Ronald Muhlenkamp's PAYC Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 60,459 shares of Paycom Software, Inc. (PAYC) worth $13.16 M, representing 3.20% of the portfolio. First purchased in 2026-Q3, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Ronald Muhlenkamp has initiated a new position in PAYC, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's Paycom Software (PAYC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Paycom Software (PAYC) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +60,459 | New Buy | 60,459 | $217.65 |
Ronald Muhlenkamp's Paycom Software Investment FAQs
Ronald Muhlenkamp first purchased Paycom Software, Inc. (PAYC) in Q3 2026, acquiring 60,459 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp has held Paycom Software, Inc. (PAYC) for 1 quarters since Q3 2026.
Ronald Muhlenkamp's largest addition to Paycom Software, Inc. (PAYC) was in Q3 2026, adding 60,459 shares worth $13.16 M.
According to the latest 13F filing for Q3 2026, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 60,459 shares of Paycom Software, Inc. (PAYC), valued at approximately $13.16 M.
As of the Q3 2026 filing, Paycom Software, Inc. (PAYC) represents approximately 3.20% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in Paycom Software, Inc. (PAYC) was 60,459 shares, as reported at the end of Q3 2026.