Paycom
PAYC
718 hedge funds and large institutions have $8.12B invested in Paycom in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 239 increasing their positions, 278 reducing their positions, and 115 closing their positions.
2.23% more ownership
Funds ownership: 87.22% → 89.45% (+2.2%)
3% more call options, than puts
Call options by funds: $73.6M | Put options by funds: $71.3M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less first-time investments, than exits
New positions opened: 111 | Existing positions closed: 115
2% less funds holding
Funds holding: 732 → 718 (-14)
14% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 278
23% less capital invested
Capital invested by funds: $10.5B → $8.12B (-$2.36B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$231M |
| 2 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$95.3M |
| 3 |
CAM
Contour Asset Management
New York
|
+$67.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$60.9M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$57.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Polen Capital Management
Boca Raton,
Florida
|
-$142M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$129M |
| 3 |
SC
Sylebra Capital
Palo Alto,
California
|
-$66.5M |
| 4 |
Two Sigma Investments
New York
|
-$42.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$40.2M |
PAYC Hedge Fund Activity: Q4 2025 in Review
718 of the 8,261 institutional investors tracked by Wall St. Rank reported a position in Paycom (PAYC) for Q4 2025, worth a combined $8.12B — down 23% from $10.5B a quarter earlier.
Sellers outnumbered buyers: 115 funds closed out of PAYC and 111 opened new positions — a net loss of 4 holders — while 278 trimmed existing stakes and 239 added.
The largest buyer was Harris Associates, adding an estimated $231M. The largest seller was Polen Capital Management, cutting an estimated $142M.
- 718 institutional investors held Paycom (PAYC) as of Q4 2025, down from 732 in Q3 2025.
- Funds reported $8.12B of Paycom stock for Q4 2025, down 23% quarter-over-quarter.
- 111 funds opened new Paycom positions in Q4 2025 and 115 closed out, a net change of -4 holders.
- The largest Paycom buyer in Q4 2025 was Harris Associates, an estimated $231M added.
- The largest Paycom seller in Q4 2025 was Polen Capital Management, an estimated $142M sold.
Based on aggregated 13F filings for Q4 2025.