Position in PAYC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,946,404
+$1,541,702 QoQ
Shares Held
71,184
+16.8% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#83
of 595 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $804,282,438 across 108 Software - Application names. PAYC ranks #21 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
236,839 | $60,275,525 | |
| 2 | SHOP |
Shopify Inc.
|
469,832 | $53,645,417 | |
| 3 | CRM |
Salesforce, Inc.
|
336,625 | $52,735,671 | |
| 4 | NOW |
ServiceNow, Inc.
|
500,297 | $49,669,485 | |
| 5 | ADP |
Automatic Data Processing Inc
|
185,212 | $41,478,226 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
90,759 | $34,063,667 | |
| 7 | PAYX |
Paychex Inc
|
321,743 | $31,636,988 | |
| 8 | UBER |
Uber Technologies, Inc
|
420,860 | $30,369,257 |
All Filings in PAYC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,946,404 | 71,184 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,404,702 | 60,924 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,238,848 | 14,049 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,370,297 | 11,388 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,647,678 | 11,442 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,002,806 | 9,167 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,585,647 | 7,736 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,263,599 | 7,586 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $851,229 | 5,951 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,046,593 | 5,259 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,047,767 | 9,906 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,545,772 | 9,819 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,826,590 | 8,799 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,614,486 | 8,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,750,277 | 8,863 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,994,989 | 9,076 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,264,770 | 8,085 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,816,415 | 8,131 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,873,114 | 6,920 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,922,446 | 5,895 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,142,292 | 5,894 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,688,115 | 7,264 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,131,379 | 6,924 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,319,185 | 7,450 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $579,504 | 1,871 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $965,607 | 4,780 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||