Paycom Software, Inc.
PAYC- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001590955
近 90 天,Paycom Software, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 601 家機構在 13F 申報持有,市值合計 $52.1 億;Oakmark(Harris Associates)和Fundsmith兩位大師持有。
2025 年第 2 季 13F 持有人
Paycom Software, Inc. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 750
- 較 2025 年第 1 季 +39 家
- 持有股數
- 5,032 萬
- 較 2025 年第 1 季 +59.9 萬 (+1.2%)
- 總市值
- $116.4 億
- 較 2025 年第 1 季 +$7.77 億 (+7.1%)
- 新進機構
- 105
- 另有 285 家加碼
- 清倉機構
- 66
- 另有 259 家減碼
另有 13 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 PAYC 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 601 | $52.1 億 |
| 2026 年第 1 季 | 600 | $55.1 億 |
| 2025 年第 4 季 | 720 | $79.6 億 |
| 2025 年第 3 季 | 733 | $104.8 億 |
| 2025 年第 2 季 | 750 | $116.4 億 |
| 2025 年第 1 季 | 724 | $108.9 億 |
| 2024 年第 4 季 | 707 | $97.1 億 |
| 2024 年第 3 季 | 671 | $79.0 億 |
| 2024 年第 2 季 | 642 | $67.4 億 |
| 2024 年第 1 季 | 660 | $88.5 億 |
| 2023 年第 4 季 | 678 | $90.6 億 |
| 2023 年第 3 季 | 708 | $112.9 億 |
| 2023 年第 2 季 | 697 | $145.8 億 |
| 2023 年第 1 季 | 688 | $138.9 億 |
| 2022 年第 4 季 | 709 | $140.0 億 |
| 2022 年第 3 季 | 678 | $148.3 億 |
| 2022 年第 2 季 | 649 | $124.4 億 |
| 2022 年第 1 季 | 655 | $154.5 億 |
| 2021 年第 4 季 | 682 | $183.5 億 |
| 2021 年第 3 季 | 663 | $218.1 億 |
| 2021 年第 2 季 | 626 | $159.3 億 |
| 2021 年第 1 季 | 628 | $162.3 億 |
2025 年第 2 季持有機構
每家機構持有 Paycom Software, Inc. 的股數、市值與佔組合比重;股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AXA S.A. | 57,446 | $1,329 萬 | 0.04% | +47,928+503.6% | 加碼 |
| Voya Investment Management LLC | 56,825 | $1,315 萬 | 0.01% | +33,105+139.6% | 加碼 |
| Alliancebernstein L.P. | 56,815 | $1,315 萬 | 0.00% | −25,750−31.2% | 減碼 |
| TCG Advisory Services, LLC | 55,496 | $1,284 萬 | 0.45% | +60+0.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 51,712 | $1,197 萬 | 0.02% | +490+1.0% | 加碼 |
| Jane Street Group, LLC | 51,515 | $1,192 萬 | 0.02% | +46,821+997.5% | 加碼 |
| North Star Asset Management Inc | 50,559 | $1,170 萬 | 0.49% | +740+1.5% | 加碼 |
| Lazard Asset Management LLC | 48,788 | $1,129 萬 | 0.02% | +8,177+20.1% | 加碼 |
| Great West Life Assurance Co | 48,263 | $1,117 萬 | 0.02% | −2,288−4.5% | 減碼 |
| New York State Teachers Retirement System | 47,459 | $1,098 萬 | 0.02% | +801+1.7% | 加碼 |
| Sone Capital Management, LLC | 47,122 | $1,090 萬 | 1.01% | +47,122 | 新進 |
| Quantinno Capital Management LP | 46,709 | $1,081 萬 | 0.05% | +5,479+13.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,947 | $1,063 萬 | 0.03% | −10,465−18.6% | 減碼 |
| Virginia Retirement Systems Et Al | 45,800 | $1,060 萬 | 0.07% | +7,500+19.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 44,600 | $1,032 萬 | 0.02% | +11,600+35.2% | 加碼 |
| Susquehanna International Group, LLP | 44,296 | $1,025 萬 | 0.02% | +3,938+9.8% | 加碼 |
| Baader Bank INC | 44,033 | $1,019 萬 | 0.88% | +33,919+335.4% | 加碼 |
| Hantz Financial Services, Inc. | 43,016 | $995.4 萬 | 0.16% | −2,648−5.8% | 減碼 |
| Victory Capital Management Inc | 42,165 | $975.7 萬 | 0.01% | +23,356+124.2% | 加碼 |
| Adams Diversified Equity Fund, Inc. | 41,500 | $960.3 萬 | 0.34% | +41,500 | 新進 |
| Ensign Peak Advisors, Inc | 41,257 | $954.7 萬 | 0.02% | +11,246+37.5% | 加碼 |
