Reinhart Partners’s Paycom PAYC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.8M	Sell	63,921 -5,978	-9%	-$1.38M	0.51%	37
2025 Q1	$15.3M	Buy	69,899 +10,285	+17%	+$2.25M	0.56%	39
2024 Q4	$12.2M	Buy	59,614 +12,778	+27%	+$2.62M	0.47%	43
2024 Q3	$7.8M	Buy	+46,836	New	+$7.8M	0.3%	71