Ronald Muhlenkamp's Muhlenkamp & Co opened a new position in Paycom Software, Inc (PAYC) in 2026 Q3, according to the 13F-HR filed with the SEC on November 10, 2026. The filing lists 60.5K shares worth about $13.2M at September 30, 2026, 3.2% of the reported portfolio. PAYC enters the book as the 18th largest of 32 stock positions.
What did the 2026 Q3 filing report for PAYC?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Value | |
|---|---|
| Shares | 60.5K |
| Reported value | $13.2M |
| Portfolio weight | 3.2% |
| Rank in portfolio | 18th of 32 |
How big is the new PAYC position?
Ronald Muhlenkamp opened 5 stock positions in 2026 Q3; PAYC is the 2nd largest of them by weight. An average stock position in the Ronald Muhlenkamp portfolio is 3% of the reported value, so the new name starts at about the fund's typical size.
Where does PAYC sit in the Ronald Muhlenkamp portfolio?
PAYC ranks 18th of 32 stock positions in the Ronald Muhlenkamp portfolio at 3.2%, about the fund's average stock position of 3%. The largest stock position is NEM at 6.51%. Next come AEM at 6.2% and MCK at 5.67%. The three largest stocks together are 18.38% of the book. The PAYC purchase was the 4th largest of the quarter's 29 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Ronald Muhlenkamp reported 32 stock positions, with 5 opened and 1 closed. The total portfolio value is about $411M, up 19% from the prior quarter.
Has Ronald Muhlenkamp held PAYC before?
Ronald Muhlenkamp has not reported PAYC before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many PAYC shares does Ronald Muhlenkamp hold?
Ronald Muhlenkamp holds 60.5K shares of PAYC as of September 30, 2026, worth about $13.2M.
What is PAYC's weight in the Ronald Muhlenkamp portfolio?
PAYC is 3.2% of the Ronald Muhlenkamp portfolio and ranks 18th of 32 stocks by weight.
Has Ronald Muhlenkamp owned PAYC before?
No. Ronald Muhlenkamp has not reported PAYC before in the filings we track, which start with the quarter ended June 30, 2013.