What Makes Paycom Software (PAYC) a Good Long-Term Business?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Paycom Software Inc. (PAYC)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 3,040,085 | $664,197,771 | -14% | 1.12% |
| 2. | Sylebra Capital Management Daniel Patrick Gibson | 1,549,872 | $338,616,035 | -22% | 17.06% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 537,554 | $117,444,798 | +34% | 0.1% |
| 4. | Alyeska Investment Group Anand Parekh | 523,802 | $114,440,261 | 0.46% | |
| 5. | Fundsmith LLP Terry Smith | 413,510 | $90,343,665 | +29% | 0.41% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $145.68 | 150 | $21,852.00 | 8,230 | 2024-06-05 | Filing | |
| $201.86 | 1 | $201.86 | 4,703,908 | 2023-12-14 | Filing | |
| $159.20 | 314 | $49,988.80 | 6,864 | 2023-11-03 | Filing | |
| $213.64 | 2 | $427.28 | 16 | 2019-10-17 | Filing | |
| $117.83 | 3 | $353.48 | 14 | 2018-12-20 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $253.61 | 19 | $4,818.59 | 27,233 | 2025-06-12 | Filing | |
| $252.36 | 19 | $4,794.84 | 27,252 | 2025-06-12 | Filing | |
| $250.75 | 289 | $72,466.75 | 27,271 | 2025-06-12 | Filing | |
| $250.16 | 880 | $220,140.80 | 27,560 | 2025-06-12 | Filing | |
| $249.03 | 131 | $32,622.93 | 28,440 | 2025-06-12 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,457,923 | $1,192,447,017 | 0.02% | |
| 2. | 3,871,671 | $845,882,605 | 0.02% | |
| 3. | 3,097,854 | $676,819,145 | 2.13% | |
| 4. | 2,382,322 | $520,489,834 | 0.03% | |
| 5. | 1,935,433 | $422,853,402 | 0.02% |
News See All
TD Cowen Raises Paycom (PAYC) Price Target, Maintains Hold Rating
On June 4, TD Cowen increased its price target on Paycom Software, Inc.
Jefferies Increased the Price Objective of Paycom Software, Inc. (PAYC)
This modification reflects an updated assessment of Paycom Software, Inc.
Paycom Software, Inc. (NYSE:PAYC) Q1 2025 Earnings Call Transcript
Operator: Good afternoon. My name is Lauren, and I will be your conference operator today.
Paycom Software, Inc. (PAYC): A Bull Case Theory
We came across a bullish thesis on Paycom Software, Inc. (PAYC) on Substack by Sabar Capital. In this article, we will summarize the bulls’ thesis on PAYC. Paycom Software, Inc.
Jim Cramer Put These 16 Stocks Under a Microscope
“When you see a grizzly bear in Yellowstone National Park, you call a park ranger because these bears are dangerous… but the grizzlies turn into teddy bears when the rangers come, and you can't even...
Here’s What Lifted Paycom Software (PAYC) Stock up More Than 20%
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Paycom Software, Inc. (NYSE:PAYC) Q4 2024 Earnings Call Transcript
Operator: Good afternoon. My name is Cameron, and I will be your conference operator today.
10 Best Human Resources Stocks To Invest In
According to a report by Reuters on January 23, the number of citizens in the United States applying for unemployment benefits rose slightly during the week before the release of this report.
Does Paycom Software (PAYC) Have a Long Runway for Growth?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.