Polen Capital add Paycom Software, Inc.
Polen Capital add $676.8M of disclosed value in Paycom Software, Inc..
Signal
Investor Move
Action
Add
Capital
$676.8M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2025
Total Changes
131
New
7
Reduced/Sold
93
Filing changes
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|---|---|---|---|---|
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| SHOP | Shopify Inc. | Reduced | $1.5B | 0.01% |
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| GOOGL | Alphabet Inc. | Reduced | $94.5M | 0% |
| TMO | Thermo Fisher Scientific Inc. | Reduced | $1.2B | 0% |
| SAP | SAP SE | Reduced | $145.7M | 0% |