Among active 13F managers last quarter, 4 opened and 30 added, while 24 reduced; the largest holder to move was Harris Associates L P (+1.5%). Over the last 180 days, 2 insiders sold and none bought, a net -$1.0M in open-market trades.
The legs disagree, or only one of them leans.
537 tracked 13F filers disclose a position in PAYC as of the latest SEC 13F filings, a combined $5.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.0M | $632.5M | ▼−17% Reduced · −1.0M sh | Q2 2026 | |
| 2 | Harris Associates L P | 3.3M | $395.9M | ▲+1.5% Added · +48K sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 2.1M | $260.2M | ▼−13% Reduced · −321K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.8M | $231.7M | ▼−12% Reduced · −260K sh | Q2 2026 | |
| 5 | Two Sigma Investments, LP | 1.7M | $212.4M | ▲+495% Added · +1.5M sh | Q1 2026 | |
| 6 | Baillie Gifford & Co | 1.5M | $186.8M | ▼−6.2% Reduced · −102K sh | Q1 2026 | |
| 7 | State Street Corp | 1.4M | $173.8M | ▼−20% Reduced · −344K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 1.2M | $152.5M | ▼−8.3% Reduced · −110K sh | Q2 2026 | |
| 9 | Reinhart Partners, LLC. | 1.0M | $123.5M | ▲+70% Added · +417K sh | Q1 2026 | |
| 10 | First Trust Advisors LP | 882K | $107.2M | ▼−47% Reduced · −784K sh | Q1 2026 | |
| 11 | Morgan Stanley | 820K | $99.7M | ▲+13% Added · +93K sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 812K | $98.7M | ▲+47% Added · +260K sh | Q1 2026 | |
| 13 | BNP Paribas Asset Management Holding S.A. | 810K | $98.5M | ▲+33% Added · +199K sh | Q1 2026 | |
| 14 | Loring Wolcott & Coolidge Fiduciary Advisors LLP | 726K | $91.3M | ▼−5.6% Reduced · −43K sh | Q2 2026 | |
| 15 | FMR LLC | 696K | $87.5M | ▼−42% Reduced · −501K sh | Q2 2026 | |
| 16 | Universal- Beteiligungs- und Servicegesellschaft mbH | 675K | $84.9M | ▲+2.8% Added · +18K sh | Q2 2026 | |
| 17 | Federated Hermes, Inc. | 609K | $74.0M | ▼−2.4% Reduced · −15K sh | Q1 2026 | |
| 18 | Worldquant Millennium Advisors LLC | 564K | $68.6M | ▲+184% Added · +366K sh | Q1 2026 | |
| 19 | River Road Asset Management, LLC | 539K | $65.5M | ▲+37% Added · +147K sh | Q1 2026 | |
| 20 | Dimensional Fund Advisors LP | 538K | $65.4M | ▲+10% Added · +49K sh | Q1 2026 | |
| 21 | Charles Schwab Investment Management Inc | 537K | $65.3M | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 22 | UBS Group AG | 506K | $61.5M | ▲+54% Added · +178K sh | Q1 2026 | |
| 23 | Millennium Management LLC | 462K | $56.2M | ▲+80% Added · +205K sh | Q1 2026 | |
| 24 | Confluence Investment Management LLC | 408K | $49.6M | ▲+28% Added · +88K sh | Q1 2026 | |
| 25 | Sather Financial Group Inc | 385K | $48.4M | ▲+24% Added · +74K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in PAYC and 30 added to an existing one, while 24 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 303 funds | $254.8B |
| Amazon.com IncAMZN | 296 funds | $200.8B |
| Nvidia CorpNVDA | 293 funds | $409.7B |
| Alphabet Inc-CL AGOOGL | 292 funds | $180.3B |
| Meta Platforms Inc-Class AMETA | 291 funds | $107.4B |
| Apple IncAAPL | 290 funds | $289.6B |
| JPMorgan Chase & CoJPM | 285 funds | $62.1B |
| Visa Inc-Class A SharesV | 280 funds | $59.5B |
| Eli Lilly & CoLLY | 279 funds | $82.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 279 funds | $35.0B |
| Broadcom IncAVGO | 278 funds | $162.2B |
| Chevron CorpCVX | 278 funds | $31.5B |
Ranked by how many of PAYC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PAYC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | Hadlock Terrell Shane | President/Chief Client Officer | Sell (S) | 241 | $58K |
| Aug 27, 2026 | Hadlock Terrell Shane | President/Chief Client Officer | Sell (S) 2 lots, same day | 3K | $612K |
| May 18, 2026 | Peck Randall | Chief Operating Officer | Sell (S) | 3K | $351K |
| Dec 10, 2025 | Foster Robert D. | Chief Financial Officer | Sell (S) | 1K | $211K |
| Dec 5, 2025 | Peck Randall | Chief Operating Officer | Sell (S) 3 lots, same day | 2K | $364K |
| Sep 12, 2025 | Smith Bradley Scott | Chief Information Officer | Sell (S) 4 lots, same day | 2K | $335K |
| Jun 12, 2025 | Smith Bradley Scott | Chief Information Officer | Sell (S) 7 lots, same day | 2K | $375K |
| Jun 5, 2025 | Richison Chad R. | CEO, President and Chairman, Director, 10% Owner | Sell (S) 2 lots, same day | 7K | $1.8M |
| Jun 4, 2025 | Peck Randall | Chief Operating Officer | Sell (S) | 890 | $234K |
| Jun 4, 2025 | Richison Chad R. | CEO, President and Chairman, Director, 10% Owner | Sell (S) | 23K | $6.2M |
| May 13, 2025 | Richison Chad R. | CEO, President and Chairman, Director, 10% Owner | Sell (S) 2 lots, same day | 30K | $7.8M |
| May 12, 2025 | Richison Chad R. | CEO, President and Chairman, Director, 10% Owner | Sell (S) 4 lots, same day | 26K | $6.8M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 44 | 51 | – |
Insiders Form 4 open-market | 0 | 2 | -$1.0M |
US House STOCK Act trades | 0 | 1 | -$8K |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
No filings captured for this ticker in the live stream yet.
Connected entities for PAYC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PAYC/capital-change-brief"
Use Arkolith's capital_change_brief for PAYC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PAYC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.