Position in PAYX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,372,833
-$4,823,875 QoQ
Shares Held
44,471
-55.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#26
of 242 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $45,211,096 across 10 Software - Application names. PAYX ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
72,567 | $11,368,345 | |
| 2 | ADP |
Automatic Data Processing Inc
|
31,435 | $7,039,868 | |
| 3 | ADBE |
Adobe Inc.
|
32,999 | $6,765,454 | |
| 4 | ADSK |
Autodesk, Inc.
|
23,569 | $4,582,284 | |
| 5 | PAYX |
Paychex Inc
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|
44,471 | $4,372,833 | |
| 6 | TEAM |
Atlassian Corp
|
55,062 | $4,283,272 | |
| 7 | ZM |
Zoom Communications, Inc.
|
41,105 | $3,547,772 | |
| 8 | NOW |
ServiceNow, Inc.
|
31,414 | $3,118,781 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,372,833 | 44,471 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $9,196,708 | 99,834 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,826,043 | 96,506 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $14,107,627 | 111,294 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $17,779,139 | 122,227 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $18,913,956 | 122,595 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $24,255,115 | 172,979 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $23,064,577 | 171,880 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $23,555,145 | 198,677 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $24,008,382 | 195,508 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $22,505,953 | 188,951 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $21,198,691 | 183,809 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $20,226,990 | 180,808 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $19,823,497 | 172,995 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,238,622 | 53,986 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,452,844 | 48,595 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $5,473,047 | 48,064 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,888,050 | 50,473 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $20,759,193 | 152,082 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $16,998,391 | 151,164 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $16,107,339 | 150,115 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $14,359,831 | 146,499 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $13,144,343 | 141,064 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $10,896,821 | 136,603 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,302,754 | 96,406 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $5,981,993 | 95,073 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||