Public record / Tickers / PAYC

PAYC — Paycom Software, Inc.†

Both disclosure regimes on one name: who in Congress filed about PAYC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
14
all PTR rows naming PAYC
Members · 12m
1
1 buys · 1 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

BUY · traded 2018-06-07 → filed 2018-06-15. Ranked over every PAYC row by the provable lower bound, never a point estimate.

1 member · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PAYC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PAYC
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32SELL JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32BUY JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31SELLTraded 04-14 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-13 +25d$1K–$15K
2025-10-07Julie Johnson D–TX-32SELL JT (jointly owned)Traded 09-25 +12d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 14 ↗

Members active in PAYC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing PAYC in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PAYC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
2 Fundsmith, Bridgewater Associates $26.7M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PAYCOM SOFTWARE INC

Merged timeline of congressional filings and notable-manager moves on PAYC
DateWhoChangeSize
2026-08-05Julie Johnson CongressSELL$1K–$15K
2026-08-05Julie Johnson CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+20,715 sh
2026-05-15Fundsmith 13FTRIM−303,976 sh
2026-05-15Bridgewater Associates 13FEXIT−40,295 sh
2026-05-14Caxton Associates 13FNEW+21,157 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PAYC for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$734M1
2HARRIS ASSOCIATES L P$396M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$291M1
4VANGUARD CAPITAL MANAGEMENT LLC$256M1
5TWO SIGMA INVESTMENTS, LP$212M1
6STATE STREET CORP$210M1
7BAILLIE GIFFORD & CO$187M1
8GEODE CAPITAL MANAGEMENT, LLC$161M1
9FMR LLC$146M1
10FIRST TRUST ADVISORS LP$107M1
11MORGAN STANLEY$99.7M1
12BNP Paribas Asset Management Holding S.A.$98.5M1
13SYLEBRA CAPITAL LLC$83.7M1
14Universal- Beteiligungs- und Servicegesellschaft mbH$79.9M1
15FEDERATED HERMES, INC.$74.0M1
16WORLDQUANT MILLENNIUM ADVISORS LLC$68.6M1
17River Road Asset Management, LLC$65.5M1
18DIMENSIONAL FUND ADVISORS LP$65.4M1
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$65.3M1
20UBS Group AG$61.5M1
21MILLENNIUM MANAGEMENT LLC$56.2M1
22CONFLUENCE INVESTMENT MANAGEMENT LLC$49.6M1
23Bank of New York Mellon Corp$41.0M1
24VOLORIDGE INVESTMENT MANAGEMENT, LLC$40.5M1
25NORTHERN TRUST CORP$40.4M1
26Sather Financial Group Inc$37.8M1
27VANGUARD FIDUCIARY TRUST CO$37.1M1
28Quantinno Capital Management LP$33.5M1
29JANE STREET GROUP, LLC$29.9M1
30PRINCIPAL FINANCIAL GROUP INC$29.6M1
31ALLIANCEBERNSTEIN L.P.$27.5M1
32Fundsmith LLP$26.7M1
33ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$26.2M1
34SUSQUEHANNA INTERNATIONAL GROUP, LLP$24.6M1
35RAYMOND JAMES FINANCIAL INC$23.9M1