| Logan Capital Management Inc | 40,254 | $931.5 萬 | 0.43% | −583−1.4% | 減碼 |
| National Bank of Canada | 39,370 | $911.0 萬 | 0.01% | +11,000+38.8% | 加碼 |
| Avory & Company, LLC | 39,207 | $907.3 萬 | 5.53% | −822−2.1% | 減碼 |
| Stifel Financial Corp | 39,185 | $906.8 萬 | 0.01% | −711−1.8% | 減碼 |
| Pictet Asset Management Holding SA | 38,577 | $892.1 萬 | 0.01% | +11,881+44.5% | 加碼 |
| Calamos Advisors LLC | 37,502 | $867.8 萬 | 0.04% | +155+0.4% | 加碼 |
| State of Wisconsin Investment Board | 37,398 | $865.4 萬 | 0.02% | +8,164+27.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 35,625 | $824.4 萬 | 0.01% | −1,945−5.2% | 減碼 |
| Aviva PLC | 34,129 | $789.7 萬 | 0.02% | +13,473+65.2% | 加碼 |
| Millennium Management LLC | 33,930 | $785.1 萬 | 0.01% | +21,381+170.4% | 加碼 |
| Engineers Gate Manager LP | 32,739 | $757.6 萬 | 0.09% | +28,407+655.7% | 加碼 |
| Marks Group Wealth Management, Inc | 32,202 | $745.2 萬 | 0.69% | −635−1.9% | 減碼 |
| KBC Group NV | 32,153 | $744.0 萬 | 0.02% | +221+0.7% | 加碼 |
| Lafayette Investments, Inc. | 28,850 | $667.6 萬 | 1.35% | +510+1.8% | 加碼 |
| Macquarie Group Ltd | 28,745 | $665.1 萬 | 0.01% | +23,893+492.4% | 加碼 |
| Prudential Financial Inc | 28,031 | $648.6 萬 | 0.01% | +3,153+12.7% | 加碼 |
| Kennedy Capital Management, Inc. | 28,001 | $647.9 萬 | 0.15% | −774−2.7% | 減碼 |
| Amiral Gestion | 27,979 | $647.4 萬 | 2.79% | +27,979 | 新進 |
| First Foundation Advisors | 27,833 | $644.0 萬 | 0.24% | −493−1.7% | 減碼 |
| Teacher Retirement System of Texas | 27,348 | $632.8 萬 | 0.03% | +3,201+13.3% | 加碼 |
| Danske Bank A/S | 26,387 | $610.6 萬 | 0.02% | −3,497−11.7% | 減碼 |
| Greenline Partners, LLC | 26,205 | $606.4 萬 | 0.82% | −217−0.8% | 減碼 |
| Schroder Investment Management Group | 26,035 | $602.5 萬 | 0.01% | +24,226+1,339.2% | 加碼 |
| Cetera Investment Advisers | 25,946 | $600.4 萬 | 0.01% | +2,638+11.3% | 加碼 |
| APG Asset Management N.V. | 30,400 | $599.3 萬 | 0.02% | +1,900+6.7% | 加碼 |
| Dakota Wealth Management | 25,869 | $598.6 萬 | 0.13% | +3,676+16.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 25,864 | $598.5 萬 | 0.02% | +1,168+4.7% | 加碼 |
| Advisor Group Holdings, Inc. | 26,269 | $592.6 萬 | 0.01% | +16,717+175.0% | 加碼 |
| Johnson Financial Group, LLC | 25,000 | $578.5 萬 | 0.55% | +25,000 | 新進 |
| Schaper Benz & Wise Investment Counsel Inc | 24,761 | $573.0 萬 | 0.44% | −881−3.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 24,541 | $572.0 萬 | 0.01% | +745+3.1% | 加碼 |
| Treasurer of the State of North Carolina | 23,974 | $554.8 萬 | 0.02% | +675+2.9% | 加碼 |
| Canada Pension Plan Investment Board | 23,573 | $545.5 萬 | 0.00% | −10,527−30.9% | 減碼 |
| Natixis Advisors, L.P. | 23,441 | $542.4 萬 | 0.01% | −51,723−68.8% | 減碼 |
| Royal London Asset Management Ltd | 23,386 | $541.2 萬 | 0.01% | 00.0% | 不變 |
| Sovereign's Capital Management, LLC | 23,182 | $536.4 萬 | 2.87% | +1,792+8.4% | 加碼 |
| Sendero Wealth Management, LLC | 23,004 | $532.3 萬 | 0.66% | −8,622−27.3% | 減碼 |
| Ararat Capital Management, LP | 21,989 | $508.8 萬 | 2.31% | −30,051−57.7% | 減碼 |
| Asset Management One Co.,Ltd. | 21,864 | $505.9 萬 | 0.02% | +434+2.0% | 加碼 |
| Pinebridge Investments, L.P. | 21,764 | $503.6 萬 | 0.04% | +21,764 | 新進 |
