Position in PAYX
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,018,662
-$92,256 QoQ
Shares Held
11,058
+11.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026HBK Sorce Advisory LLC holds $9,063,102 across 14 Software - Application names. PAYX ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,824 | $1,273,836 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,224 | $1,264,592 | |
| 3 | INTU |
Intuit Inc.
|
2,762 | $1,194,233 | |
| 4 | PAYX |
Paychex Inc
This page
|
11,058 | $1,018,662 | |
| 5 | UBER |
Uber Technologies, Inc
|
13,992 | $1,006,444 | |
| 6 | ADSK |
Autodesk, Inc.
|
2,537 | $607,357 | |
| 7 | SHOP |
Shopify Inc.
|
4,858 | $576,255 | |
| 8 | ADBE |
Adobe Inc.
|
2,249 | $546,686 |
All Filings in PAYX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,018,662 | 11,058 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,110,918 | 9,903 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,200,797 | 9,473 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,327,322 | 9,125 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,438,352 | 9,323 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,293,529 | 9,225 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,245,819 | 9,284 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,188,445 | 10,024 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,258,700 | 10,250 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,164,062 | 9,773 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,140,037 | 9,885 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,073,616 | 9,597 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,092,042 | 9,530 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $2,232,850 | 19,322 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,070,707 | 9,542 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $955,597 | 8,392 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,401,956 | 10,273 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,670,214 | 12,236 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,375,938 | 12,236 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,410,565 | 13,146 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,485,199 | 15,152 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,405,061 | 15,079 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,224,469 | 15,350 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,042,017 | 13,756 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $963,053 | 15,306 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||