PAYC fund manager activity
Paycom Software, Inc · NYSE. Reported by 9 tracked fund managers in their 13F filings, Q4 2014 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ken Fisher - Fisher Asset Management | Trimmed | 57,266 | $7,197,308 | 0.00% | Aug 4, 2026 |
| Terry Smith - Fundsmith | Trimmed | 100,763 | $12,663,894 | 0.09% | Aug 14, 2026 |
| Jeremy Grantham - GMO | Added | 38,739 | $4,868,718 | 0.01% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 364,230 | $45,776,426 | 0.11% | Aug 14, 2026 |
| Bill Nygren - Oakmark Funds | Added | 3,397,446 | $426,991,013 | 0.57% | Aug 14, 2026 |
| Polen Capital Management | Sold out | — | — | 0.00% | Aug 4, 2026 |
| Robert Vinall - RV Capital GmbH | No change | 21,395 | $2,688,924 | 0.70% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ken Fisher - Fisher Asset Management | Trimmed | 60,362 | $7,336,414 | 0.00% | May 5, 2026 |
| Terry Smith - Fundsmith | Trimmed | 219,457 | $26,672,804 | 0.21% | May 15, 2026 |
| Jeremy Grantham - GMO | Added | 22,951 | $2,789,465 | 0.01% | May 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 67,776 | $8,237,495 | 0.03% | May 15, 2026 |
| Bill Nygren - Oakmark Funds | Added | 3,257,774 | $395,949,852 | 0.53% | May 15, 2026 |
| Polen Capital Management | Trimmed | 30,831 | $3,747,225 | 0.03% | May 14, 2026 |
| Robert Vinall - RV Capital GmbH | Added | 21,395 | $2,676,998 | 0.70% | May 11, 2026 |
Older quarters