Paycor HCM Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:PYCR Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
06 Mar 24	SellUS$160,368,000	Apax Partners LLP	Company		8,000,000	US$20.05

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PYCR?
Owner Type	Number of Shares	Ownership Percentage
State or Government	31,715	0.0177%
Individual Insiders	934,693	0.52%
General Public	3,888,414	2.16%
Institutions	78,663,068	43.8%
VC/PE Firms	96,140,927	53.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 88.36% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
53.5%	Apax Partners LLP	96,140,927	US$1.9b	0%	96.13%
4.61%	T. Rowe Price Group, Inc.	8,285,814	US$163.3m	2.61%	0.01%
4.02%	The Vanguard Group, Inc.	7,227,196	US$142.4m	2.19%	no data
3.53%	ClearBridge Investments, LLC	6,339,121	US$124.9m	-0.29%	0.09%
3.12%	Conestoga Capital Advisors, LLC	5,601,258	US$110.4m	-18.1%	1.44%
2.7%	Citadel Advisors LLC	4,847,180	US$95.5m	13.3%	0.1%
2.05%	BlackRock, Inc.	3,681,508	US$72.6m	11.3%	no data
1.59%	Neuberger Berman Investment Advisers LLC	2,857,404	US$56.3m	1.42%	0.04%
1.47%	Invesco Ltd.	2,632,017	US$51.9m	4.75%	0.01%
1.37%	Riverbridge Partners, LLC	2,466,261	US$48.6m	10.2%	0.61%
1.08%	Managed Account Advisors LLC	1,932,377	US$38.1m	26%	0.01%
0.94%	Franklin Resources, Inc.	1,694,946	US$33.4m	0.42%	0.01%
0.91%	Dimensional Fund Advisors LP	1,632,307	US$32.2m	-1.95%	no data
0.9%	Granite Investment Partners, LLC	1,618,398	US$31.9m	24.5%	1.35%
0.85%	Nomura Holdings Inc, Securities & Investment Arm	1,522,450	US$30.0m	-5.09%	0.11%
0.77%	Millennium Management LLC	1,385,455	US$27.3m	-15.9%	0.02%
0.75%	Geode Capital Management, LLC	1,354,846	US$26.7m	10.9%	no data
0.65%	Rockefeller & Co. LLC	1,161,032	US$22.9m	8.07%	0.06%
0.62%	State Street Global Advisors, Inc.	1,111,032	US$21.9m	5.19%	no data
0.58%	Northern Trust Global Investments	1,035,914	US$20.4m	30%	no data
0.51%	Bank of America Corporation, Asset Management Arm	921,686	US$18.2m	19.7%	0.01%
0.47%	Norges Bank Investment Management	840,723	US$16.6m	0%	no data
0.46%	UBS Asset Management AG	831,548	US$16.4m	110%	no data
0.46%	Squarepoint OPS LLC	826,706	US$16.3m	126%	0.05%
0.45%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	804,912	US$15.9m	218%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 06:33
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Paycor HCM, Inc. is covered by 22 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mark Marcon	Baird
Ishan Majumdar	Baptista Research
Daniel Jester	BMO Capital Markets Equity Research