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CONFLUENCE INVESTMENT MANAGEMENT LLC: PAYC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CONFLUENCE INVESTMENT MANAGEMENT LLC on PAYC, newest first. How the timeline and the estimate are built.

CONFLUENCE INVESTMENT MANAGEMENT LLC held 330,788 PAYC shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 330,788 shares
    Change vs previous 13F -43,599 shares

    1.21% of the 13F portfolio, value $71,995,977.

    13F-HR 0001442056-26-000011 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 374,387 shares
    Change vs previous 13F -33,360 shares

    0.74% of the 13F portfolio, value $47,052,996.

    13F-HR 0001442056-26-000006 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 407,747 shares
    Change vs previous 13F +88,456 shares

    0.77% of the 13F portfolio, value $49,557,568.

    13F-HR 0001442056-26-000004 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 319,291 shares
    Change vs previous 13F -8,021 shares

    0.76% of the 13F portfolio, value $50,882,299.

    13F-HR 0001442056-26-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 327,312 shares
    Change vs previous 13F -14,827 shares

    0.97% of the 13F portfolio, value $68,126,641.

    13F-HR 0001442056-25-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 342,139 shares
    Change vs previous 13F -8,856 shares

    1.12% of the 13F portfolio, value $79,170,878.

    13F-HR 0001636661-25-000005 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 350,995 shares
    Change vs previous 13F -10,762 shares

    1.1% of the 13F portfolio, value $76,685,233.

    13F-HR 0001636661-25-000004 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 361,757 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $74,149,405.

    13F-HR 0001636661-25-000002 filed by CONFLUENCE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).