36Invesco Ltd.$22.3M1
37ANCHOR CAPITAL ADVISORS LLC$22.3M1
38Trexquant Investment LP$22.3M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$21.2M1
40WELLS FARGO & COMPANY/MN$21.1M1
41CITADEL ADVISORS LLC$20.6M1
42BANK OF AMERICA CORP /DE/$20.5M1
43UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.8M1
44Qube Research & Technologies Ltd$16.9M1
45Legal & General Group Plc$16.8M1
46AMERIPRISE FINANCIAL INC$15.2M1
47Woodline Partners LP$14.9M1
48CITIGROUP INC$13.6M1
49HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$13.1M1
50ENVESTNET ASSET MANAGEMENT INC$13.1M1
51BROWN CAPITAL MANAGEMENT LLC$12.7M1
52Man Group plc$12.6M1
53Aware Super Pty Ltd as trustee of Aware Super$12.2M1
54PDT Partners, LLC$12.2M1
55Swiss National Bank$11.9M1
56AQR CAPITAL MANAGEMENT LLC$10.6M1
57Nuveen, LLC$10.5M1
58ExodusPoint Capital Management, LP$9.7M1
59Mitsubishi UFJ Trust & Banking Corp$9.5M1
60BLI - Banque de Luxembourg Investments$8.9M1
61Amundi$8.9M1
62CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$8.7M1
63CANADA PENSION PLAN INVESTMENT BOARD$8.6M1
64Baader Bank Aktiengesellschaft$8.4M1
65Gotham Asset Management, LLC$8.2M1
66LPL Financial LLC$7.9M1
67NORTH STAR ASSET MANAGEMENT INC$7.6M1
68MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.6M1
69ASSOCIATED BANC-CORP$7.6M1
70BARCLAYS PLC$7.6M1
71Creative Planning$7.4M1
72Fisher Asset Management, LLC$7.3M1
73Connor, Clark & Lunn Investment Management Ltd.$7.2M1
74Robeco Institutional Asset Management B.V.$7.1M1
75ROYAL BANK OF CANADA$6.9M1
76Ruffer LLP$6.7M1
77VOYA INVESTMENT MANAGEMENT LLC$6.7M1
78Baird Financial Group, Inc.$6.7M1
79Engineers Gate Manager LP$6.4M1
80PFA Pension, Forsikringsaktieselskab$6.3M1
81Quantbot Technologies LP$6.1M1
82FRANKLIN RESOURCES INC$5.8M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$5.6M1
84AMERICAN CENTURY COMPANIES INC$5.5M1
85Lafayette Investments, Inc.$5.5M1
86VANGUARD ASSET MANAGEMENT, Ltd$5.4M1
87PRUDENTIAL FINANCIAL INC$5.3M1
88HUB Investment Partners, LLC$5.3M1
89Sovereign's Capital Management, LLC$5.3M1
90Vest Financial, LLC$5.2M1
91Sendero Wealth Management, LLC$4.6M1
92Weiss Asset Management LP$4.4M1
93Berkeley, Inc$4.1M1
94XTX Topco Ltd$4.1M1
95BANK OF MONTREAL /CAN/$3.9M1
96Walleye Capital LLC$3.9M1
97VICTORY CAPITAL MANAGEMENT INC$3.9M1
98STATE OF WISCONSIN INVESTMENT BOARD$3.8M1
99POLEN CAPITAL MANAGEMENT LLC$3.7M1
100FIFTH THIRD BANCORP$3.2M1
101Greenline Partners, LLC$3.2M1
102Oak Thistle LLC$3.2M1
103ABN AMRO INVESTMENT SOLUTIONS$3.2M1
104NEW YORK STATE COMMON RETIREMENT FUND$3.1M1
105Johnson Financial Group, LLC$3.1M1
106STOREBRAND ASSET MANAGEMENT AS$2.9M1
107Vanguard Global Advisers, LLC$2.9M1
108Swedbank AB$2.9M1
109Holocene Advisors, LP$2.9M1
110Willis Investment Counsel$2.9M1
111Janus Henderson Group Ltd.$2.8M1
112Grantham, Mayo, Van Otterloo & Co. LLC$2.8M1
113SORA INVESTORS LLC$2.8M1
114APG Asset Management N.V.$2.7M1
115Y-Intercept (Hong Kong) Ltd$2.7M1
116RV Capital AG$2.7M1
117LEVEL FOUR ADVISORY SERVICES, LLC$2.6M1
118CAXTON ASSOCIATES LLP$2.6M1
