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
2
2 buys · 3 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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $100K–$250K

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

2 members · 2 buys / 3 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-05-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 04-14 +24d$1K–$15K
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 03-13 +25d$1K–$15K
2025-10-07Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 09-25 +12d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing PAYC in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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.
Julie Johnson D–TX-323−$29.0K to $13.0K4
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2

2 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 2026-06-16 → 2026-09-14 · 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 CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
469FIRST NATIONAL BANK OF OMAHA$01
470CENTRAL TRUST Co$01
471TRUIST FINANCIAL CORP$01
472VANGUARD GROUP INC$01
473GLENMEDE TRUST CO NA$01
474FRONTIER CAPITAL MANAGEMENT CO LLC$01
475MML INVESTORS SERVICES, LLC$01
476FIRST MANHATTAN CO. LLC.$01
477STEPHENS INC /AR/$01
478CITIZENS FINANCIAL GROUP INC/RI$01
479STATE OF MICHIGAN RETIREMENT SYSTEM$01
480DANSKE BANK A/S$01
481MEEDER ASSET MANAGEMENT INC$01
482HARBOUR INVESTMENTS, INC.$01
483HOWARD HUGHES MEDICAL INSTITUTE$01
484MIZUHO SECURITIES USA LLC$01
485BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$01
486MUFG SECURITIES AMERICAS INC.$01
487VAN ECK ASSOCIATES CORP$01
488NISSAY ASSET MANAGEMENT CORP /JAPAN$01
489HSBC HOLDINGS PLC$01
490KENNEDY CAPITAL MANAGEMENT LLC$01
491COMERICA BANK$01
492BLAIR WILLIAM & CO/IL$01
493MACKENZIE FINANCIAL CORP$01
494HARTFORD INVESTMENT MANAGEMENT CO$01
495VIRGINIA RETIREMENT SYSTEMS ET Al$01
496COMMERCE BANK$01
497SECURIAN ASSET MANAGEMENT, INC$01
498ING GROEP NV$01
499PEAPACK GLADSTONE FINANCIAL CORP$01
500Ameritas Investment Partners, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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)2 buy / 3 sell
Congress net ($ bound)−$43.0K to $27.0K
Filers net (actions)not in build
Filers net ($ 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