Regent Peak Wealth Advisors LLC PAYC — PAYCOM SOFTWARE INC COM

Ownership history in Regent Peak Wealth Advisors LLC  ·  9 quarters on record

AI Ownership Summary

Regent Peak Wealth Advisors LLC reported PAYCOM SOFTWARE INC COM (PAYC) in 9 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows PAYC at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAYC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Regent Peak Wealth Advisors LLC's position in PAYCOM SOFTWARE INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PAYC was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Regent Peak Wealth Advisors LLC held PAYC — position size vs. price
% of Fund (quarterly)    PAYC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,398 +121 +9.5% 0.05% $304K 2026-10-13 $236.65
2025 Q4 ADDED — — — 1,277 +191 +17.6% 0.04% $204K 2026-01-08 $156.69
2025 Q3 ADDED — — — 1,086 +8 +0.7% 0.05% $226K 2025-10-16 $198.61
2025 Q1 ADDED — — — 1,078 +4 +0.4% 0.06% $236K 2025-04-14 $215.57
2024 Q4 REDUCED — — — 1,074 -49 -4.4% 0.05% $220K 2025-01-07 $199.25
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Regent Peak Wealth Advisors LLC and PAYC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Regent Peak Wealth Advisors LLC reported owning PAYC?

Regent Peak Wealth Advisors LLC reported PAYC across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported PAYC position in Regent Peak Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for PAYC was 0.06% in 2025 Q1.

What is the latest reported PAYC position on this page?

The most recent filing on this page is 2026 Q3, when Regent Peak Wealth Advisors LLC reported 1,398 shares, equal to 0.05% of portfolio, with an estimated market value of $304K.

What does the chart on this PAYC ownership page compare?

The chart compares Regent Peak Wealth Advisors LLC's quarterly PAYC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Regent Peak Wealth Advisors LLC time their PAYC position?

Based on 13F filing dates vs. subsequent PAYC price moves, Regent Peak Wealth Advisors LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on PAYC relative to SPY over the holding period was -23.3%.

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