119Kestra Advisory Services, LLC$2.6M1
120ROYAL LONDON ASSET MANAGEMENT LTD$2.6M1
121Empowered Funds, LLC$2.5M1
122Intrinsic Value Partners, LLC$2.5M1
123OPPENHEIMER ASSET MANAGEMENT INC.$2.5M1
124Avory & Company, LLC$2.4M1
125ABSHER WEALTH MANAGEMENT, LLC$2.3M1
126State of New Jersey Common Pension Fund D$2.3M1
127Marks Group Wealth Management, Inc$2.3M1
128Zurcher Kantonalbank (Zurich Cantonalbank)$2.2M1
129FIRST FOUNDATION ADVISORS$2.2M1
130Corient Private Wealth LLC$2.2M1
131OMERS ADMINISTRATION Corp$2.1M1
132Financial Advisors Network, Inc.$2.1M1
133HUSSMAN STRATEGIC ADVISORS, INC.$2.0M1
134Summit Trail Advisors, LLC$2.0M1
135PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.9M1
136SEI INVESTMENTS CO$1.9M1
137Elo Mutual Pension Insurance Co$1.7M1
138Mariner, LLC$1.7M1
139Arizona State Retirement System$1.7M1
140YOUSIF CAPITAL MANAGEMENT, LLC$1.6M1
141Brevan Howard Capital Management LP$1.6M1
142Cerity Partners LLC$1.6M1
143Cetera Investment Advisers$1.6M1
144NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.6M1
145Daiwa Securities Group Inc.$1.6M1
146Virtus Family Office LLC$1.6M1
147Tredje AP-fonden$1.6M1
148Philip James Wealth Mangement, LLC$1.6M1
149MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.6M1
150Vanguard Investments Australia, Ltd.$1.5M1
151Schonfeld Strategic Advisors LLC$1.5M1
152&PARTNERS$1.5M1
153Vident Advisory, LLC$1.5M1
154VARCOV Co.$1.5M1
155Focus Partners Wealth$1.5M1
156COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.5M1
157Candriam S.C.A.$1.5M1
158CastleKnight Management LP$1.4M1
159Walleye Trading LLC$1.4M1
160WINTON GROUP Ltd$1.4M1
161OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.4M1
162AXQ CAPITAL, LP$1.4M1
163Ensign Peak Advisors, Inc$1.3M1
164Odyssean, LLC$1.3M1
165IMC-Chicago, LLC$1.3M1
166KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M1
167KLP KAPITALFORVALTNING AS$1.3M1
168Vanguard Personalized Indexing Management, LLC$1.3M1
169FORA Capital, LLC$1.3M1
170WELLINGTON MANAGEMENT GROUP LLP$1.3M1
171Aurora Investment Counsel$1.2M1
172OSAIC HOLDINGS, INC.$1.2M1
173Jackson Hole Capital Partners, LLC$1.2M1
1741832 Asset Management L.P.$1.2M1
175Lombard Odier Asset Management (Europe) Ltd$1.2M1
176Tejara Capital Ltd$1.2M1
177SummitTX Capital, L.P.$1.2M1
178Modera Wealth Management, LLC$1.2M1
179Merit Financial Group, LLC$1.2M1
180DEUTSCHE BANK AG\$1.2M1
181Maryland State Retirement & Pension System$1.2M1
182Orion Porfolio Solutions, LLC$1.2M1
183NewEdge Advisors, LLC$1.1M1
184EntryPoint Capital, LLC$1.1M1
185OPPENHEIMER & CO INC$1.1M1
186Cascade Investment Advisors, Inc.$1.1M1
187STIFEL FINANCIAL CORP$1.1M1
188COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
189MERCER GLOBAL ADVISORS INC /ADV$982K1
190Pictet Asset Management Holding SA$981K1
191Brooklyn Investment Group$963K1
192Perbak Capital Partners LLP$937K1
193WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$933K1
194Apollon Wealth Management, LLC$930K1
195OCCUDO QUANTITATIVE STRATEGIES LP$897K1
196Pathstone Holdings, LLC$894K1
