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Reinhart Partners’s Paycom PAYC Stock Holding History

Reinhart Partners’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
Q2 		$153M Buy
1,219,906
+204,191
+20% +$26.6M 3.5% 7
2026
Q1 		$123M Buy
1,015,715
+417,392
+70% +$55.8M 3.55% 6
2025
Q4 		$95.4M Buy
598,323
+537,726
+887% +$95.3M 2.86% 13
2025
Q3 		$12.6M Sell
60,597
-3,324
-5% -$749K 0.41% 37
2025
Q2 		$14.8M Sell
63,921
-5,978
-9% -$1.42M 0.51% 37
2025
Q1 		$15.3M Buy
69,899
+10,285
+17% +$2.17M 0.56% 39
2024
Q4 		$12.2M Buy
59,614
+12,778
+27% +$2.6M 0.47% 43
2024
Q3 		$7.8M Buy
+46,836
New +$7.49M 0.3% 71

Other funds holding PAYC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Reinhart Partners's PAYC Position: Q2 2026 in Review

Reinhart Partners increased its Paycom (PAYC) stake by 20% in Q2 2026, buying an estimated $26.6M and bringing the position to 1,219,906 shares worth $153M. The position accounts for 3.5% of the portfolio, ranked #7.

Reinhart Partners first reported a position in PAYC in Q3 2024 and has held it in 8 quarters since. 596 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

  • Reinhart Partners held 1,219,906 shares of Paycom worth $153M as of Q2 2026.
  • Reinhart Partners bought 204,191 Paycom shares in Q2 2026, an estimated $26.6M.
  • Paycom made up 3.5% of Reinhart Partners's portfolio in Q2 2026, its #7 holding.
  • Reinhart Partners first reported a position in Paycom in Q3 2024 and has held it in 8 quarters since.
  • 596 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Reinhart Partners's 13F filing for Q2 2026, filed 8 Jul 2026.