Polen Capital Management sold its entire Paycom Software, Inc (PAYC) position in 2026 Q2, according to the 13F-HR filed with the SEC on August 4, 2026. The prior filing listed 30.8K shares worth about $3.7M, 0.03% of the portfolio; the 2026 Q2 filing lists none. PAYC had been in the portfolio for 5 years, since the quarter ended June 30, 2021.
What did the 2026 Q2 filing report for PAYC?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Before | After | |
|---|---|---|
| Shares | 30.8K | 0 |
| Reported value | $3.7M | $0 |
| Portfolio weight | 0.03% | 0% |
| Held since | 2021 Q2 | sold out in 2026 Q2 |
| Quarters held | 20 |
What did Polen Capital Management sell?
Polen Capital Management sold 30.8K shares of PAYC between the quarter ended March 31, 2026 and June 30, 2026. The PAYC exit was the 59th largest of the quarter's 289 position changes by percent change to portfolio.
Where does PAYC sit in the Polen Capital Management portfolio?
Before the sale, PAYC carried 0.03% of the Polen Capital Management portfolio, below the fund's average stock position of 0%. The largest stock position is LLY at 6.89%. Next come NVDA at 6.86% and MSFT at 6.74%. The three largest stocks together are 20.49% of the book. Across the 2026 Q2 portfolio, Polen Capital Management reported 219 stock positions, with 68 opened and 70 closed. The total portfolio value is about $11.6B, down 20% from the prior quarter.
How long has Polen Capital Management held PAYC?
Polen Capital Management held PAYC for 5 years, from the quarter ended June 30, 2021 to March 31, 2026. The fund sold out of the name in 2020 Q1 and came back in 2021 Q2. The weight peaked at 2.13% in 2025 Q1. Last quarter the fund had already cut the position by 98%, so the exit finishes a two-quarter unwind. Every reported trade is on the Polen Capital Management PAYC trade history page.
Did other funds buy or sell PAYC in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 4, 2026, 3 still hold PAYC. The largest buyer of PAYC this quarter was Bill Nygren. The largest seller was Terry Smith. Every tracked holder of PAYC is on the PAYC ownership page.
FAQ
How many PAYC shares did Polen Capital Management sell?
Polen Capital Management sold all 30.8K shares of PAYC it reported a quarter earlier, worth about $3.7M.
When did Polen Capital Management first buy PAYC?
Polen Capital Management first reported PAYC in the quarter ended December 31, 2017.
How much of the Polen Capital Management portfolio was PAYC?
PAYC was 0.03% of the Polen Capital Management portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell PAYC in 2026 Q2?
No other tracked fund sold out of PAYC in 2026 Q2, but 1 trimmed it; 3 still hold it.