PAYC
Paycom Software, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S May 18 1 insider sell $351.3K at $140.50
- S Aug 27 to Aug 28 2 days of insider sells: $670.2K by 1 insider, avg $237.82
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $1.0M.
- InstitutionsMIXED
Q2 2026: 44 added (1 new), 45 trimmed or exited. Largest new: Danske Bank A/S $13.6M.
- AnalystsBULLISH
12 of 28 rate it Buy or better.
- TrendUPTREND
15% above its 50-day average. New closing high $274.59 on Oct 23.
- SocialQUIET
No Reddit mentions this week. Last mention Oct 15.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BAILLIE GIFFORD & CO | TRIM | $122.6M |
| FMR LLC | TRIM | $87.5M |
| Quantinno Capital Management LP | DOUBLED | $73.1M |
| AMERICAN CENTURY COMPANIES INC | DOUBLED | $59.5M |
| MARSHALL WACE, LLP | ADD | $47.8M |
| HRT FINANCIAL LP | ADD | $45.8M |
| Gotham Asset Management, LLC | DOUBLED | $45.8M |
| UBS Group AG | TRIM | $43.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
28 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 26, 2026 | 🔒 Fresh data, subscribers only MAINTAIN | |
| Oct 23, 2026 | Guggenheim MAINTAIN | Buy |
| Oct 13, 2026 | Barclays MAINTAIN | Equal-Weight |
| Oct 2, 2026 | TD Cowen MAINTAIN | Buy |
| Sep 21, 2026 | Keybanc MAINTAIN | Overweight |
| Sep 1, 2026 | UBS MAINTAIN | Buy |
| Date | Member | Type | Amount |
|---|---|---|---|
| Mar 13, 2026 | 🔒 Fresh data, subscribers only | BUY | |
| Feb 12, 2026 | Anthony Wied R· HOUSE· Joint account· Paycom Software Inc | SELL | $15,001 - $50,000 |
| Sep 23, 2025 | Julie Johnson D· HOUSE· Joint account· Paycom Software Inc | SELL | $1,001 - $15,000 |
| Sep 23, 2025 | Julie Johnson D· HOUSE· Joint account· Paycom Software Inc | BUY | $1,001 - $15,000 |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 28, 2026 | Hadlock Terrell Shane President/Chief Client Officer | SELL | $57.9K |
| Aug 27, 2026 | Hadlock Terrell Shane President/Chief Client Officer | SELL | $223.9K |
| Aug 27, 2026 | Hadlock Terrell Shane President/Chief Client Officer | SELL | $388.4K |
| Aug 10, 2026 | Boelte Craig E. Director | GIFT | 1,000 sh |
| Jul 8, 2026 | Boelte Craig E. Director | AWARD | 1,353 sh |
| Jul 8, 2026 | KERBER WILLIAM XAVIER III Director | AWARD | 1,353 sh |
| Jun 15, 2026 | Richison Chad R. CEO and Chairman | GIFT | 12,500 sh |
| May 18, 2026 | Peck Randall Chief Operating Officer | SELL | $351.3K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 1 bullish · 0 bearish · 4 neutral- BULLISH INST-CLUSTEROct 23, 2026
Six institutional asset managers accumulated $55.1M in new Paycom Software positions during Q3…
The concentrated buying by active managers, especially Robeco's doubling to $67.1M, suggests a shared thesis around Paycom's fundamentals or a near-term catalyst. However, 13F data is 45+ days stale…
- NEUTRAL 8-KAug 3, 2026
Paycom Software, Inc. announced a regular quarterly cash dividend of $0.375 per share, payable on…
The dividend declaration is routine and in line with the company's existing capital return policy. Monitor the next quarterly earnings release for any changes to the dividend or broader financial…
- NEUTRAL INST-CLUSTERJun 12, 2026
In Q3 2024, 29 institutions accumulated $95.5M in PAYC (led by Fidelity's new $26.2M position…
The stark split between accumulation by Fidelity/Citadel/SEI and distribution by D.E. Shaw/Amundi signals deep ambiguity on PAYC's near-term trajectory. With analyst consensus at only 44% bullish…
- NEUTRAL 8-KApr 23, 2026
Paycom Software, Inc. amended and restated its credit agreement to increase the revolving credit…
Monitor future filings for any drawdowns on the expanded credit facility, which could indicate strategic initiatives such as acquisitions or share repurchases.
All PAYC filing & press-release reports (5)
- INST-CLUSTER reportOct 23, 2026
- 8-K reportAug 3, 2026
- INST-CLUSTER reportJun 12, 2026
- 8-K reportApr 23, 2026
- 8-K reportMar 5, 2026