |
|
|
2021
Q2 | $78.9M | Buy |
217,122
+1,190
| +0.6% | +$422K | 0.22% | 33 |
|
|
2021
Q1 | $79.9M | Buy |
215,932
+906
| +0.4% | +$357K | 0.25% | 32 |
|
|
2020
Q4 | $97.2M | Buy |
215,026
+232
| +0.1% | +$92.4K | 0.32% | 30 |
|
|
2020
Q3 | $66.9M | Buy |
214,794
+18,868
| +10% | +$5.51M | 0.26% | 29 |
|
|
2020
Q2 | $60.7M | Buy |
195,926
+21,320
| +12% | +$5.67M | 0.26% | 30 |
|
|
2020
Q1 | $35.3M | Buy |
174,606
+3,678
| +2% | +$1.01M | 0.2% | 31 |
|
|
2019
Q4 | $45.3M | Hold |
170,928
| – | – | 0.21% | 29 |
|
|
2019
Q3 | $35.8M | Hold |
170,928
| – | – | 0.18% | 28 |
|
|
2019
Q2 | $38.8M | Hold |
170,928
| – | – | 0.2% | 29 |
|
|
2019
Q1 | $32.3M | Hold |
170,928
| – | – | 0.18% | 29 |
|
|
2018
Q4 | $20.9M | Buy |
+170,928
| New | +$21.9M | 0.13% | 30 |
|
Other funds holding PAYC
RP
Terry Smith's PAYC Position: Q2 2026 in Review
Terry Smith reduced its Paycom (PAYC) stake by 54% in Q2 2026, selling an estimated $15.5M and leaving 100,763 shares worth $12.7M. The position accounts for 0.09% of the portfolio, ranked #41.
Terry Smith first reported a position in PAYC in Q4 2018 and has held it in 31 quarters since. The position peaked at $109M in Q3 2025. 595 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.
- Terry Smith held 100,763 shares of Paycom worth $12.7M as of Q2 2026.
- Terry Smith sold 118,694 Paycom shares in Q2 2026, an estimated $15.5M.
- Paycom made up 0.09% of Terry Smith's portfolio in Q2 2026, its #41 holding.
- Terry Smith first reported a position in Paycom in Q4 2018 and has held it in 31 quarters since.
- Terry Smith's Paycom position peaked at $109M in Q3 2025.
- 595 funds tracked by Wall St. Rank held Paycom as of Q2 2026.
Based on Fundsmith LLP's 13F filing for Q2 2026, filed 14 Aug 2026.