197Qsemble Capital Management, LP$885K1
198Riverstone Advisors, LLC$836K1
199Lido Advisors, LLC$835K1
200Rockefeller Capital Management L.P.$793K1
201XPONANCE LLC$785K1
202DRW Securities, LLC$760K1
203UNITED CAPITAL FINANCIAL ADVISORS, LLC$753K1
204NEW YORK LIFE INVESTMENT MANAGEMENT LLC$720K1
205INCEPTIONR LLC$719K1
206Legacy Wealth Asset Management, LLC$705K1
207Glenview Trust Co$692K1
208FOX RUN MANAGEMENT, L.L.C.$690K1
209MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$680K1
210SPIREPOINT PRIVATE CLIENT, LLC$649K1
211FIDUCIARY TRUST CO$641K1
212Sanctuary Advisors, LLC$638K1
213Accurate Wealth Management, LLC$630K1
214Optas, LLC$630K1
215HighTower Advisors, LLC$623K1
216LMR Partners LLP$615K1
217Tidal Investments LLC$615K1
218MidFirst Bank$612K1
219Atlantic Union Bankshares Corp$608K1
220Sequoia Financial Advisors, LLC$605K1
221Callan Family Office, LLC$604K1
222MAI Capital Management$601K1
223CIBC Asset Management Inc$594K1
224M&T BANK CORP$587K1
225US BANCORP \DE\$566K1
226Archford Capital Strategies, LLC$563K1
227Foster Victor Wealth Advisors, LLC$563K1
228Chicago Partners Investment Group LLC$561K1
229BOOTHBAY FUND MANAGEMENT, LLC$558K1
230Synergy Financial Group, LTD$550K1
231Swiss Life Asset Management Ltd$548K1
232Callahan Advisors, LLC$547K1
233CWM, LLC$529K1
234TWO SIGMA SECURITIES, LLC$514K1
235Twin Tree Management, LP$506K1
236Larson Financial Group LLC$504K1
237Ethic Inc.$490K1
238Boit C F David$486K1
239ALPS ADVISORS INC$479K1
240Caitlin John, LLC$478K1
241Davis Investment Partners, LLC$478K1
242AIGEN INVESTMENT MANAGEMENT, LP$472K1
243KPP Advisory Services LLC$458K1
244Beacon Pointe Advisors, LLC$458K1
245Morningstar Investment Management LLC$432K1
246EVERGREEN CAPITAL MANAGEMENT LLC$429K1
247AVIVA PLC$428K1
248Atria Investments, Inc$427K1
249AE Wealth Management LLC$422K1
250PROFUND ADVISORS LLC$412K1
251RIVERBRIDGE PARTNERS LLC$407K1
252BOYD WATTERSON ASSET MANAGEMENT LLC/OH$398K1
253Federation des caisses Desjardins du Quebec$388K1
254Peterson Wealth Services$378K1
255Tower Research Capital LLC (TRC)$377K1
256J. Safra Sarasin Holding AG$367K1
257iSAM Funds (UK) Ltd$362K1
258Savant Capital, LLC$359K1
259Advisory Alpha, LLC$356K1
260Ramiah Investment Group$354K1
261BENNETT SELBY INVESTMENTS LP$341K1
262SIGNATUREFD, LLC$338K1
263Leonteq Securities AG$332K1
264Lighthouse Investment Partners, LLC$332K1
265Prospera Financial Services Inc$330K1
266SUMMITRY LLC$326K1
267LAZARD ASSET MANAGEMENT LLC$323K1
268Utah Retirement Systems$322K1
269DnB Asset Management AS$318K1
270Mirae Asset Global Investments Co., Ltd.$317K1
271TEACHER RETIREMENT SYSTEM OF TEXAS$317K1
272Laird Norton Wetherby Trust Company, LLC$313K1
273O'SHAUGHNESSY ASSET MANAGEMENT, LLC$312K1
274Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$312K1
275GDS Wealth Management$310K1
276Lombard Odier Asset Management (USA) Corp$307K1
277COLDSTREAM CAPITAL MANAGEMENT INC$307K1
278QRG CAPITAL MANAGEMENT, INC.$300K1
279GUGGENHEIM CAPITAL LLC$299K1
280HB Wealth Management, LLC$299K1
