Valueact Holdings, L.P. / PAYC
Valueact Holdings, L.P.’s Paycom Software Inc Position
Does Valueact Holdings, L.P. own Paycom Software Inc (PAYC)? Not currently — the last reported position was 608.0K shares worth $126M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$126M
Q4 2023
Shares
608.0K
% of Portfolio
+2.52%
Quarters Held
1
position exited
Position History PAYC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 608.0K | $126M | +2.52% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Valueact Holdings, L.P.’s full portfolio or all institutional holders of PAYC.