Dan Polen - Polen Capital Management
Holding/activity history for Paycom Software, Inc. (PAYC)
← All PAYC superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 30,831 | 0.03 | Reduce 98.32% | 1.23 | $104.90–159.85 · VW $127.30i | $3,747,225 | SEC |
| 2025 Q4 | 1,835,028 | 1.25 | Reduce 30.40% | 0.54 | $156.50–208.50 · VW $173.85i | $292,430,057 | SEC |
| 2025 Q3 | 2,636,423 | 1.78 | Reduce 8.98% | 0.19 | $207.18–248.95 · VW $224.34i | $548,745,065 | SEC |
| 2025 Q2 | 2,896,489 | 2.06 | Reduce 6.50% | 0.14 | $185.49–267.76 · VW $234.24i | $670,247,486 | SEC |
| 2025 Q1 | 3,097,854 | 2.13 | Reduce 2.33% | 0.04 | $197.12–228.45 · VW $212.88i | $676,819,145 | SEC |
| 2024 Q4 | 3,171,660 | 1.76 | Reduce 9.66% | 0.15 | $159.82–242.74 · VW $211.79i | $650,095,213 | SEC |
| 2024 Q3 | 3,510,896 | 1.51 | Add 57.01% | 0.55 | $139.50–178.90 · VW $162.93i | $584,809,936 | SEC |
| 2024 Q2 | 2,236,125 | 0.80 | Add 47.09% | 0.26 | $139.69–207.99 · VW $164.33i | $319,855,358 | SEC |
| 2024 Q1 | 1,520,282 | 0.70 | Add 9171.71% | 0.69 | $170.89–207.88 · VW $190.75i | $302,551,321 | SEC |
| 2023 Q4 | 16,397 | <0.01 | Reduce 5.41% | <0.01 | $146.15–279.96 · VW $191.57i | $3,389,588 | SEC |
| 2023 Q3 | 17,334 | 0.01 | Add 8.46% | <0.01 | $252.12–374.04 · VW $311.97i | $4,494,186 | SEC |
| 2023 Q2 | 15,982 | 0.01 | Reduce 0.56% | <0.01 | $262.11–328.88 · VW $292.75i | $5,134,058 | SEC |
| 2023 Q1 | 16,072 | 0.01 | Reduce 1.94% | <0.01 | $265.67–362.36 · VW $305.18i | $4,886,049 | SEC |
| 2022 Q4 | 16,390 | 0.01 | Reduce 11.71% | <0.01 | $290.69–357.19 · VW $326.24i | $5,085,981 | SEC |
| 2022 Q3 | 18,563 | 0.02 | Add 39.34% | <0.01 | $279.86–402.78 · VW $339.61i | $6,126,000 | SEC |
| 2022 Q2 | 13,322 | 0.01 | Reduce 13.81% | <0.01 | $255.82–363.80 · VW $294.73i | $3,732,000 | SEC |
| 2022 Q1 | 15,457 | 0.01 | Add 30.11% | <0.01 | $283.91–416.08 · VW $341.00i | $5,354,000 | SEC |
| 2021 Q4 | 11,880 | 0.01 | Add 25.77% | <0.01 | $389.20–558.97 · VW $470.65i | $4,932,000 | SEC |
| 2021 Q3 | 9,446 | 0.01 | Add 4.99% | <0.01 | $358.81–515.52 · VW $448.25i | $4,683,000 | SEC |
| 2021 Q2 | 8,997 | 0.01 | Buy | 0.01 | $302.44–404.77 · VW $356.36i | $3,270,000 | SEC |
| 2020 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $173.65–342.00 · VW $272.40i | SEC | |
| 2019 Q4 | 1,712 | <0.01 | Reduce 72.53% | <0.01 | $189.21–279.95 · VW $240.98i | $453,000 | SEC |
| 2019 Q3 | 6,232 | 0.01 | Add 1.14% | <0.01 | $201.29–259.71 · VW $233.01i | $1,306,000 | SEC |
| 2019 Q2 | 6,162 | 0.01 | Add 7.97% | <0.01 | $179.57–233.43 · VW $207.66i | $1,397,000 | SEC |
| 2019 Q1 | 5,707 | 0.01 | Reduce 35.39% | <0.01 | $115.03–190.63 · VW $165.56i | $1,079,000 | SEC |
| 2018 Q4 | 8,833 | 0.01 | Add 47.68% | <0.01 | $107.46–157.45 · VW $128.84i | $1,082,000 | SEC |
| 2018 Q3 | 5,981 | 0.01 | Add 9.08% | <0.01 | $97.18–164.08 · VW $136.06i | $930,000 | SEC |
| 2018 Q2 | 5,483 | <0.01 | Add 12.15% | <0.01 | $96.44–118.45 · VW $106.37i | $542,000 | SEC |
| 2018 Q1 | 4,889 | <0.01 | Add 42.41% | <0.01 | $79.18–115.48 · VW $96.07i | $525,000 | SEC |
| 2017 Q4 | 3,433 | <0.01 | Buy | <0.01 | $73.61–86.10 · VW $80.19i | $276,000 | SEC |
Price snapshot:
Current price$146.50
Avg. buy price$176.53
+/- since buy-17.01%
52-week low$104.33
52-week high$246.63