Position in PAYC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$194,175
+$6,032 QoQ
Shares Held
1,545
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#401
of 593 holders
Holding Since
Dec 2024
6 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, 2026Phillips Wealth Planners LLC holds $1,791,052 across 6 Software - Application names. PAYC ranks #6 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,449 | $383,660 | |
| 2 | PAYX |
Paychex Inc
|
3,752 | $368,934 | |
| 3 | ROP |
Roper Technologies Inc
|
942 | $318,763 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,331 | $298,077 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
606 | $227,443 | |
| 6 | PAYC |
Paycom Software, Inc.
This page
|
1,545 | $194,175 |
All Filings in PAYC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,175 | 1,545 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $188,143 | 1,548 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $366,326 | 1,760 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $308,919 | 1,335 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $288,612 | 1,321 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $238,585 | 1,164 | Shares | Defined | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||