← Top Holdings

PAYCPAYCOM SOFTWARE INC

CUSIP: 70432V102

4

Guru Owners

$444.8M

Total Value Held

3.5M

Total Shares

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$359.6M$719.2M$1.08B$1.44BQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Quarter-by-Quarter Activity

Q2 '264 owners · $444.8M
INCREASEDBill Nygren$427.0M
REDUCEDTerry Smith$12.7M
NEWRay Dalio$2.5M
SOLDPolen Capital
Q1 '264 owners · $429.0M
INCREASEDBill Nygren$395.9M
REDUCEDTerry Smith$26.7M
INCREASEDPolen Capital$3.7M
INCREASEDRobert Vinall$2.7M
SOLDRay Dalio
Q4 '255 owners · $895.7M
INCREASEDBill Nygren$511.5M
REDUCEDPolen Capital$292.4M
REDUCEDRay Dalio$6.4M
Q3 '255 owners · $1.06B
REDUCEDPolen Capital$548.7M
REDUCEDBill Nygren$396.4M
INCREASEDTerry Smith$108.9M
INCREASEDRay Dalio$1.2M
Q2 '255 owners · $1.26B
REDUCEDPolen Capital$670.2M
REDUCEDBill Nygren$481.7M
INCREASEDRay Dalio$13.3M
Q1 '255 owners · $1.44B
NEWPolen Capital$676.8M
REDUCEDBill Nygren$664.2M
INCREASEDTerry Smith$90.3M
NEWRay Dalio$4.3M

🏛️ Congressional Trades

PAYC: Held by 4 superinvestors · 7 congress member trades

SELLGilbert CisnerosD
$1,001 - $15,0002026-04-14
BUYGilbert CisnerosD
$1,001 - $15,0002026-03-13
BUYRo KhannaD
$1,001 - $15,0002025-11-03
SELLRo KhannaD
$1,001 - $15,0002025-10-07
SELLJulie JohnsonD
$1,001 - $15,0002025-09-25
SELLJulie JohnsonD
$1,001 - $15,0002025-09-23
BUYJulie JohnsonD
$1,001 - $15,0002025-09-23