{
 "company": "Paycom Software",
 "ticker": "PAYC",
 "page": "https://www.moatshark.com/s/payc",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "RV Capital",
   "moatshark_slug": "rv-capital",
   "period": "2026-06-30",
   "portfolio_pct": 0.7,
   "value_usd": 2688924,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 8
  },
  {
   "manager": "Harris Associates (Oakmark)",
   "moatshark_slug": "harris-associates-oakmark",
   "period": "2026-06-30",
   "portfolio_pct": 0.57,
   "value_usd": 426991013,
   "change": "ADD",
   "share_change_pct": 4.3,
   "quarters_held": 11
  },
  {
   "manager": "Fundsmith",
   "moatshark_slug": "fundsmith",
   "period": "2026-06-30",
   "portfolio_pct": 0.09,
   "value_usd": 12663894,
   "change": "REDUCE",
   "share_change_pct": -54.1,
   "quarters_held": 31
  },
  {
   "manager": "Polen Capital Management",
   "moatshark_slug": "polen-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 0,
   "change": "EXIT",
   "share_change_pct": null,
   "quarters_held": 20
  }
 ]
}