Polen Capital Management’s Paycom PAYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-30,831
| Closed | -$3.75M | – | 268 |
|
|
2026
Q1 | $3.75M | Sell |
30,831
-1,804,197
| -98% | -$241M | 0.03% | 67 |
|
|
2025
Q4 | $292M | Sell |
1,835,028
-801,395
| -30% | -$142M | 1.25% | 27 |
|
|
2025
Q3 | $549M | Sell |
2,636,423
-260,066
| -9% | -$58.6M | 1.78% | 21 |
|
|
2025
Q2 | $670M | Sell |
2,896,489
-201,365
| -7% | -$47.7M | 2.06% | 21 |
|
|
2025
Q1 | $677M | Sell |
3,097,854
-73,806
| -2% | -$15.6M | 2.13% | 20 |
|
|
2024
Q4 | $650M | Sell |
3,171,660
-339,236
| -10% | -$69.1M | 1.76% | 20 |
|
|
2024
Q3 | $585M | Buy |
3,510,896
+1,274,771
| +57% | +$204M | 1.51% | 22 |
|
|
2024
Q2 | $320M | Buy |
2,236,125
+715,843
| +47% | +$123M | 0.8% | 25 |
|
|
2024
Q1 | $303M | Buy |
1,520,282
+1,503,885
| +9,172% | +$288M | 0.7% | 25 |
|
|
2023
Q4 | $3.39M | Sell |
16,397
-937
| -5% | -$198K | 0.01% | 88 |
|
|
2023
Q3 | $4.49M | Buy |
17,334
+1,352
| +8% | +$412K | 0.01% | 75 |
|
|
2023
Q2 | $5.13M | Sell |
15,982
-90
| -0.6% | -$26.5K | 0.01% | 69 |
|
|
2023
Q1 | $4.89M | Sell |
16,072
-318
| -2% | -$95.7K | 0.01% | 66 |
|
|
2022
Q4 | $5.09M | Sell |
16,390
-2,173
| -12% | -$701K | 0.01% | 63 |
|
|
2022
Q3 | $6.13M | Buy |
18,563
+5,241
| +39% | +$1.8M | 0.02% | 58 |
|
|
2022
Q2 | $3.73M | Sell |
13,322
-2,135
| -14% | -$630K | 0.01% | 68 |
|
|
2022
Q1 | $5.35M | Buy |
15,457
+3,577
| +30% | +$1.2M | 0.01% | 67 |
|
|
2021
Q4 | $4.93M | Buy |
11,880
+2,434
| +26% | +$1.15M | 0.01% | 68 |
|
|
2021
Q3 | $4.68M | Buy |
9,446
+449
| +5% | +$200K | 0.01% | 65 |
|
|
2021
Q2 | $3.27M | Buy |
+8,997
| New | +$3.19M | 0.01% | 68 |
|
|
2020
Q1 | – | Sell |
-1,712
| Closed | -$453K | – | 69 |
|
|
2019
Q4 | $453K | Sell |
1,712
-4,520
| -73% | -$1.07M | ﹤0.01% | 62 |
|
|
2019
Q3 | $1.31M | Buy |
6,232
+70
| +1% | +$16.4K | 0.01% | 37 |
|
|
2019
Q2 | $1.4M | Buy |
6,162
+455
| +8% | +$93.5K | 0.01% | 33 |
|
|
2019
Q1 | $1.08M | Sell |
5,707
-3,126
| -35% | -$508K | 0.01% | 35 |
|
|
2018
Q4 | $1.08M | Buy |
8,833
+2,852
| +48% | +$365K | 0.01% | 33 |
|
|
2018
Q3 | $930K | Buy |
5,981
+498
| +9% | +$67K | 0.01% | 34 |
|
|
2018
Q2 | $542K | Buy |
5,483
+594
| +12% | +$64.1K | ﹤0.01% | 41 |
|
|
2018
Q1 | $525K | Buy |
4,889
+1,456
| +42% | +$140K | ﹤0.01% | 34 |
|
|
2017
Q4 | $276K | Buy |
+3,433
| New | +$275K | ﹤0.01% | 43 |
|
Other funds holding PAYC
RP
Polen Capital Management's PAYC Position: Q2 2026 in Review
Polen Capital Management sold out of Paycom (PAYC) in Q2 2026, closing a stake of 30,831 shares — an estimated $3.75M sold.
Polen Capital Management first reported a position in PAYC in Q4 2017 and held it in 29 quarters. The position peaked at $677M in Q1 2025. 595 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.
- Polen Capital Management reported no remaining Paycom position as of Q2 2026 after selling out during the quarter.
- Polen Capital Management sold 30,831 Paycom shares in Q2 2026, an estimated $3.75M.
- Polen Capital Management first reported a position in Paycom in Q4 2017 and held it in 29 quarters.
- Polen Capital Management's Paycom position peaked at $677M in Q1 2025.
- 595 funds tracked by Wall St. Rank held Paycom as of Q2 2026.
Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.