← Super investors
PAYC
Paycom Software Inc
4 super-investor ownerscombined $423Mlargest position 0.7%
1 ADD
Cohort owners over time
2023Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 1
Peak: 1
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.5% | 10q | $396M | 3,257,774 |
| 2 | Joel Greenblatt | <0.1% | 37q | $21M | 169,757 |
| 3 | Polen Capital Management | <0.1% | 29q | $4M | 30,831 |
| 4 | Robert Vinall | 0.7% | 7q | $3M | 21,395 |
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Robert Vinall | ADD | 0.7% | +73% | $3M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 70432V102. Not investment advice.