← Top Holdings

PAYCPAYCOM SOFTWARE INC

CUSIP: 70432V102

3

Guru Owners

$601.3M

Total Value Held

3.8M

Total Shares

$511.5M
0.65%
$83.4M
0.49%
$6.4M
0.02%

📊 Fundamentals

Market Cap$7.6B
P/E Ratio17.1x
Near market avg
Forward P/E12.1x
P/FCF29.0x
EPS (TTM)$8.07
Revenue (TTM)$2.1B
Profit Margin22.10%
Div Yield1.09%
Beta0.81

52-Week Range

$104.90
$267.76

Current: $138.01

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 17.1x trailing earnings → 12.1x forward · 22.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$189.7M$379.4M$569.2M$758.9MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '253 owners · $601.3M
INCREASEDBill Nygren$511.5M
REDUCEDRay Dalio$6.4M
Q3 '253 owners · $506.6M
REDUCEDBill Nygren$396.4M
INCREASEDTerry Smith$108.9M
INCREASEDRay Dalio$1.2M
Q2 '253 owners · $590.7M
REDUCEDBill Nygren$481.7M
INCREASEDRay Dalio$13.3M
Q1 '253 owners · $758.9M
NEWBill Nygren$664.2M
INCREASEDTerry Smith$90.3M
NEWRay Dalio$4.3M
Q4 '241 owners · $66.1M
Q3 '242 owners · $54.5M
INCREASEDRay Dalio$781K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
7%analyst est. 7.4%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
12.7%current: 12.7%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

PAYC: Held by 3 superinvestors · 2 congress member trades

$1,001 - $15,0002025-11-03
$1,001 - $15,0002025-10-07
PAYC Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker