Book
Universe
Index
Census
Generalist
· Mequon, WI
Reinhart Partners, LLC.
Software
$283M
Weight of 13F
6.0%
Names
4
Vs prior quarter
+$61.2M
Filed 8 July 2026.
72 positions in the whole 13F.
Software held
Paycom
PAYC
1,219,906 shares · 54.2% of their software
$153M
+$29.9M
ACI Worldwide
ACIW
2,424,247 shares · 43.1% of their software
$122M
+$30.3M
SS&C
SSNC
84,270 shares · 1.8% of their software
$5.2M
+$765K
Duolingo
DUOL
20,623 shares · 0.8% of their software
$2.4M
Flat
