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PAYC

Paycom Software, Inc. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
4 of 97 filed · prev 5
Median weight
0.34%
Sector
Technology
Type
equity · US

Moves3 this quarter

Streakslongest holders · 35 quarters on record

  1. Fundsmith Terry Smith, founder 0.1%31 quarters
  2. Oakmark Bill Nygren, CIO 0.6%11 quarters
  3. Baillie 0.1%9 quarters
  4. RV Capital Robert Vinall, portfolio manager 0.7%8 quarters

The record for PAYC begins Q4 2017: 35 quarters.

Over time35 quarters, Q4 2017 to Q2 2026

Managers holding4 Q2 2026

Largest weight0.7% Q2 2026

Holders4 of 97 filed · 1 exited

RV CapitalRobert Vinall, portfolio manager0.70%21,395$3Mheld—8 q
OakmarkBill Nygren, CIO0.57%3,397,446$427Madded+4%—11 q
Baillie0.11%975,398$123Mtrimmed−37%−0.08 pp9 q
FundsmithTerry Smith, founder0.07%100,763$13Mtrimmed−54%−0.08 pp31 q
PolenDan Davidowitz, portfolio manager———exited−0.03 pp—