Position in PAYC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$787,510
+$236,084 QoQ
Shares Held
6,266
+38.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#242
of 593 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAYC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $52,284,099 across 28 Software - Application names. PAYC ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
86,290 | $13,518,191 | |
| 2 | NOW |
ServiceNow, Inc.
|
109,409 | $10,862,125 | |
| 3 | SHOP |
Shopify Inc.
|
46,910 | $5,356,183 | |
| 4 | INTU |
Intuit Inc.
|
17,055 | $4,451,355 | |
| 5 | ROP |
Roper Technologies Inc
|
10,183 | $3,445,825 | |
| 6 | KVYO |
Klaviyo, Inc.
|
128,408 | $1,938,960 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,428 | $1,439,550 | |
| 8 | ADBE |
Adobe Inc.
|
6,654 | $1,364,203 |
All Filings in PAYC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,510 | 6,266 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $551,426 | 4,537 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $624,691 | 3,920 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $621,714 | 2,987 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $685,175 | 2,961 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $647,793 | 2,965 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $528,207 | 2,577 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $431,083 | 2,588 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $418,105 | 2,923 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $555,038 | 2,789 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $523,621 | 2,533 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $651,545 | 2,513 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $805,991 | 2,509 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $759,416 | 2,498 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $794,393 | 2,560 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $815,075 | 2,470 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $681,531 | 2,433 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $842,742 | 2,433 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||