PATTEN & PATTEN INC/TN

Position in PAYX — Paychex Inc

CIK 1044905 CHATTANOOGA, TN

Position in PAYX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$275,520

+$11,873 QoQ

Shares Held

2,802

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,083

of 1,525 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PATTEN & PATTEN INC/TN holds $9,360,459 across 4 Software - Application names. PAYX ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	19,142	$4,996,062
2	ADBE	Adobe Inc.	14,516	$2,976,070
3	ADP	Automatic Data Processing Inc	4,969	$1,112,807
4	PAYX	Paychex Inc This page	2,802	$275,520

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,520	2,802	-2.1%	Shares	Sole	2026-08-05
2026-03-31	$263,647	2,862	-11.6%	Shares	Sole	2026-05-01
2025-12-31	$363,126	3,237	-7.0%	Shares	Sole	2026-02-03
2025-09-30	$440,998	3,479	+1.0%	Shares	Sole	2025-10-31
2025-06-30	$501,255	3,446	+9.5%	Shares	Sole	2025-07-28
2025-03-31	$485,364	3,146	0.0%	Shares	Sole	2025-05-07
2024-12-31	$441,132	3,146	-0.6%	Shares	Sole	2025-02-10
2024-09-30	$424,845	3,166	-19.2%	Shares	Sole	2024-11-04
2024-06-30	$464,280	3,916	-6.0%	Shares	Sole	2024-08-13
2024-03-31	$511,584	4,166	+8.5%	Shares	Sole	2024-05-10
2023-12-31	$457,382	3,840	-42.2%	Shares	Sole	2024-01-23
2023-09-30	$765,906	6,641	+1.8%	Shares	Sole	2023-10-27
2023-06-30	$729,504	6,521	0.0%	Shares	Sole	2023-07-14
2023-03-31	$747,241	6,521	0.0%	Shares	Sole	2023-04-25
2022-12-31	$753,566	6,521	0.0%	Shares	Sole	2023-02-01
2022-09-30	$731,721	6,521	-0.5%	Shares	Sole	2022-10-19
2022-06-30	$746,531	6,556	0.0%	Shares	Sole	2022-08-02
2022-03-31	$894,697	6,556	0.0%	Shares	Sole	2022-04-25
2021-12-31	$894,894	6,556	+0.3%	Shares	Sole	2022-01-26
2021-09-30	$734,973	6,536	0.0%	Shares	Sole	2021-10-22
2021-06-30	$701,312	6,536	0.0%	Shares	Sole	2021-07-13
2021-03-31	$640,658	6,536	0.0%	Shares	Sole	2021-04-23
2020-12-31	$609,024	6,536	0.0%	Shares	Sole	2021-01-19
2020-09-30	$521,376	6,536	0.0%	Shares	Sole	2020-10-08
2020-06-30	$495,102	6,536	0.0%	Shares	Sole	2020-07-21
2020-03-31	$411,245	6,536	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.