Paycom Software, Inc.
MX ˙ BMV ˙ US70432V1026
SecurityMX:PAYC / Paycom Software, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership8,844 shares
Latest Disclosed Value $ 1,074,932
Stifel Financial Corp reports 70.60% decrease in ownership of PAYC / Paycom Software, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 8,844 shares of Paycom Software, Inc. (MX:PAYC) valued at $1,074,932 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 30,081 shares of Paycom Software, Inc.. This represents a change in shares of -70.60% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F PAYCOM SOFTWARE COM 70432V102 8,844 -21,237 -70.60 1,075 -77.59 0.0010
2026-02-13 2025-12-31 13F PAYCOM SOFTWARE COM 70432V102 30,081 -6,802 -18.44 4,794 -37.56 0.0043
2025-11-12 2025-09-30 13F PAYCOM SOFTWARE COM 70432V102 36,883 -2,302 -5.87 7,677 -15.34 0.0070
2025-08-14 2025-06-30 13F PAYCOM SOFTWARE COM 70432V102 39,185 -711 -1.78 9,068 4.03 0.0088
2025-05-14 2025-03-31 13F PAYCOM SOFTWARE COM 70432V102 39,896 -1,469 -3.55 8,717 2.81 0.0093
2025-02-13 2024-12-31 13F PAYCOM SOFTWARE COM 70432V102 41,365 294 0.72 8,479 23.93 0.0088
2024-11-14 2024-09-30 13F PAYCOM SOFTWARE COM 70432V102 41,071 6,421 18.53 6,841 38.03 0.0072
2024-08-13 2024-06-30 13F PAYCOM SOFTWARE COM 70432V102 34,650 -1,188 -3.31 4,956 -30.51 0.0056
2024-05-14 2024-03-31 13F PAYCOM SOFTWARE COM 70432V102 35,838 10,443 41.12 7,132 35.87 0.0081
2024-02-12 2023-12-31 13F PAYCOM SOFTWARE COM 70432V102 25,395 -12,945 -33.76 5,250 -47.19 0.0066
2023-11-13 2023-09-30 13F PAYCOM SOFTWARE COM 70432V102 38,340 -9,666 -20.13 9,941 -35.54 0.0140
2023-08-14 2023-06-30 13F PAYCOM SOFTWARE COM 70432V102 48,006 -1,055 -2.15 15,422 3.40 0.0211
2023-05-12 2023-03-31 13F PAYCOM SOFTWARE COM 70432V102 49,061 -9,415 -16.10 14,915 -17.81 0.0214
2023-02-13 2022-12-31 13F PAYCOM SOFTWARE COM 70432V102 58,476 686 1.19 18,146 -4.85 0.0272
2022-11-14 2022-09-30 13F PAYCOM SOFTWARE COM 70432V102 57,790 2,114 3.80 19,070 22.28 0.0312
2022-08-15 2022-06-30 13F PAYCOM SOFTWARE COM 70432V102 55,676 -26,287 -32.07 15,595 -45.07 0.0244
2022-05-13 2022-03-31 13F PAYCOM SOFTWARE COM 70432V102 81,963 -5,094 -5.85 28,390 -21.46 0.0387
2022-02-14 2021-12-31 13F PAYCOM SOFTWARE COM 70432V102 87,057 8,064 10.21 36,145 -7.70 0.0478
2021-11-15 2021-09-30 13F PAYCOM SOFTWARE COM 70432V102 78,993 -359 -0.45 39,161 35.77 0.0574
2021-08-13 2021-06-30 13F PAYCOM SOFTWARE COM 70432V102 79,352 -9,347 -10.54 28,843 -12.13 0.0432
2021-05-14 2021-03-31 13F PAYCOM SOFTWARE COM 70432V102 88,699 -18,795 -17.48 32,824 -32.48 0.0541
2021-02-12 2020-12-31 13F PAYCOM SOFTWARE COM 70432V102 107,494 -7,684 -6.67 48,614 35.58 0.0867
2020-11-16 2020-09-30 13F PAYCOM SOFTWARE COM 70432V102 115,178 -51,167 -30.76 35,855 -30.41 0.0738
2020-08-14 2020-06-30 13F PAYCOM SOFTWARE COM 70432V102 166,345 -3,132 -1.85 51,522 50.71 0.1185
2020-05-14 2020-03-31 13F PAYCOM SOFTWARE COM 70432V102 169,477 6,771 4.16 34,186 -20.66 0.0944
2020-02-13 2019-12-31 13F PAYCOM SOFTWARE COM 70432V102 162,706 115,536 244.94 43,086 335.83 0.0898
2019-11-19 2019-09-30 13F/A-1 PAYCOM SOFTWARE COM 70432V102 47,170 7,067 17.62 9,886 8.83 0.0252
2019-11-13 2019-09-30 13F PAYCOM SOFTWARE COM 70432V102 47,170 7,067 9,886 5,541.5985
2019-08-14 2019-06-30 13F PAYCOM SOFTWARE COM 70432V102 40,103 1,906 4.99 9,084 25.75 0.0234
2019-05-14 2019-03-31 13F PAYCOM SOFTWARE COM 70432V102 38,197 11,000 40.45 7,224 116.61 0.0204
2019-02-13 2018-12-31 13F PAYCOM SOFTWARE COM 70432V102 27,197 9,284 51.83 3,335 20.70 0.0108
2018-11-13 2018-09-30 13F PAYCOM SOFTWARE COM 70432V102 17,913 -2,172 -10.81 2,763 40.40 0.0079
2018-08-14 2018-06-30 13F PAYCOM SOFTWARE COM 70432V102 20,085 9,102 82.87 1,968 67.49 0.0060
2018-05-11 2018-03-31 13F PAYCOM SOFTWARE COM 70432V102 10,983 271 2.53 1,175 36.47 0.0037
2018-02-14 2017-12-31 13F PAYCOM SOFTWARE COM 70432V102 10,712 -1,918 -15.19 861 -8.99 0.0027
2017-11-13 2017-09-30 13F PAYCOM SOFTWARE COM 70432V102 12,630 3,748 42.20 946 54.58 0.0033
2017-08-14 2017-06-30 13F PAYCOM SOFTWARE COM 70432V102 8,882 328 3.83 612 24.64 0.0023
2017-05-10 2017-03-31 13F PAYCOM SOFTWARE COM 70432V102 8,554 -62 -0.72 491 24.62 0.0019
2017-02-16 2016-12-31 13F PAYCOM SOFTWARE COM 70432V102 8,616 8,616 394 0.0017
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.