281Linden Thomas Advisory Services, LLC$294K1
282FLORIDA FINANCIAL ADVISORS, LLC$286K1
283ELEVATION POINT WEALTH PARTNERS, LLC$282K1
284SALEM INVESTMENT COUNSELORS INC$280K1
285Crossmark Global Holdings, Inc.$276K1
286Fieldview Capital Management, LLC$273K1
287MTM Investment Management, LLC$269K1
288SAGE RHINO CAPITAL LLC$265K1
289DIVERSIFY WEALTH MANAGEMENT, LLC$264K1
290Knollwood Investment Advisory, LLC$261K1
291TORONTO DOMINION BANK$260K1
292Annis Gardner Whiting Capital Advisors, LLC$257K1
293Yorktown Management & Research Co Inc$255K1
294Lauterbach Financial Advisors, LLC$251K1
295Taylor Hoffman Capital Management LLC$250K1
296MetLife Investment Management, LLC$249K1
297ASR Vermogensbeheer N.V.$239K1
298Brown Miller Wealth Management, LLC$238K1
299CHOREO, LLC$235K1
300Arax Advisory Partners$235K1
301Steward Partners Investment Advisory, LLC$234K1
302FULTON BANK, N.A.$233K1
303Aaron Wealth Advisors LLC$233K1
304SFMG, LLC$232K1
305Fielder Capital Group LLC$230K1
306Fifth Third Wealth Advisors LLC$223K1
307Plan Group Financial, LLC$218K1
308Phillips Wealth Planners LLC$214K1
309VIRTUE ASSET MANAGEMENT LLC$214K1
310Marex Group Ltd$213K1
311Clear Creek Financial Management, LLC$210K1
312MQS Management LLC$210K1
313MATHER GROUP, LLC.$209K1
314CANANDAIGUA NATIONAL CORP$208K1
315CHILDRESS CAPITAL ADVISORS, LLC$207K1
316D. E. Shaw & Co., Inc.$207K1
317RiverGlades Family Offices LLC$207K1
318Texas Yale Capital Corp.$206K1
319Composition Wealth, LLC$202K1
320PEAK6 LLC$180K1
321Savvy Advisors, Inc.$170K1
322Pinnacle Wealth Planning Services, Inc.$160K1
323QUADRANT CAPITAL GROUP LLC$134K1
324DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$130K1
325NATIONAL BANK OF CANADA /FI/$116K1
326Sterling Capital Management LLC$116K1
327Quarry LP$114K1
328Allworth Financial LP$110K1
329Geneos Wealth Management Inc.$109K1
330State of Wyoming$105K1
331Salomon & Ludwin, LLC$105K1
332Ancora Advisors LLC$99.1K1
333NISA INVESTMENT ADVISORS, LLC$97.8K1
334Siemens Fonds Invest GmbH$96.9K1
335Dundas Partners LLP$96.7K1
336Wealth Enhancement Trust Services, Inc.$85.6K1
337Eurizon Capital SGR S.p.A.$77.5K1
338MCGUIRE CAPITAL ADVISORS INC$69.8K1
339GROUP ONE TRADING LLC$64.8K1
340PRIVATE TRUST CO NA$61.7K1
341INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$60.9K1
342Key FInancial Inc$60.8K1
343EFG International AG$60.8K1
344Pinnacle Bancorp, Inc.$58.5K1
345CVA Family Office, LLC$40.0K1
346SUMMIT SECURITIES GROUP LLC$36.5K1
347STANCE CAPITAL LLC$36.5K1
348HM PAYSON & CO$35.9K1
349NOMURA ASSET MANAGEMENT CO LTD$35.2K1
350UMB Bank, n.a.$31.6K1
351HRT FINANCIAL LP$28.5K1
352Smartleaf Asset Management LLC$24.8K1
353HighMark Wealth Management LLC$22.7K1
354SBI Securities Co., Ltd.$21.6K1
355Parkside Financial Bank & Trust$19.6K1
356Destiny Wealth Partners, LLC$18.6K1
357Mitsubishi UFJ Asset Management Co., Ltd.$18.5K1
358TOTH FINANCIAL ADVISORY CORP$18.2K1
359Kemnay Advisory Services Inc.$17.3K1
360MARK SHEPTOFF FINANCIAL PLANNING, LLC$16.5K1
361Owl Creek Wealth Partners LLC$15.8K1
