VarCov Co’s Paycom PAYC Stock Holding History

VarCov Co’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	$1.27M	Sell	10,076 -2,146	-18%	-$280K	0.48%	60
2026 Q1	$1.49M	Buy	+12,222	New	+$1.64M	0.55%	38

Other funds holding PAYC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VarCov Co's PAYC Position: Q2 2026 in Review

VarCov Co reduced its Paycom (PAYC) stake by 18% in Q2 2026, selling an estimated $280K and leaving 10,076 shares worth $1.27M. The position accounts for 0.48% of the portfolio, ranked #60.

VarCov Co first reported a position in PAYC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.49M in Q1 2026. 595 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

VarCov Co held 10,076 shares of Paycom worth $1.27M as of Q2 2026.
VarCov Co sold 2,146 Paycom shares in Q2 2026, an estimated $280K.
Paycom made up 0.48% of VarCov Co's portfolio in Q2 2026, its #60 holding.
VarCov Co first reported a position in Paycom in Q1 2026 and has held it in 2 quarters since.
VarCov Co's Paycom position peaked at $1.49M in Q1 2026.
595 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.