Paycom Software, Inc. · Brief

Next report

3 days

Nov 4 · after closeest.Q3 FY26

Expected move

±8.0%implied · report alone

243.09285.31

straddle ±10.1%

spot 264.20exp Nov 20ATM strike 260ATM straddle 31.50IV 62%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q2 FY26—▲+23.55%—

quarterimplied−25%0+25%realized×

Q2 FY26—▲+23.55%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 4 report · est.

Bull2

600managers reporting a position in the latest quarterly filings13F · Jun 30 '26

46managers holding the majority of reported value13F · Jun 30 '26

Bear2

16 of 25largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

−11.39%largest reporting managers' change in shares over the latest quarter13F · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

PAYC report session

No linked exposure.

Oct 21impliedImplied move: ±10.6% into Nov 4 earnings (Oct 21 close).Source

Oct 20impliedImplied move: ±10.7% into Nov 3 earnings (Oct 20 close).Source

privateThesis 0 · Decisions 0 · Observations 0

No thesis.