Position in PAYX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,664,251
-$317,120 QoQ
Shares Held
27,095
-16.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#432
of 1,525 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $15,007,633 across 7 Software - Application names. PAYX ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTC |
Ptc Inc.
|
51,563 | $5,858,071 | |
| 2 | PAYX |
Paychex Inc
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|
27,095 | $2,664,251 | |
| 3 | ADP |
Automatic Data Processing Inc
|
8,702 | $1,948,812 | |
| 4 | UBER |
Uber Technologies, Inc
|
25,062 | $1,808,473 | |
| 5 | ADBE |
Adobe Inc.
|
7,161 | $1,468,148 | |
| 6 | ROP |
Roper Technologies Inc
|
3,120 | $1,055,776 | |
| 7 | INTU |
Intuit Inc.
|
782 | $204,102 |
All Filings in PAYX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,664,251 | 27,095 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,981,371 | 32,364 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,898,255 | 34,750 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,455,360 | 35,148 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,271,906 | 36,243 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,802,779 | 37,612 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,635,301 | 40,189 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,845,584 | 43,562 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,778,323 | 40,303 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,095,708 | 41,496 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,267,639 | 44,225 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $5,557,291 | 48,186 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,390,455 | 48,185 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $5,693,633 | 49,687 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,768,292 | 49,916 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $75,741 | 675 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $76,862 | 675 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $92,117 | 675 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $92,137 | 675 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $75,903 | 675 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $72,427 | 675 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $66,163 | 675 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $62,896 | 675 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $53,844 | 675 | Shares | Sole | 2020-10-16 | |
| No filing history on record for this holder in this stock. | ||||||