Question 1

How many shares of PAYC does POLEN CAPITAL MANAGEMENT LLC own?

Accepted Answer

POLEN CAPITAL MANAGEMENT LLC previously held 0 shares of PAYC (PAYCOM SOFTWARE INC) before exiting the position in 2026-Q2.

Question 2

What is POLEN CAPITAL MANAGEMENT LLC's PAYC position worth?

Accepted Answer

POLEN CAPITAL MANAGEMENT LLC's PAYC position was last reported at $0 in 2026-Q2 before the exit.

Question 3

Is POLEN CAPITAL MANAGEMENT LLC buying or selling PAYC?

Accepted Answer

In 2026-Q2, POLEN CAPITAL MANAGEMENT LLC exited their PAYC position entirely (-100.0% change in shares).

Question 4

When did POLEN CAPITAL MANAGEMENT LLC first buy PAYC?

Accepted Answer

Based on available 13F filings, POLEN CAPITAL MANAGEMENT LLC first reported a position in PAYC in 2024-Q3. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$125.68	0
2026-Q1	Decreased	30,831	-98.3%	$3.7M	0.0%	$131.81	0
2025-Q4	Decreased	1.8M	-30.4%	$292.4M	1.2%	$160.52	0
2025-Q3	Decreased	2.6M	-9.0%	$548.7M	1.8%	$217.67	0
2025-Q2	Decreased	2.9M	-6.5%	$670.2M	2.1%	$226.34	0
2025-Q1	Decreased	3.1M	-2.3%	$676.8M	2.1%	$217.58	0
2024-Q4	Decreased	3.2M	-9.7%	$650.1M	1.8%	$202.99	0
2024-Q3	Increased	3.5M	+57.0%	$584.8M	1.5%	$166.34	71