RP
PAYC icon

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
Q3 		$224M Sell
1,029,269
-190,637
-16% -$37.2M 5.45% 2
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Reinhart Partners's PAYC Position: Q3 2026 in Review

Reinhart Partners reduced its Paycom (PAYC) stake by 16% in Q3 2026, selling an estimated $37.2M and leaving 1,029,269 shares worth $224M. The position accounts for 5.45% of the portfolio, ranked #2.

Reinhart Partners first reported a position in PAYC in Q3 2024 and has held it in 9 quarters since. 24 funds tracked by Wall St. Rank hold PAYC as of Q3 2026.

  • Reinhart Partners held 1,029,269 shares of Paycom worth $224M as of Q3 2026.
  • Reinhart Partners sold 190,637 Paycom shares in Q3 2026, an estimated $37.2M.
  • Paycom made up 5.45% of Reinhart Partners's portfolio in Q3 2026, its #2 holding.
  • Reinhart Partners first reported a position in Paycom in Q3 2024 and has held it in 9 quarters since.
  • 24 funds tracked by Wall St. Rank held Paycom as of Q3 2026.

Based on Reinhart Partners's 13F filing for Q3 2026, filed 9 Oct 2026.