Position in PAYC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$239,923
+$7,539 QoQ
Shares Held
1,909
-0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#378
of 595 holders
Holding Since
Jun 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAYC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SFMG, LLC holds $9,460,538 across 8 Software - Application names. PAYC ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
25,409 | $3,980,573 | |
| 2 | ADBE |
Adobe Inc.
|
16,038 | $3,288,110 | |
| 3 | PAYX |
Paychex Inc
|
6,468 | $635,998 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,585 | $578,910 | |
| 5 | UBER |
Uber Technologies, Inc
|
6,509 | $469,689 | |
| 6 | PAYC |
Paycom Software, Inc.
This page
|
1,909 | $239,923 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,029 | $201,439 | |
| 8 | SOUN |
Soundhound Ai, Inc.
|
10,185 | $65,896 |
All Filings in PAYC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,923 | 1,909 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $232,384 | 1,912 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $316,010 | 1,983 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $212,302 | 1,020 | Shares | Sole | 2025-11-13 | |
| 2020-12-31 | $880,530 | 1,947 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $391,304 | 1,257 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $403,268 | 1,302 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||