Fundsmith LLP
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Fundsmith LLP’s Paycom PAYC Stock Holding History

Fundsmith LLP’s Portfolio PAYC Stock Details PAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.7M Sell
219,457
-303,976
-58% -$40.7M 0.21% 22
2025
Q4 		$83.4M Hold
523,433
– – 0.49% 23
2025
Q3 		$109M Buy
523,433
+109,923
+27% +$24.8M 0.55% 21
2025
Q2 		$95.7M Hold
413,510
– – 0.42% 23
2025
Q1 		$90.3M Buy
413,510
+90,899
+28% +$19.2M 0.41% 27
2024
Q4 		$66.1M Hold
322,611
– – 0.28% 33
2024
Q3 		$53.7M Hold
322,611
– – 0.21% 37
2024
Q2 		$46.1M Sell
322,611
-2,660
-0.8% -$456K 0.19% 37
2024
Q1 		$64.7M Buy
325,271
+167,427
+106% +$32M 0.25% 34
2023
Q4 		$32.6M Sell
157,844
-2,060
-1% -$436K 0.14% 38
2023
Q3 		$41.5M Sell
159,904
-1,103
-0.7% -$336K 0.19% 35
2023
Q2 		$51.7M Hold
161,007
– – 0.22% 34
2023
Q1 		$48.9M Hold
161,007
– – 0.21% 33
2022
Q4 		$50M Sell
161,007
-301
-0.2% -$97.1K 0.23% 33
2022
Q3 		$53.2M Sell
161,308
-94,414
-37% -$32.5M 0.25% 35
2022
Q2 		$71.6M Sell
255,722
-2,341
-0.9% -$691K 0.32% 31
2022
Q1 		$89.4M Buy
258,063
+39,689
+18% +$13.3M 0.31% 34
2021
Q4 		$90.7M Buy
218,374
+468
+0.2% +$222K 0.22% 34
2021
Q3 		$108M Buy
217,906
+784
+0.4% +$349K 0.3% 32
2021
Q2 		$78.9M Buy
217,122
+1,190
+0.6% +$422K 0.22% 33
2021
Q1 		$79.9M Buy
215,932
+906
+0.4% +$357K 0.25% 32
2020
Q4 		$97.2M Buy
215,026
+232
+0.1% +$92.4K 0.32% 30
2020
Q3 		$66.9M Buy
214,794
+18,868
+10% +$5.51M 0.26% 29
2020
Q2 		$60.7M Buy
195,926
+21,320
+12% +$5.67M 0.26% 30
2020
Q1 		$35.3M Buy
174,606
+3,678
+2% +$1.01M 0.2% 31
2019
Q4 		$45.3M Hold
170,928
– – 0.21% 29
2019
Q3 		$35.8M Hold
170,928
– – 0.18% 28
2019
Q2 		$38.8M Hold
170,928
– – 0.2% 29
2019
Q1 		$32.3M Hold
170,928
– – 0.18% 29
2018
Q4 		$20.9M Buy
+170,928
New +$21.9M 0.13% 30

Other funds holding PAYC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Fundsmith LLP's PAYC Position: Q1 2026 in Review

Fundsmith LLP reduced its Paycom (PAYC) stake by 58% in Q1 2026, selling an estimated $40.7M and leaving 219,457 shares worth $26.7M. The position accounts for 0.21% of the portfolio, ranked #22.

Fundsmith LLP first reported a position in PAYC in Q4 2018 and has held it in 30 quarters since. The position peaked at $109M in Q3 2025. 596 funds tracked by Wall St. Rank hold PAYC as of Q1 2026.

  • Fundsmith LLP held 219,457 shares of Paycom worth $26.7M as of Q1 2026.
  • Fundsmith LLP sold 303,976 Paycom shares in Q1 2026, an estimated $40.7M.
  • Paycom made up 0.21% of Fundsmith LLP's portfolio in Q1 2026, its #22 holding.
  • Fundsmith LLP first reported a position in Paycom in Q4 2018 and has held it in 30 quarters since.
  • Fundsmith LLP's Paycom position peaked at $109M in Q3 2025.
  • 596 funds tracked by Wall St. Rank held Paycom as of Q1 2026.

Based on Fundsmith LLP's 13F filing for Q1 2026, filed 15 May 2026.