Paycom Software, Inc.: which funds bought and sold

Institutions that bought and sold Paycom Software shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 288 institutions that filed 13F reports for both quarters added to or opened positions in Paycom Software, and 319 cut or closed them. Together they sold a net 3.8M shares, −8.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.5M shares (−11.3%); index fund managers were net sellers of 2.2M shares (−14.5%). 101 opened a new position and 98 sold out entirely.

Bought, Q2 2026 288 institutions, 101 of them new holders Sold, Q2 2026 319 institutions, 98 of them sold out

Net change, all compared −3.8M shares (−8.4%)

Net change, active managers −1.5M shares (−11.3%), 32 bought, 35 sold

Buyers versus sellers

institutions compared, 682

288 bought 75 319 sold

Active managers and hedge funds 32 bought · 35 sold · −1.5M

Index fund managers 1 bought · 9 sold · −2.2M

Other institutions 255 bought · 275 sold · −157K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+428K +942.2%	474K	$59.5M
Quantinno Capital Management LP	+306K +111.2%	582K	$73.1M
Gotham Asset Management, LLC Hedge fund	+296K +437.4%	364K	$45.8M
Equity Investment Corp	+295K New position	295K	$37.1M
AQR Capital Management LLC Hedge fund	+214K +246.3%	301K	$37.9M
Reinhart Partners, Llc.	+204K +20.1%	1.2M	$153M
Harris Associates L P Active manager	+140K +4.3%	3.4M	$427M
HRT Financial LP	+130K +55.7%	365K	$45.8M
Marshall Wace, LLP Hedge fund	+110K +40.8%	380K	$47.8M
Danske Bank A/S	+108K New position	108K	$13.6M
Bank Of America Corp	+103K +61.2%	272K	$34.1M
Capital Fund Management S.A. Hedge fund	+97K +337.2%	126K	$15.9M
SG Americas Securities, LLC	+92K +1516.1%	99K	$12.4M
First Trust Advisors LP	+92K +10.5%	974K	$122M
Robeco Institutional Asset Management B.V.	+90K +153.2%	148K	$18.6M
Acadian Asset Management LLC Active manager	+87K +5507.5%	89K	$11.2M
Sather Financial Group Inc	+74K +23.8%	385K	$48.4M
BNP Paribas Asset Management Holding S.A.	+69K +8.5%	879K	$111M
Ensign Peak Advisors, Inc	+68K +614.0%	79K	$9.9M
Corient Private Wealth LP	+68K +372.7%	86K	$10.8M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+428K +942.2%	474K	$59.5M
Gotham Asset Management, LLC Hedge fund	+296K +437.4%	364K	$45.8M
AQR Capital Management LLC Hedge fund	+214K +246.3%	301K	$37.9M
Harris Associates L P Active manager	+140K +4.3%	3.4M	$427M
Marshall Wace, LLP Hedge fund	+110K +40.8%	380K	$47.8M
Capital Fund Management S.A. Hedge fund	+97K +337.2%	126K	$15.9M
Acadian Asset Management LLC Active manager	+87K +5507.5%	89K	$11.2M
Tudor Investment Corp Et Al Hedge fund	+65K New position	65K	$8.2M
Exoduspoint Capital Management, LP Hedge fund	+61K +76.6%	141K	$17.8M
Algert Global LLC Hedge fund	+50K New position	50K	$6.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−1.0M −16.7%	5.0M	$632M
Baillie Gifford & Co Active manager	−562K −36.6%	975K	$123M
Worldquant Millennium Advisors LLC Hedge fund	−551K −97.6%	14K	$1.7M
Sylebra Capital LLC	−530K −77.0%	159K	$19.9M
FMR LLC Active manager	−501K −41.9%	696K	$87.5M
Two Sigma Investments, LP Hedge fund	−347K −19.8%	1.4M	$176M
State Street Corp Index funds	−344K −19.9%	1.4M	$174M
Millennium Management LLC Hedge fund	−342K −74.0%	120K	$15.1M
Voloridge Investment Management, LLC Hedge fund	−333K Sold out	0	—
Vanguard Portfolio Management LLC Index funds	−321K −13.4%	2.1M	$260M
Vanguard Capital Management LLC Index funds	−260K −12.4%	1.8M	$232M
Morgan Stanley	−203K −24.8%	617K	$77.5M
Anchor Capital Advisors LLC	−183K Sold out	0	—
UBS Group AG	−159K −31.4%	347K	$43.6M
Goldman Sachs Group Inc	−158K −19.4%	655K	$82.3M
BNP Paribas Financial Markets	−134K −55.7%	107K	$13.4M
Citadel Advisors LLC Hedge fund	−131K −77.2%	39K	$4.9M
Fundsmith LLP Active manager	−119K −54.1%	101K	$12.7M
Geode Capital Management, LLC Index funds	−110K −8.3%	1.2M	$152M
Aware Super Pty Ltd As Trustee Of Aware Super	−100K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Baillie Gifford & Co Active manager	−562K −36.6%	975K	$123M
Worldquant Millennium Advisors LLC Hedge fund	−551K −97.6%	14K	$1.7M
FMR LLC Active manager	−501K −41.9%	696K	$87.5M
Two Sigma Investments, LP Hedge fund	−347K −19.8%	1.4M	$176M
Millennium Management LLC Hedge fund	−342K −74.0%	120K	$15.1M
Voloridge Investment Management, LLC Hedge fund	−333K Sold out	0	—
Citadel Advisors LLC Hedge fund	−131K −77.2%	39K	$4.9M
Fundsmith LLP Active manager	−119K −54.1%	101K	$12.7M
Woodline Partners LP Hedge fund	−93K −76.1%	29K	$3.7M
Trexquant Investment LP Hedge fund	−63K −34.4%	120K	$15.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Equity Investment Corp	295K	$37.1M
Danske Bank A/S	108K	$13.6M
Tudor Investment Corp Et AlHedge fund	65K	$8.2M
Algert Global LLCHedge fund	50K	$6.3M
Logan Capital Management Inc	41K	$5.1M
Greenwich Wealth Management LLC	41K	$5.1M
Van Eck Associates Corp	39K	$4.9M
Illinois Municipal Retirement Fund	26K	$3.3M
Leuthold Group, LLC	25K	$3.1M
Bridgewater Associates, LPHedge fund	20K	$2.5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Voloridge Investment Management, LLCHedge fund	333K	$40.5M
Anchor Capital Advisors LLC	183K	$22.3M
Aware Super Pty Ltd As Trustee Of Aware Super	100K	$12.2M
Bli - Banque De Luxembourg Investments	56K	$8.9M
Pfa Pension, Forsikringsaktieselskab	52K	$6.3M
Polen Capital Management LLCActive manager	31K	$3.7M
Pensiondanmark Pensionsforsikringsaktieselskab	28K	$3.4M
Swedbank AB	24K	$2.9M
Holocene Advisors, LPHedge fund	24K	$2.9M
APG Asset Management N.V.	26K	$2.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 592
Ten largest holders: 47.1%
Index fund managers: 30.8%
Active managers and hedge funds: 28.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	32	35	11	9	−1.5M	−11.3%
Index fund managers	1	9	0	0	−2.2M	−14.5%
Other institutions	255	275	90	89	−157K	−0.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Paycom Software.

Only managers that filed a holdings report for both quarters are compared (682 here). 20 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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