362Wilmington Savings Fund Society, FSB$15.8K1
363Measured Wealth Private Client Group, LLC$15.4K1
364Cromwell Holdings LLC$13.5K1
365FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$13.2K1
366Hilltop National Bank$10.9K1
367Bank of New Hampshire$9.2K1
368CANADA LIFE ASSURANCE Co$9.2K1
369SOUTHERN MICHIGAN BANK & TRUST$8.8K1
370Spire Wealth Management$7.9K1
371ARMSTRONG ADVISORY GROUP, INC$7.4K1
372ASSETMARK, INC$7.2K1
373SJS Investment Consulting Inc.$6.7K1
374Westfuller Advisors, LLC$6.6K1
375SouthState Bank Corp$6.4K1
376Bell Investment Advisors, Inc$6.4K1
377Activest Wealth Management$6.3K1
378Financial Freedom, LLC$6.3K1
379Clearstead Trust, LLC$6.2K1
380Medallion Wealth Advisors, LLC$6.1K1
381True Wealth Design, LLC$6.0K1
382Caitong International Asset Management Co., Ltd$6.0K1
383NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5.8K1
384Keating Financial Advisory Services, Inc.$5.7K1
385Godfrey Financial Associates, Inc.$4.9K1
386Treasurer of the State of North Carolina$4.7K1
387MCF Advisors LLC$4.7K1
388LGT Financial Advisors LLC$4.4K1
389GHP Investment Advisors, Inc.$4.4K1
390NFSG Corp$4.3K1
391THRIVENT FINANCIAL FOR LUTHERANS$4.0K1
392Sachetta, LLC$3.9K1
393Pacific Center for Financial Services$3.6K1
394ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$3.3K1
395HARBOR CAPITAL ADVISORS, INC.$3.1K1
396FINANCIAL CONSULATE, INC$3.0K1
397Kilter Group LLC$3.0K1
398Addison Advisors LLC$3.0K1
399State of Alaska, Department of Revenue$2.9K1
400KBC Group NV$2.8K1
401Valued Wealth Advisors LLC$2.6K1
402SITTNER & NELSON, LLC$2.6K1
403Grove Bank & Trust$2.6K1
404WEBSTER BANK, N. A.$2.4K1
405Rakuten Securities, Inc.$2.3K1
406NATIXIS ADVISORS, LLC$2.3K1
407DELTA ASSET MANAGEMENT LLC/TN$2.2K1
408Private Wealth Management Group, LLC$2.2K1
409Towne Trust Company, N.A$1.9K1
410ELEVATION WEALTH PARTNERS, LLC$1.9K1
411Transamerica Financial Advisors, LLC$1.9K1
412AMALGAMATED BANK$1.9K1
413MV CAPITAL MANAGEMENT, INC.$1.8K1
414FARMERS & MERCHANTS INVESTMENTS INC$1.8K1
415TEMA ETFS LLC$1.8K1
416Physician Wealth Advisors, Inc.$1.6K1
417Millstone Evans Group, LLC$1.5K1
418Ankerstar Wealth, LLC$1.5K1
419TD Capital Management LLC$1.3K1
420Marquette Asset Management, LLC$1.3K1
421Retirement Wealth Solutions LLC$1.3K1
422Quantitative Investment Management, LLC$1.3K1
423VALLEY NATIONAL ADVISERS INC$1.2K1
424JPL Wealth Management, LLC$1.2K1
425GILPIN WEALTH MANAGEMENT, LLC$1.2K1
426Paladin Partners, LLC$1.2K1
427DekaBank Deutsche Girozentrale$1.1K1
428SHP Wealth Management$1.1K1
429TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.1K1
430Ilmarinen Mutual Pension Insurance Co$1.1K1
431Manchester Capital Management LLC$9731
432Rialto Wealth Management, LLC$9731
433Arlington Trust Co LLC$8511
434American Capital Advisory, LLC$8511
435Portus Wealth Advisors, LLC$8511
436Hurley Capital, LLC$7291
437Kingdom Financial Group LLC.$7291
438PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$6561
439Quaker Wealth Management, LLC$6081
440WOLFF WIESE MAGANA LLC$6081
