PAYC - PAYCOM SOFTWARE INC
This page shows which of the focused investors we track hold PAYC and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2026 it was held by 4 managers with an aggregate reported value of $429.05M, which is 0.04% of the combined portfolio.
As of Q1 2026, 4 tracked institutional managers held PAYC (PAYCOM SOFTWARE INC) with an aggregate reported value of $429.05M — 0.04% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2026
- Ticker
- PAYC
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Bill Nygren - Oakmark Funds | 0.53% | Add +1.5% | 3,257,774 | $395.95M |
| 2 | Terry Smith - Fundsmith | 0.21% | Reduce -58.1% | 219,457 | $26.67M |
| 3 | Polen Capital Management - Polen Capital Management | 0.03% | Reduce -98.3% | 30,831 | $3.75M |
| 4 | Robert Vinall - RV Capital GmbH | 0.70% | Add +72.6% | 21,395 | $2.68M |
Loading holder history for PAYC…