# Paycom Software (PAYC): value investors who own it

3 value investors held Paycom Software in their Q3 2026 13F, led by RV Capital, Harris Associates (Oakmark), Fundsmith.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| RV Capital | 0.7% | $2.7m | Unchanged | 8 |
| Harris Associates (Oakmark) | 0.6% | $427m | Added +4.3% | 11 |
| Fundsmith | 0.1% | $12.7m | Trimmed -54% | 31 |
| Polen Capital Management | 0.0% | $0k | Sold out | 20 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-28 | Hadlock Terrell Shane | President/Chief Client Officer | Sold | 241 | $58k |
| 2026-08-27 | Hadlock Terrell Shane | President/Chief Client Officer | Sold | 1639 | $388k |
| 2026-08-27 | Hadlock Terrell Shane | President/Chief Client Officer | Sold | 938 | $224k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/payc). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.