Position in PAYX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$280,437
+$26,186 QoQ
Shares Held
2,852
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,076
of 1,525 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,528,768 across 10 Software - Application names. PAYX ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
20,640 | $1,489,382 | |
| 2 | ADBE |
Adobe Inc.
|
6,947 | $1,424,273 | |
| 3 | NOW |
ServiceNow, Inc.
|
14,211 | $1,410,868 | |
| 4 | CRM |
Salesforce, Inc.
|
8,751 | $1,370,931 | |
| 5 | WK |
Workiva Inc
|
16,640 | $807,206 | |
| 6 | INTU |
Intuit Inc.
|
2,498 | $651,978 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,743 | $614,294 | |
| 8 | PAYX |
Paychex Inc
This page
|
2,852 | $280,437 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,437 | 2,852 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $254,251 | 2,760 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $455,114 | 4,057 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $514,265 | 4,057 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $593,476 | 4,080 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $637,947 | 4,135 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $453,331 | 3,233 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $434,104 | 3,235 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $415,197 | 3,502 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $409,660 | 3,336 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $421,411 | 3,538 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $448,287 | 3,887 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $386,734 | 3,457 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $380,095 | 3,317 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $379,036 | 3,280 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $368,048 | 3,280 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $383,969 | 3,372 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $495,113 | 3,628 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $495,222 | 3,628 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $407,968 | 3,628 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $393,039 | 3,663 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $359,047 | 3,663 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $332,279 | 3,566 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $325,780 | 4,084 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $295,576 | 3,902 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $258,097 | 4,102 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||