| Allspring Global Investments Holdings, LLC | 20,632 | $482.4 萬 | 0.01% | −13,778−40.0% | 減碼 |
| ExodusPoint Capital Management, LP | 20,559 | $475.7 萬 | 0.06% | +20,559 | 新進 |
| Toronto Dominion Bank | 20,400 | $472.1 萬 | 0.01% | +3,140+18.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 20,138 | $466.3 萬 | 0.02% | +307+1.5% | 加碼 |
| AQR Capital Management LLC | 20,302 | $464.9 萬 | 0.00% | +1,147+6.0% | 加碼 |
| Callahan Advisors, LLC | 20,040 | $463.7 萬 | 0.42% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 20,000 | $462.8 萬 | 0.02% | +3,000+17.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 19,600 | $453.5 萬 | 0.03% | −1,300−6.2% | 減碼 |
| Cerity Partners LLC | 19,186 | $444.0 萬 | 0.01% | +8,886+86.3% | 加碼 |
| Storebrand Asset Management AS | 19,070 | $441.3 萬 | 0.01% | +11,811+162.7% | 加碼 |
| Lombard Odier Asset Management (Europe) Ltd | 19,000 | $439.7 萬 | 0.32% | +19,000 | 新進 |
| Abn Amro Investment Solutions | 18,875 | $436.8 萬 | 0.09% | +375+2.0% | 加碼 |
| Comerica Bank | 18,518 | $428.5 萬 | 0.02% | +5,493+42.2% | 加碼 |
| Atria Investments LLC | 18,294 | $423.3 萬 | 0.05% | +3,035+19.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 18,109 | $419.0 萬 | 0.01% | +18,109 | 新進 |
| Sit Investment Associates Inc | 17,970 | $415.8 萬 | 0.09% | −535−2.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 17,839 | $412.8 萬 | 0.02% | −655−3.5% | 減碼 |
| Public Employees Retirement System of Ohio | 17,347 | $401.4 萬 | 0.01% | +1,437+9.0% | 加碼 |
| Squarepoint Ops LLC | 17,264 | $399.5 萬 | 0.01% | +14,297+481.9% | 加碼 |
| Nomura Asset Management Co Ltd | 16,955 | $392.3 萬 | 0.01% | +1,707+11.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 16,889 | $390.8 萬 | 0.06% | +15,328+981.9% | 加碼 |
| Resona Asset Management Co.,Ltd. | 16,794 | $387.6 萬 | 0.02% | +419+2.6% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 16,215 | $375.2 萬 | 0.02% | −347−2.1% | 減碼 |
| Janney Montgomery Scott LLC | 15,939 | $368.8 萬 | 0.01% | +1,623+11.3% | 加碼 |
| Commonwealth Equity Services, LLC | 15,602 | $361.0 萬 | 0.00% | −9,438−37.7% | 減碼 |
| Forsta Ap-Fonden | 15,600 | $361.0 萬 | 0.02% | +5,000+47.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,360 | $355.4 萬 | 0.03% | +1,700+12.4% | 加碼 |
| Arizona State Retirement System | 15,218 | $352.1 萬 | 0.02% | +210+1.4% | 加碼 |
| 2Xideas AG | 15,174 | $351.1 萬 | 0.60% | −4,150−21.5% | 減碼 |
| Kestra Advisory Services, LLC | 14,970 | $346.4 萬 | 0.02% | −1,701−10.2% | 減碼 |
| Nisa Investment Advisors, LLC | 14,658 | $339.2 萬 | 0.02% | +6,866+88.1% | 加碼 |
| Advisory Services Network, LLC | 14,521 | $336.2 萬 | 0.05% | −321−2.2% | 減碼 |
| Shaker Investments LLC | 14,298 | $330.9 萬 | 1.35% | −535−3.6% | 減碼 |
| State of Michigan Retirement System | 14,273 | $330.3 萬 | 0.02% | +500+3.6% | 加碼 |
| TD Asset Management Inc | 14,196 | $328.5 萬 | 0.00% | −69−0.5% | 減碼 |
| Mediolanum International Funds Ltd | 14,323 | $325.5 萬 | 0.04% | −8,435−37.1% | 減碼 |
| Cumberland Partners Ltd | 14,025 | $324.5 萬 | 0.23% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 13,814 | $319.7 萬 | 0.12% | −636−4.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 13,775 | $318.7 萬 | 0.00% | −499−3.5% | 減碼 |