← Holdings
PAYC

PAYCOM SOFTWARE INC

3 managers · $573M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrs
3
2025Q2 – 2026Q2 · -1 QoQ
Total position
$573M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Add+4.29%$427M0.57%Deep value / Contrarian long-term
Baillie GiffordTrim-36.55%$123M0.11%Long-term growth / Global allocation
MarathonTrim-18.25%$23M0.93%Capital cycle / Contrarian value
What managers say
2026-07-01The Monks Investment Trust (Baillie Gifford)BullMonks Investment Trust Annual Report - including the Notice of AGM - April 2026Detail →
2026-07-01The Monks Investment Trust (Baillie Gifford)BullMonks Valuation - 31 May 2026Detail →
2025-09-30Baillie Gifford Global Alpha Growth FundBullBaillie Gifford UK & Balanced Funds ICVC Interim Report - July 2025Detail →
2022-07-20Voss CapitalBullStock Comp in Software — Hidden Margin Deterioration?Detail →
13D/G Ownership Filings

Links open the original SEC EDGAR filing. Covers tracked managers only.

Earnings Calls
Q2 2026August 12, 2026
This quarter's results beat expectations, with the core being full automation + AI continuing to drive efficiency and customer value.
Total revenue $531M, +10% YoY; recurring revenue $505M, +11%; adjusted EBITDA margin 44.2% (+320bps).
This quarter saw the launch of Asset Management (the 45th product, tapping into a new TAM); Career & Succession Planning saw strong adoption; Project Arc became the largest system update in company history, with customers seeing 4x performance improvement; IWant AI has become the primary entry point for new users. In 1H, 11 million shares were repurchased (float -20%).
Management raised full-year guidance: revenue of $2.197-2.212B (+7-8%), adjusted EBITDA of $1.007-1.022B with a margin of ~46%, and raised free cash flow expectations to $650M+.
Signals are positive: management's tone was confident, emphasizing rapid adoption of new products and improved new-sales efficiency, with no negative signals.
Q1 2026May 7, 2026
FinancialsFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 18% · latest net margin 22.1% · FCF consistently positive

Revenue$2.05B
Rev. YoY+8.9%
Gross margin83.2%
Net margin22.1%
Net income$0.45B
Free cash flow$0.41B
Operating cash flow$0.68B
ROE26.2%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.