$PAYC is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.94%, with an average of 0.26% of portfolio. Largest holder: Intrinsic Value Partners, LLC at 1.94%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
PAYCOM SOFTWARE INC
13F holders
603
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 603 · Source: 13F-HR01
First Financial Corp.
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02
Parthenon LLC
—
—
03
State Street
—
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04
Harris Associates L P
—
—
05
Leuthold Group, LLC
—
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06
Axa S.a.
—
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07
Ar Asset Management Inc.
—
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08
Independent Investors Inc.
—
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09
Sava Infond d.o.o.
—
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10
Exor N.V.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
Intrinsic Value Partners, LLC
1.94% held
α +13.8pts
02
River Road Asset Management, LLC
0.74% held
α +12.9pts
03
Voloridge Investment Management, LLC
0.16% NEW
α +15.5pts
04
Aigen Investment Management, LP
0.12% NEW
α +50.5pts
05
WINTON GROUP Ltd
0.05% held
α +27.0pts
06
Quarry LP
0.02% held
α +10.6pts
07
Connor, Clark & Lunn Investment Management Ltd.
0.02% held
α +12.3pts
08
Fulton Bank, N.a.
0.01% held
α +23.8pts
09
Citigroup Inc.
0.01% held
α +26.3pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
11
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
12
Wellington Management Group LLP
0.00% held
α +10.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $PAYC in the recent window.
Congress trades · last 90 days
7 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $PAYC lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $PAYC — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:05 UTC.