Fundsmith

Superinvestor

Fundsmith LLP

SEC CIK: 0001569205
Manager: Terry Smith
Style: Quality
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

PAYC holding history

Paycom Software, Inc. in every 13F filed by Fundsmith, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PAYC overview All 13F holders of PAYC Full Q2 2026 holdings

Shares (Q2 2026): 100,763
Value: $12.7M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PAYC by Fundsmith, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	100,763	$12.7M	0.1%	−118,694−54.1%	Reduced	Holders
Q1 2026	219,457	$26.7M	0.2%	−303,976−58.1%	Reduced	Holders
Q4 2025	523,433	$83.4M	0.5%	00.0%	Unchanged	Holders
Q3 2025	523,433	$108.9M	0.6%	+109,923+26.6%	Added	Holders
Q2 2025	413,510	$95.7M	0.4%	00.0%	Unchanged	Holders
Q1 2025	413,510	$90.3M	0.4%	+90,899+28.2%	Added	Holders
Q4 2024	322,611	$66.1M	0.3%	00.0%	Unchanged	Holders
Q3 2024	322,611	$53.7M	0.2%	00.0%	Unchanged	Holders
Q2 2024	322,611	$46.1M	0.2%	−2,660−0.8%	Reduced	Holders
Q1 2024	325,271	$64.7M	0.3%	+167,427+106.1%	Added	Holders
Q4 2023	157,844	$32.6M	0.1%	−2,060−1.3%	Reduced	Holders
Q3 2023	159,904	$41.5M	0.2%	−1,103−0.7%	Reduced	Holders
Q2 2023	161,007	$51.7M	0.2%	00.0%	Unchanged	Holders
Q1 2023	161,007	$48.9M	0.2%	00.0%	Unchanged	Holders
Q4 2022	161,007	$50.0M	0.2%	−301−0.2%	Reduced	Holders
Q3 2022	161,308	$53.2M	0.3%	−94,414−36.9%	Reduced	Holders
Q2 2022	255,722	$71.6M	0.3%	−2,341−0.9%	Reduced	Holders
Q1 2022	258,063	$89.4M	0.3%	+39,689+18.2%	Added	Holders
Q4 2021	218,374	$90.7M	0.2%	+468+0.2%	Added	Holders
Q3 2021	217,906	$108.0M	0.3%	+784+0.4%	Added	Holders
Q2 2021	217,122	$78.9M	0.2%	+1,190+0.6%	Added	Holders
Q1 2021	215,932	$79.9M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.