Muhlenkamp & Co’s Paycom PAYC Stock Holding History

Muhlenkamp & Co’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 Q3	$13.2M	Buy	+60,459	New	+$11.8M	3.2%	18

Other funds holding PAYC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return

Muhlenkamp & Co's PAYC Position: Q3 2026 in Review

Muhlenkamp & Co opened a new position in Paycom (PAYC) in Q3 2026: 60,459 shares worth $13.2M. The stake represents 3.2% of the portfolio and ranks #18 among its holdings.

425 funds tracked by Wall St. Rank hold PAYC as of Q3 2026.

Muhlenkamp & Co held 60,459 shares of Paycom worth $13.2M as of Q3 2026.
Paycom was a new Muhlenkamp & Co position in Q3 2026.
Paycom made up 3.2% of Muhlenkamp & Co's portfolio in Q3 2026, its #18 holding.
425 funds tracked by Wall St. Rank held Paycom as of Q3 2026.

Based on Muhlenkamp & Co's 13F filing for Q3 2026, filed 10 Nov 2026.