SEC 13F Intelligence

Bridgecreek Investment Management, LLC / PAYC

Bridgecreek Investment Management, LLC’s Paycom Software Inc Position

Does Bridgecreek Investment Management, LLC own Paycom Software Inc (PAYC)? Yes66.2K shares worth $14M (+2.65% of its 13F portfolio) as of Q4 2023, down from 68.4K shares the prior filed quarter.

Position Value
$14M
Q4 2023
Shares
66.2K
% of Portfolio
+2.65%
Quarters Held
21
currently held

Position History PAYC

Reported value by quarter
Q4 ’18: $17MQ4 ’18Q1 ’19: $24MQ2 ’19: $27MQ3 ’19: $24MQ3 ’19Q4 ’19: $30MQ1 ’20: $20MQ2 ’20: $30MQ2 ’20Q3 ’20: $30MQ4 ’20: $41MQ1 ’21: $35MQ1 ’21Q2 ’21: $31MQ3 ’21: $42MQ4 ’21: $35MQ4 ’21Q1 ’22: $29MQ2 ’22: $23MQ3 ’22: $27MQ3 ’22Q4 ’22: $24MQ1 ’23: $23MQ2 ’23: $24MQ2 ’23Q3 ’23: $18MQ4 ’23: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202366.2K$14M+2.65%
Q3 202368.4K$18M+3.62%
Q2 202376.2K$24M+4.69%
Q1 202375.4K$23M+4.72%
Q4 202276.0K$24M+5.26%
Q3 202281.0K$27M+5.71%
Q2 202281.5K$23M+4.73%
Q1 202283.9K$29M+4.31%
Q4 202185.2K$35M+4.83%
Q3 202185.7K$42M+6.07%
Q2 202186.5K$31M+4.57%
Q1 202193.9K$35M+5.37%
Q4 202090.6K$41M+6.22%
Q3 202096.6K$30M+5.28%
Q2 202097.8K$30M+5.67%
Q1 202099.6K$20M+5.21%
Q4 2019112.3K$30M+5.40%
Q3 2019115.3K$24M+5.01%
Q2 2019118.6K$27M+5.61%
Q1 2019124.9K$24M+5.01%
Q4 2018137.0K$17M+4.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bridgecreek Investment Management, LLC’s full portfolio or all institutional holders of PAYC.