Ruffer LLP’s Paycom PAYC Stock Holding History

Ruffer LLP’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	$10.9M	Buy	87,209 +31,985	+58%	+$4.17M	0.39%	54
2026 Q1	$6.73M	Buy	55,224 +35,640	+182%	+$4.77M	0.28%	52
2025 Q4	$3.13M	Buy	+19,584	New	+$3.47M	0.14%	91

Other funds holding PAYC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ruffer LLP's PAYC Position: Q2 2026 in Review

Ruffer LLP increased its Paycom (PAYC) stake by 58% in Q2 2026, buying an estimated $4.17M and bringing the position to 87,209 shares worth $10.9M. The position accounts for 0.39% of the portfolio, ranked #54.

Ruffer LLP first reported a position in PAYC in Q4 2025 and has held it in 3 quarters since. 595 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

Ruffer LLP held 87,209 shares of Paycom worth $10.9M as of Q2 2026.
Ruffer LLP bought 31,985 Paycom shares in Q2 2026, an estimated $4.17M.
Paycom made up 0.39% of Ruffer LLP's portfolio in Q2 2026, its #54 holding.
Ruffer LLP first reported a position in Paycom in Q4 2025 and has held it in 3 quarters since.
595 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Ruffer LLP's 13F filing for Q2 2026, filed 30 Jul 2026.