Ninety One (UK)’s Paycom PAYC Stock Holding History

Ninety One (UK)’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	$33.4M	Sell	153,432 -2,002	-1%	-$391K	0.07%	138
2026 Q2	$19.5M	Buy	155,434 +8,913	+6%	+$1.16M	0.04%	155
2026 Q1	$17.8M	Buy	146,521 +42,868	+41%	+$5.74M	0.04%	147
2025 Q4	$16.5M	Buy	103,653 +4,060	+4%	+$719K	0.04%	154
2025 Q3	$20.7M	Buy	99,593 +1,551	+2%	+$349K	0.04%	138
2025 Q2	$22.7M	Sell	98,042 -18,358	-16%	-$4.35M	0.05%	124
2025 Q1	$25.4M	Sell	116,400 -59,148	-34%	-$12.5M	0.07%	124
2024 Q4	$36M	Sell	175,548 -1,498	-0.8%	-$305K	0.1%	112
2024 Q3	$29.5M	Buy	+177,046	New	+$28.3M	0.08%	117

Other funds holding PAYC

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Ninety One (UK)'s PAYC Position: Q3 2026 in Review

Ninety One (UK) reduced its Paycom (PAYC) stake by 1.3% in Q3 2026, selling an estimated $391K and leaving 153,432 shares worth $33.4M. The position accounts for 0.07% of the portfolio, ranked #138.

Ninety One (UK) first reported a position in PAYC in Q3 2024 and has held it in 9 quarters since. The position peaked at $36M in Q4 2024. 128 funds tracked by Wall St. Rank hold PAYC as of Q3 2026.

Ninety One (UK) held 153,432 shares of Paycom worth $33.4M as of Q3 2026.
Ninety One (UK) sold 2,002 Paycom shares in Q3 2026, an estimated $391K.
Paycom made up 0.07% of Ninety One (UK)'s portfolio in Q3 2026, its #138 holding.
Ninety One (UK) first reported a position in Paycom in Q3 2024 and has held it in 9 quarters since.
Ninety One (UK)'s Paycom position peaked at $36M in Q4 2024.
128 funds tracked by Wall St. Rank held Paycom as of Q3 2026.

Based on Ninety One (UK)'s 13F filing for Q3 2026, filed 15 Oct 2026.