LONDON CO OF VIRGINIA

Position in PAYX — Paychex Inc

CIK 1259887 RICHMOND, VA

Back to PAYX Full portfolio

Position in PAYX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$130,425,501

+$5,683,691 QoQ

Shares Held

1,326,406

-2.0% QoQ

Ownership

0.373%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#36

of 1,529 holders

Holding Since

Mar 2020

26 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, 2026

LONDON CO OF VIRGINIA holds $303,468,113 across 4 Software - Application names. PAYX ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc This page	1,326,406	$130,425,501
2	APPF	Appfolio Inc	703,151	$112,750,262
3	CCC	CCC Intelligent Solutions Holdings Inc.	7,498,579	$38,692,667
4	PLUS	Eplus Inc	259,518	$21,599,683

All Filings in PAYX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$130,425,501	1,326,406	-2.0%	Shares	Sole	2026-08-14
2026-03-31	$124,741,810	1,354,123	-6.3%	Shares	Sole	2026-05-15
2025-12-31	$162,199,154	1,445,883	-4.9%	Shares	Sole	2026-02-17
2025-09-30	$192,740,101	1,520,512	-1.7%	Shares	Sole	2025-11-14
2025-06-30	$224,918,688	1,546,258	-2.7%	Shares	Sole	2025-08-14
2025-03-31	$245,230,991	1,589,519	-3.5%	Shares	Sole	2025-05-15
2024-12-31	$231,070,921	1,647,917	-5.7%	Shares	Sole	2025-02-14
2024-09-30	$234,543,052	1,747,843	-7.5%	Shares	Sole	2024-11-14
2024-06-30	$224,143,608	1,890,550	-5.9%	Shares	Sole	2024-08-14
2024-03-31	$246,744,004	2,009,316	-3.6%	Shares	Sole	2024-05-15
2023-12-31	$248,349,590	2,085,044	-6.6%	Shares	Sole	2024-02-14
2023-09-30	$257,449,775	2,232,288	-3.8%	Shares	Sole	2023-11-14
2023-06-30	$259,596,908	2,320,523	-2.5%	Shares	Sole	2023-08-14
2023-03-31	$272,668,165	2,379,511	-2.5%	Shares	Sole	2023-05-15
2022-12-31	$282,170,478	2,441,766	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$273,829,765	2,440,333	+3.3%	Shares	Sole	2022-11-14
2022-06-30	$268,914,367	2,361,591	-3.4%	Shares	Sole	2022-08-15
2022-03-31	$333,565,023	2,444,237	+2.1%	Shares	Sole	2022-05-16
2021-12-31	$326,877,096	2,394,704	-0.0%	Shares	Sole	2022-02-14
2021-09-30	$269,297,846	2,394,823	+2.7%	Shares	Sole	2021-11-15
2021-06-30	$250,326,929	2,332,963	+0.5%	Shares	Sole	2021-08-16
2021-03-31	$227,537,452	2,321,337	+0.2%	Shares	Sole	2021-05-14
2020-12-31	$215,935,332	2,317,400	+2.2%	Shares	Sole	2021-02-16
2020-09-30	$180,795,195	2,266,456	+0.3%	Shares	Sole	2020-11-13
2020-06-30	$171,092,434	2,258,646	+2.5%	Shares	Sole	2020-08-14
2020-03-31	$138,614,836	2,203,033	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.