Position in PAYC
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$377,746
+$371,850 QoQ
Shares Held
3,108
+8300.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Peterson Wealth Services holds $5,669,064 across 7 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
12,207 | $4,581,531 | |
| 2 | IDCC |
InterDigital, Inc.
|
2,375 | $672,433 | |
| 3 | CRM |
Salesforce, Inc.
|
1,495 | $234,206 | |
| 4 | ADP |
Automatic Data Processing Inc
|
788 | $176,472 | |
| 5 | PCTY |
Paylocity Holding Corp
|
21 | $2,195 | |
| 6 | CRNC |
Cerence Inc.
|
100 | $1,132 | |
| 7 | HUBS |
Hubspot Inc
|
6 | $1,095 |
All Filings in PAYC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $377,746 | 3,108 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,896 | 37 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $812,578 | 3,904 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $831,651 | 3,594 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $784,780 | 3,592 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||