Valeo Financial Advisors, LLC

Position in PAYC — Paycom Software, Inc.

CIK 1722641 CARMEL, IN

Position in PAYC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$257,518

+$45,674 QoQ

Shares Held

2,049

+17.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#365

of 593 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $16,781,757 across 17 Software - Application names. PAYC ranks #14 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	19,443	$3,045,940
2	SHOP	Shopify Inc.	19,821	$2,263,161
3	SNOW	Snowflake Inc.	8,567	$2,180,301
4	UBER	Uber Technologies, Inc	24,089	$1,738,262
5	DDOG	Datadog, Inc.	5,785	$1,506,182
6	ADP	Automatic Data Processing Inc	6,551	$1,467,096
7	NOW	ServiceNow, Inc.	13,703	$1,360,433
8	SAP	Sap SE	3,173	$488,991

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$257,518	2,049	+17.6%	Shares	Sole	2026-07-08
2026-03-31	$211,844	1,743	-15.5%	Shares	Sole	2026-05-08
2025-12-31	$328,759	2,063	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$428,560	2,059	-6.0%	Shares	Sole	2025-11-03
2025-06-30	$506,766	2,190	+6.4%	Shares	Sole	2025-09-12
2025-03-31	$449,631	2,058	-5.2%	Shares	Sole	2025-04-30
2024-12-31	$444,784	2,170	+7.4%	Shares	Sole	2025-01-30
2024-09-30	$336,637	2,021	+13.0%	Shares	Sole	2024-10-10
2024-03-31	$355,829	1,788	+8.4%	Shares	Sole	2024-04-25
2023-12-31	$340,881	1,649	+114.7%	Shares	Sole	2024-01-29
2022-12-31	$238,318	768	+3740.0%	Shares	Sole	2023-02-09
2021-03-31	$7,401	20	-42.9%	Shares	Sole	2021-04-12
2020-12-31	$15,828	35	+40.0%	Shares	Sole	2021-02-11
2020-09-30	$7,782	25	-97.6%	Shares	Sole	2020-10-28
2020-06-30	$321,809	1,039	+3748.1%	Shares	Sole	2020-07-20
2020-03-31	$5,454	27	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.