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PAYC —
PAYCOM SOFTWARE INC
CUSIP: 70432V102 · Held by 6 superinvestors · Combined value: $951,204,058
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.7% | $511,507,194 | 3,209,759 | ADD | +1,305,225 |
| 2 | Polen Capital | 1.2% | $292,430,057 | 1,835,028 | REDUCE | -801,395 |
| 3 | Terry Smith | 0.5% | $83,414,283 | 523,433 | - | - |
| 4 | Ken Griffin | 0.0% | $55,455,846 | 347,991 | ADD | +104,385 |
| 5 | Ray Dalio | 0.0% | $6,421,411 | 40,295 | ADD | +34,441 |
| 6 | Robert Vinall | 0.5% | $1,975,267 | 12,395 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | ADD | +1,305,225 | +68.5% |
| Ken Griffin | ADD | +104,385 | +42.8% |
| Ray Dalio | ADD | +34,441 | +588.3% |
| Polen Capital | REDUCE | -801,395 | -30.4% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Terry Smith | ADD | +109,923 | +26.6% |
| Bill Nygren | REDUCE | -177,320 | -8.5% |
| Ken Griffin | REDUCE | -22,875 | -8.6% |
| Polen Capital | REDUCE | -260,066 | -9.0% |
| Ray Dalio | REDUCE | -51,698 | -89.8% |
Who Owns PAYC? Superinvestor Holdings
PAYCOM SOFTWARE INC is held by 6 tracked superinvestors, with a combined position value of $951 million . The largest positions are held by Bill Nygren (0.7% of portfolio), Polen Capital (1.2% of portfolio), Terry Smith (0.5% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 1 reduced or exited.