Paycom Software Inc. (PAYC)
| Sector: | Technology |
| Super Investor Stats: | |
| Ownership count: | 4 |
| Ownership rank: | 204 |
| % of all portfolios: | 0.019% |
| Hold Price * : | $123.24 |
| History | Portfolio Manager | Activity | Share change | % change to portfolio ▼ | |
| Q1  2026 | |||||
| ≡ | Polen Capital Management | Reduce 98.32% | 1,804,197 | 1.76 | |
| ≡ | Terry Smith - Fundsmith | Reduce 58.07% | 303,976 | 0.29 | |
| Q4  2025 | |||||
| ≡ | Polen Capital Management | Reduce 30.40% | 801,395 | 0.55 | |
| Q3  2025 | |||||
| ≡ | Polen Capital Management | Reduce 8.98% | 260,066 | 0.18 | |
| ≡ | Bill Nygren - Oakmark Funds | Reduce 8.52% | 177,320 | 0.06 | |
| Q2  2025 | |||||
| ≡ | Bill Nygren - Oakmark Funds | Reduce 31.52% | 958,231 | 0.36 | |
| ≡ | Polen Capital Management | Reduce 6.50% | 201,365 | 0.14 | |
| Q1  2025 | |||||
| ≡ | Bill Nygren - Oakmark Funds | Reduce 13.21% | 462,796 | 0.17 | |
| ≡ | Polen Capital Management | Reduce 2.33% | 73,806 | 0.05 | |
| Q4  2024 | |||||
| ≡ | Polen Capital Management | Reduce 9.66% | 339,236 | 0.19 | |
| ≡ | Bill Nygren - Oakmark Funds | Reduce 13.53% | 548,120 | 0.19 | |
| Q2  2024 | |||||
| ≡ | Terry Smith - Fundsmith | Reduce 0.82% | 2,660 | 0.00 | |
| Q1  2024 | |||||
| ≡ | ValueAct Capital | Sell 100.00% | 608,000 | 2.52 | |
| Q4  2023 | |||||
| ≡ | Terry Smith - Fundsmith | Reduce 1.29% | 2,060 | 0.00 | |
| ≡ | Polen Capital Management | Reduce 5.41% | 937 | 0.00 | |
| Q3  2023 | |||||
| ≡ | Terry Smith - Fundsmith | Reduce 0.69% | 1,103 | 0.00 | |
| Q2  2023 | |||||
| ≡ | Polen Capital Management | Reduce 0.56% | 90 | 0.00 | |
| Q1  2023 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 1,047 | 0.01 | |
| ≡ | Polen Capital Management | Reduce 1.94% | 318 | 0.00 | |
| Q4  2022 | |||||
| ≡ | Terry Smith - Fundsmith | Reduce 0.19% | 301 | 0.00 | |
| ≡ | Polen Capital Management | Reduce 11.71% | 2,173 | 0.00 | |
| Q3  2022 | |||||
| ≡ | Terry Smith - Fundsmith | Reduce 36.92% | 94,414 | 0.15 | |
| Q2  2022 | |||||
| ≡ | Terry Smith - Fundsmith | Reduce 0.91% | 2,341 | 0.00 | |
| ≡ | Polen Capital Management | Reduce 13.81% | 2,135 | 0.00 | |
| Q4  2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 2,709 | 0.01 | |
| Q1  2020 | |||||
| ≡ | Polen Capital Management | Sell 100.00% | 1,712 | 0.00 | |
| Q4  2019 | |||||
| ≡ | Polen Capital Management | Reduce 72.53% | 4,520 | 0.00 | |
* "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.