441Virtu Financial LLC$5531
442GSA CAPITAL PARTNERS LLP$5431
443TFC Financial Management, Inc.$4871
444Frazier Financial Advisors, LLC$4871
445Blue Trust, Inc.$4861
446Hilton Head Capital Partners, LLC$4861
447Clearstead Advisors, LLC$3651
448Stone House Investment Management, LLC$3651
449Prestige Wealth Management Group LLC$3651
450Clayton Financial Group LLC$3651
451Select Asset Management & Trust$3041
452DELTA CAPITAL MANAGEMENT LLC$3031
453MACQUARIE GROUP LTD$2431
454HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2431
455TopTier Wealth Management, LLC$2431
456Intentional Wealth Strategies, LLC$2431
457ACADIAN ASSET MANAGEMENT LLC$1921
458CX Institutional$1351
459Vestcor Inc$1261
460TRUST CO OF TOLEDO NA /OH/$1221
461JFS WEALTH ADVISORS, LLC$1221
462DiNuzzo Private Wealth, Inc.$1221
463Capital Analysts, LLC$151
464HAZLETT, BURT & WATSON, INC.$121
465Avion Wealth$21
466Capital Advisors, Ltd. LLC$11
467PIN OAK INVESTMENT ADVISORS INC$01
468BANK OF NOVA SCOTIA— value not disclosed1
469FIRST NATIONAL BANK OF OMAHA— value not disclosed1
470CENTRAL TRUST Co— value not disclosed1
471TRUIST FINANCIAL CORP— value not disclosed1
472VANGUARD GROUP INC— value not disclosed1
473GLENMEDE TRUST CO NA— value not disclosed1
474FRONTIER CAPITAL MANAGEMENT CO LLC— value not disclosed1
475MML INVESTORS SERVICES, LLC— value not disclosed1
476FIRST MANHATTAN CO. LLC.— value not disclosed1
477STEPHENS INC /AR/— value not disclosed1
478CITIZENS FINANCIAL GROUP INC/RI— value not disclosed1
479STATE OF MICHIGAN RETIREMENT SYSTEM— value not disclosed1
480DANSKE BANK A/S— value not disclosed1
481MEEDER ASSET MANAGEMENT INC— value not disclosed1
482HARBOUR INVESTMENTS, INC.— value not disclosed1
483HOWARD HUGHES MEDICAL INSTITUTE— value not disclosed1
484MIZUHO SECURITIES USA LLC— value not disclosed1
485BANCO BILBAO VIZCAYA ARGENTARIA, S.A.— value not disclosed1
486MUFG SECURITIES AMERICAS INC.— value not disclosed1
487VAN ECK ASSOCIATES CORP— value not disclosed1
488NISSAY ASSET MANAGEMENT CORP /JAPAN— value not disclosed1
489HSBC HOLDINGS PLC— value not disclosed1
490KENNEDY CAPITAL MANAGEMENT LLC— value not disclosed1
491COMERICA BANK— value not disclosed1
492BLAIR WILLIAM & CO/IL— value not disclosed1
493MACKENZIE FINANCIAL CORP— value not disclosed1
494HARTFORD INVESTMENT MANAGEMENT CO— value not disclosed1
495VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
496COMMERCE BANK— value not disclosed1
497SECURIAN ASSET MANAGEMENT, INC— value not disclosed1
498ING GROEP NV— value not disclosed1
499PEAPACK GLADSTONE FINANCIAL CORP— value not disclosed1
500Ameritas Investment Partners, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 467 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PAYC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PAYC
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for PAYC · financials and macro

Financials — as filed PLANNED

PAYC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PAYC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing