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Kodai Capital Management’s Paycom PAYC Stock Holding History

Kodai 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
2025
Q1 		$3.57M Buy
+16,318
New +$3.44M 0.14% 113
2024
Q2 		– Sell
-60,351
Closed -$12M – 144
2024
Q1 		$12M Buy
60,351
+52,075
+629% +$9.96M 0.28% 70
2023
Q4 		$1.71M Buy
+8,276
New +$1.75M 0.03% 103

Other funds holding PAYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Kodai Capital Management's PAYC Position: Q1 2025 in Review

Kodai Capital Management opened a new position in Paycom (PAYC) in Q1 2025: 16,318 shares worth $3.57M. The stake represents 0.14% of the portfolio and ranks #113 among its holdings. This is a return to the name: Kodai Capital Management previously reported a position in PAYC as recently as Q1 2024.

Kodai Capital Management first reported a position in PAYC in Q4 2023 and has held it in 3 quarters since. The position peaked at $12M in Q1 2024. 722 funds tracked by Wall St. Rank hold PAYC as of Q1 2025.

  • Kodai Capital Management held 16,318 shares of Paycom worth $3.57M as of Q1 2025.
  • Paycom was a new Kodai Capital Management position in Q1 2025.
  • Paycom made up 0.14% of Kodai Capital Management's portfolio in Q1 2025, its #113 holding.
  • Kodai Capital Management first reported a position in Paycom in Q4 2023 and has held it in 3 quarters since.
  • Kodai Capital Management's Paycom position peaked at $12M in Q1 2024.
  • 722 funds tracked by Wall St. Rank held Paycom as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.