PAYC
Paycom Software, Inc. · Technology · Software - Application
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 126 | -3 | 30.71M | $3.86B | +8 | −10 |
| Q1 2026 | 131 | -21 | 32.92M | $4.01B | +6 | −28 |
| Q4 2025 | 153 | +1 | 37.81M | $6.01B | +2 | — |
| Q3 2025 | 22 | 0 | 23.42M | $4.87B | — | −1 |
| Q2 2025 | 20 | 0 | 20.95M | $4.85B | +1 | −1 |
| Q1 2025 | 17 | +1 | 9.34M | $2.04B | +2 | −1 |
| Q4 2024 | 16 | -1 | 8.62M | $1.77B | — | −1 |
| Q3 2024 | 16 | -1 | 7.13M | $1.19B | +1 | −2 |
| Q2 2024 | 17 | — | 7.37M | $1.05B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Harris Associates (Oakmark) ✦ | 4.03M | — | $576.05M | 1.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.38M | — | $197.17M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.38M | — | $197.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 1.21M | — | $172.56M | 0.3% | n/c | 1 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 1.21M | — | $172.56M | 0.3% | n/c | 1 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 214.81K | — | $30.73M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Fisher Asset Management ✦ | 80.11K | — | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 74.04K | — | $10.59M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 74.04K | — | $10.59M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baillie Gifford ✦ | 74.04K | — | $10.59M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 66.25K | — | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 66.25K | — | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Norges Bank ✦ (pasivo) | 57.37K | — | $8.21M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Millennium Management ✦ | 50.30K | — | $7.19M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 48.25K | — | $6.90M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 41.43K | — | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 31.87K | — | $4.56M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Adage Capital Partners ✦ | 31.10K | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 19.48K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 19.48K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 19.48K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 16.36K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Marshall Wace ✦ | 13.05K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wellington Management ✦ | 6.87K | — | $982,684 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wellington Management ✦ | 6.87K | — | $982,684 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wellington Management ✦ | 6.87K | — | $982,684 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 3.10K acciones, $376 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.