Paycom Software (PAYC) Fell Along with Peers

3 days ago 3

Soumya Eswaran

Wed, January 14, 2026 astatine 7:51 AM CST 3 min read

Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” fourth-quarter 2025 capitalist letter. Oakmark Select Fund is simply a non-diversified money that aims to present superior appreciation by investing successful mid and large-cap US companies. A transcript of the missive tin beryllium downloaded here. In the quarter, the money (investor class) outperformed the S&P 500 Index, returning 8.42% vs. 2.66% for the index. Communication services and financials were the apical contributors astatine the assemblage level, portion industrials detracted from the performance. In addition, you tin cheque the Fund’s apical 5 holdings to find its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Oakmark Select Fund highlighted stocks specified arsenic Paycom Software, Inc. (NYSE:PAYC). Paycom Software, Inc. (NYSE:PAYC) is simply a cloud-based quality superior absorption solution provider. On January 13, 2026, Paycom Software, Inc. (NYSE:PAYC) banal closed astatine $157.50 per share. One-month instrumentality of Paycom Software, Inc. (NYSE:PAYC) was -5.67%, and its shares mislaid 23.30% of their worth implicit the past 52 weeks. Paycom Software, Inc. (NYSE:PAYC) has a marketplace capitalization of $8.86 billion.

Oakmark Select Fund stated the pursuing regarding Paycom Software, Inc. (NYSE:PAYC) successful its 4th fourth 2025 capitalist letter:

"Paycom Software, Inc. (NYSE:PAYC) was the apical detractor during the quarter. The U.S.-headquartered quality resources and employment services company’s banal terms declined alongside peers owed to wide underperformance successful the exertion bundle sector. We proceed to judge Paycom has a agelong runway for aboriginal maturation and that system-of-record bundle companies similar Paycom volition not beryllium replaced by AI. We admit management’s absorption connected ramping stock repurchases, which we judge volition adhd important per-share worth astatine today’s banal price."

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Paycom Software, Inc. (NYSE:PAYC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 35 hedge money portfolios held Paycom Software, Inc. (NYSE:PAYC) astatine the extremity of the 3rd quarter, up from 34 successful the erstwhile quarter. In Q3 2025, Paycom Software, Inc. (NYSE:PAYC) delivered beardown results with full revenues reaching $493 cardinal marking an summation of 9.1% twelvemonth implicit year. While we admit the imaginable of Paycom Software, Inc. (NYSE:PAYC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.