Hitchwood Capital Management’s Paycom PAYC Stock Holding History

Hitchwood Capital Management’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
2022 Q1	–	Sell	-35,000	Closed	-$14.5M	–	45
2021 Q4	$14.5M	Sell	35,000 -60,000	-63%	-$28.4M	0.49%	45
2021 Q3	$47.1M	Buy	95,000 +10,000	+12%	+$4.46M	1.36%	26
2021 Q2	$30.9M	Buy	+85,000	New	+$30.1M	0.57%	38
2020 Q3	–	Sell	-150,000	Closed	-$46.5M	–	50
2020 Q2	$46.5M	Buy	+150,000	New	+$39.9M	2.17%	21
2018 Q4	–	Sell	-50,000	Closed	-$7.77M	–	41
2018 Q3	$7.77M	Buy	+50,000	New	+$6.73M	0.11%	52
2018 Q1	–	Sell	-425,000	Closed	-$34.1M	–	51
2017 Q4	$34.1M	Buy	+425,000	New	+$34M	1.28%	31

Other funds holding PAYC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hitchwood Capital Management's PAYC Position: Q1 2022 in Review

Hitchwood Capital Management sold out of Paycom (PAYC) in Q1 2022, closing a stake of 35,000 shares — an estimated $14.5M sold.

Hitchwood Capital Management first reported a position in PAYC in Q4 2017 and held it in 6 quarters. The position peaked at $47.1M in Q3 2021. 655 funds tracked by Wall St. Rank hold PAYC as of Q1 2022.

Hitchwood Capital Management reported no remaining Paycom position as of Q1 2022 after selling out during the quarter.
Hitchwood Capital Management sold 35,000 Paycom shares in Q1 2022, an estimated $14.5M.
Hitchwood Capital Management first reported a position in Paycom in Q4 2017 and held it in 6 quarters.
Hitchwood Capital Management's Paycom position peaked at $47.1M in Q3 2021.
655 funds tracked by Wall St. Rank held Paycom as of Q1 2022.

Based on Hitchwood Capital Management's 13F filing for Q1 2022, filed 16 May 2022.