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
≡ Robert Vinall - RV Capital GmbH Add 72.61% 9,000 0.29
≡ Bill Nygren - Oakmark Funds Add 1.50% 48,015 0.01
≡ Terry Smith - Fundsmith Reduce 58.07% 303,976 0.29
≡ Polen Capital Management Reduce 98.32% 1,804,197 1.76
Q4  2025
≡ Bill Nygren - Oakmark Funds Add 68.53% 1,305,225 0.26
≡ Polen Capital Management Reduce 30.40% 801,395 0.55
Q3  2025
≡ Terry Smith - Fundsmith Add 26.58% 109,923 0.12
≡ Bill Nygren - Oakmark Funds Reduce 8.52% 177,320 0.06
≡ Polen Capital Management Reduce 8.98% 260,066 0.18
Q2  2025
≡ Polen Capital Management Reduce 6.50% 201,365 0.14
≡ Bill Nygren - Oakmark Funds Reduce 31.52% 958,231 0.36
Q1  2025
≡ Terry Smith - Fundsmith Add 28.18% 90,899 0.09
≡ Polen Capital Management Reduce 2.33% 73,806 0.05
≡ Bill Nygren - Oakmark Funds Reduce 13.21% 462,796 0.17
Q4  2024
≡ Polen Capital Management Reduce 9.66% 339,236 0.19
≡ Bill Nygren - Oakmark Funds Reduce 13.53% 548,120 0.19
Q3  2024
≡ Polen Capital Management Add 57.01% 1,274,771 0.55
≡ Bill Nygren - Oakmark Funds Add 0.59% 23,818 0.01
≡ Robert Vinall - RV Capital GmbH Buy 12,395 0.43
Q2  2024
≡ Polen Capital Management Add 47.09% 715,843 0.26
≡ Bill Nygren - Oakmark Funds Add 18.69% 634,028 0.15
≡ Terry Smith - Fundsmith Reduce 0.82% 2,660 0.00
Q1  2024
≡ Polen Capital Management Add 9171.71% 1,503,885 0.69
≡ Terry Smith - Fundsmith Add 106.07% 167,427 0.13
≡ ValueAct Capital Sell 100.00% 608,000 2.52
Q4  2023
≡ ValueAct Capital Buy 608,000 2.52
≡ Terry Smith - Fundsmith Reduce 1.29% 2,060 0.00
≡ Polen Capital Management Reduce 5.41% 937 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
≡ Terry Smith - Fundsmith Reduce 0.19% 301 0.00
≡ Polen Capital Management Reduce 11.71% 2,173 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
≡ Terry Smith - Fundsmith Reduce 0.91% 2,341 0.00
≡ Polen Capital Management Reduce 13.81% 2,135 0.00
Q1  2022
≡ Polen Capital Management Add 30.11% 3,577 0.00
≡ Terry Smith - Fundsmith Add 18.17% 39,689 0.05
Q4  2021
≡ Polen Capital Management Add 25.77% 2,434 0.00
≡ Terry Smith - Fundsmith Add 0.21% 468 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 2,709 0.01
Q3  2021
≡ Polen Capital Management Add 4.99% 449 0.00
≡ Terry Smith - Fundsmith Add 0.36% 784 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.