Paycom Software Inc. (PAYC)
| Sector: | Technology |
| Super Investor Stats: | |
| Ownership count: | 4 |
| Ownership rank: | 127 |
| % of all portfolios: | 0.093% |
| Hold Price * : | $149.95 |
| History | Portfolio Manager | Activity ▲ | Share change | % change to portfolio | |
| Q3 2024 | |||||
| ≡ | Polen Capital Management | Add 57.01% | 1,274,771 | 0.55 | |
| ≡ | Robert Vinall - RV Capital GmbH | Buy | 12,395 | 0.43 | |
| Q2 2024 | |||||
| ≡ | Bill Nygren - Oakmark Select Fund | Add 11.83% | 222,612 | 0.55 | |
| ≡ | Polen Capital Management | Add 47.09% | 715,843 | 0.26 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.82% | 2,660 | 0.00 | |
| Q1 2024 | |||||
| ≡ | Terry Smith - Fundsmith | Add 106.07% | 167,427 | 0.13 | |
| ≡ | Bill Nygren - Oakmark Select Fund | Add 181.18% | 1,212,287 | 3.91 | |
| ≡ | Polen Capital Management | Add 9171.71% | 1,503,885 | 0.69 | |
| ≡ | ValueAct Capital | Sell 100.00% | 608,000 | 2.52 | |
| Q4 2023 | |||||
| ≡ | Bill Nygren - Oakmark Select Fund | Buy | 669,101 | 2.41 | |
| ≡ | ValueAct Capital | Buy | 608,000 | 2.52 | |
| ≡ | Polen Capital Management | Reduce 5.41% | 937 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Reduce 1.29% | 2,060 | 0.00 | |
| Q3 2023 | |||||
| ≡ | Polen Capital Management | Add 8.46% | 1,352 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.69% | 1,103 | 0.00 | |
| Q2 2023 | |||||
| ≡ | Polen Capital Management | Reduce 0.56% | 90 | 0.00 | |
| Q1 2023 | |||||
| ≡ | Polen Capital Management | Reduce 1.94% | 318 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 1,047 | 0.01 | |
| Q4 2022 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Add 23.76% | 201 | 0.00 | |
| ≡ | Polen Capital Management | Reduce 11.71% | 2,173 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.19% | 301 | 0.00 | |
| Q3 2022 | |||||
| ≡ | Polen Capital Management | Add 39.34% | 5,241 | 0.01 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 846 | 0.01 | |
| ≡ | Terry Smith - Fundsmith | Reduce 36.92% | 94,414 | 0.15 | |
| Q2 2022 | |||||
| ≡ | Polen Capital Management | Reduce 13.81% | 2,135 | 0.00 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.91% | 2,341 | 0.00 | |
| Q1 2022 | |||||
| ≡ | Terry Smith - Fundsmith | Add 18.17% | 39,689 | 0.05 | |
| ≡ | Polen Capital Management | Add 30.11% | 3,577 | 0.00 | |
| Q4 2021 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.21% | 468 | 0.00 | |
| ≡ | Polen Capital Management | Add 25.77% | 2,434 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 2,709 | 0.01 | |
| Q3 2021 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.36% | 784 | 0.00 | |
| ≡ | Polen Capital Management | Add 4.99% | 449 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 2,709 | 0.01 | |
| Q2 2021 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.55% | 1,190 | 0.00 | |
| ≡ | Polen Capital Management | Buy | 8,997 | 0.01 | |
| Q1 2021 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.42% | 906 | 0.00 | |
| Q4 2020 | |||||
| ≡ | Terry Smith - Fundsmith | Add 0.11% | 232 | 0.00 | |
| Q3 2020 | |||||
| ≡ | Terry Smith - Fundsmith | Add 9.63% | 18,868 | 0.02 | |
| Q2 2020 | |||||
| ≡ | Terry Smith - Fundsmith | Add 12.21% | 21,320 | 0.03 | |
| Q1 2020 | |||||
| ≡ | Terry Smith - Fundsmith | Add 2.15% | 3,678 | 0.00 | |
| ≡ | Polen Capital Management | Sell 100.00% | 1,712 | 0.00 | |
| Q4 2019 | |||||
| ≡ | Polen Capital Management | Reduce 72.53% | 4,520 | 0.00 | |
| Q3 2019 | |||||
| ≡ | Polen Capital Management | Add 1.14% | 70 | 0.00 | |
| Q2 2019 | |||||
| ≡ | Polen Capital Management | Add 7.97% | 455 | 0.00 | |
| Q4 2018 | |||||
| ≡ | Terry Smith - Fundsmith | Buy | 170,928 | 0.13 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.