What smart money is saying about Paycom Software
PAYC
No fund has written a full thesis on Paycom Software in our archive, but 1 fund letter reports a position in it — most recently Vision Capital Fund in June 2026.
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Paycom Software on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- ExitedVision Capital FundJune 2026
“We exited 2 of our entire positions in Lululemon (LULU) and Paycom Software (PAYC) in Q2.”
Read the letterPaycom Software
Read the letters behind these Paycom Software positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger