SEC 13F Intelligence

Intrinsic Value Partners, LLC / PAYC

Intrinsic Value Partners, LLC’s Paycom Software Inc Position

Does Intrinsic Value Partners, LLC own Paycom Software Inc (PAYC)? Yes — 20.7K shares worth $3M (+1.94% of its 13F portfolio) as of Q1 2026, up from 14.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
20.7K
% of Portfolio
+1.94%
Quarters Held
7
currently held

Position History PAYC

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.7K$3M+1.94%
Q4 202514.4K$2M+1.73%
Q3 202510.7K$2M+1.80%
Q2 202510.6K$2M+2.18%
Q1 202510.6K$2M+2.29%
Q4 202410.5K$2M+2.16%
Q3 202410.8K$2M+1.79%

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