PAYC fund manager activity
Paycom Software, Inc · NYSE. Reported by 9 tracked fund managers in their 13F filings, Q4 2014 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ken Fisher - Fisher Asset Management | Trimmed | 67,142 | $10,699,775 | 0.00% | Feb 9, 2026 |
| Terry Smith - Fundsmith | No change | 523,433 | $83,414,283 | 0.49% | Feb 17, 2026 |
| Jeremy Grantham - GMO | Added | 8,307 | $1,323,804 | 0.00% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 47,061 | $7,499,641 | 0.03% | Feb 17, 2026 |
| Bill Nygren - Oakmark Funds | Added | 3,209,759 | $511,507,194 | 0.65% | Feb 17, 2026 |
| Polen Capital Management | Trimmed | 1,835,028 | $292,430,057 | 1.25% | Feb 12, 2026 |
| Robert Vinall - RV Capital GmbH | No change | 12,395 | $1,975,267 | 0.46% | Jan 30, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ken Fisher - Fisher Asset Management | Added | 77,012 | $16,029,359 | 0.01% | Nov 12, 2025 |
| Terry Smith - Fundsmith | Added | 523,433 | $108,947,345 | 0.55% | Nov 14, 2025 |
| Jeremy Grantham - GMO | Added | 5,057 | $1,052,564 | 0.00% | Nov 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 105,977 | $22,058,053 | 0.10% | Nov 14, 2025 |
| Bill Nygren - Oakmark Funds | Trimmed | 1,904,534 | $396,409,707 | 0.64% | Nov 14, 2025 |
| Polen Capital Management | Trimmed | 2,636,423 | $548,745,065 | 1.78% | Nov 12, 2025 |
| Robert Vinall - RV Capital GmbH | No change | 12,395 | $2,579,895 | 0.47% | Oct 22, 2025 |
Newer quarters · Older quarters