SEC 13F Intelligence

Avory & Company, LLC / PAYC

Avory & Company, LLC’s Paycom Software Inc Position

Does Avory & Company, LLC own Paycom Software Inc (PAYC)? Yes — 19.8K shares worth $2M (+3.11% of its 13F portfolio) as of Q1 2026, down from 39.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
19.8K
% of Portfolio
+3.11%
Quarters Held
11
currently held

Position History PAYC

Reported value by quarter
Q2 ’23: $292,348Q2 ’23Q4 ’23: $528,010Q1 ’24: $6MQ1 ’24Q2 ’24: $4MQ3 ’24: $6MQ3 ’24Q4 ’24: $8MQ1 ’25: $9MQ1 ’25Q2 ’25: $9MQ3 ’25: $8MQ3 ’25Q4 ’25: $6MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.8K$2M+3.11%
Q4 202539.1K$6M+3.99%
Q3 202539.2K$8M+4.92%
Q2 202539.2K$9M+5.53%
Q1 202540.0K$9M+5.78%
Q4 202438.9K$8M+4.47%
Q3 202438.8K$6M+3.92%
Q2 202431.1K$4M+3.13%
Q1 202427.9K$6M+3.77%
Q4 20232.6K$528,010+0.37%
Q2 2023910$292,348+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Avory & Company, LLC’s full portfolio or all institutional holders of PAYC.