PAYC
Paycom Software Inc
3 of the 83 super-investors we track hold PAYC, worth a combined $435M per their latest 13F filings. The largest position: Robert Vinall at 0.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 35 of 100 (how strongly the cohort backs it) — ranked #196 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own PAYC
PAYC is held by 3 super-investors in our cohort, with a combined position value of $435M. The highest-conviction owner is Robert Vinall at 0.7% of their portfolio. Cohort ownership has shrunk from 4 to 3 over the last four quarters — net interest is fading.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.6% | 11q | $427M | 3,397,446 |
| 2 | Joel Greenblatt | <0.1% | 37q | $5M | 38,764 |
| 3 | Robert Vinall | 0.7% | 8q | $3M | 21,395 |
Owners of PAYC also hold
Congress is trading PAYC
Congress tracker →- Gilbert Cisnerossold$1,001 - $15,000 · 2026-04-14
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-03-13
- Tony Wiedsold$15,001 - $50,000 · 2026-02-12
- Julie Johnsonsold$1,001 - $15,000 · 2025-09-25
- Julie Johnsonsold$1,001 - $15,000 · 2025-09-23 · late
- Julie Johnsonbought$1,001 - $15,000 · 2025-09-23 · late
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Long US equity 13F-HR filings only. CUSIP 70432V102. Not investment advice.