Position in PAYC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,747,199
-$288,682,863 QoQ
Shares Held
30,831
-98.3% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PAYC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,760,846,317 across 13 Software - Application names. PAYC ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
7,269,453 | $760,021,311 | |
| 2 | SHOP |
Shopify Inc.
|
6,306,740 | $748,105,498 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,917,928 | $209,886,561 | |
| 4 | SAP |
Sap SE
|
66,674 | $11,415,255 | |
| 5 | INTU |
Intuit Inc.
|
19,853 | $8,584,040 | |
| 6 | YOU |
Clear Secure, Inc.
|
145,900 | $7,063,019 | |
| 7 | FSLY |
Fastly, Inc.
|
238,518 | $6,931,333 | |
| 8 | PAYC |
Paycom Software, Inc.
This page
|
30,831 | $3,747,199 |
All Filings in PAYC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,747,199 | 30,831 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $292,430,062 | 1,835,028 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $548,745,083 | 2,636,423 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $670,247,554 | 2,896,489 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $658,590,548 | 2,846,113 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $676,819,141 | 3,097,854 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $650,095,150 | 3,171,660 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $584,809,946 | 3,510,896 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $319,855,320 | 2,236,125 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $302,551,320 | 1,520,282 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,389,587 | 16,397 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $4,494,186 | 17,334 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,134,057 | 15,982 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,886,048 | 16,072 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,085,980 | 16,390 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,125,604 | 18,563 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,731,758 | 13,322 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,353,995 | 15,457 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,932,457 | 11,880 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,682,854 | 9,446 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,270,139 | 8,997 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||