Thurston Springer Miller Herd & Titak’s Paycom PAYC Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.26K	Hold	10	–	–	﹤0.01%	1149
2026 Q1	$1.21K	Hold	10	–	–	﹤0.01%	1234
2025 Q4	$1.59K	Buy	+10	New	+$1.77K	﹤0.01%	1238
2025 Q3	–	Sell	-681	Closed	-$158K	–	1117
2025 Q2	$158K	Buy	681 +445	+189%	+$105K	0.02%	409
2025 Q1	$51.8K	Buy	236 +126	+115%	+$26.6K	0.01%	625
2024 Q4	$22.7K	Buy	110 +85	+340%	+$17.3K	﹤0.01%	699
2024 Q3	$4.19K	Sell	25 -20	-44%	-$3.2K	﹤0.01%	1230
2024 Q2	$6.46K	Buy	+45	New	+$7.72K	﹤0.01%	1131

Other funds holding PAYC

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

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SFG

Sather Financial Group Victoria, Texas $1.74B AUM 15.15% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's PAYC Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Paycom (PAYC) position steady in Q2 2026 at 10 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Thurston Springer Miller Herd & Titak first reported a position in PAYC in Q2 2024 and has held it in 8 quarters since. The position peaked at $158K in Q2 2025. 196 funds tracked by Wall St. Rank hold PAYC as of Q2 2026.

Thurston Springer Miller Herd & Titak held 10 shares of Paycom worth $1.26K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its Paycom share count unchanged in Q2 2026.
Paycom made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #1149 holding.
Thurston Springer Miller Herd & Titak first reported a position in Paycom in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's Paycom position peaked at $158K in Q2 2025.
196 funds tracked by Wall St. Rank held Paycom as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.