Position in PAYX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$949,671
+$74,900 QoQ
Shares Held
9,658
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#677
of 1,525 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Valmark Advisers, Inc. holds $8,537,903 across 9 Software - Application names. PAYX ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,953 | $2,676,874 | |
| 2 | SHOP |
Shopify Inc.
|
10,547 | $1,204,256 | |
| 3 | BSY |
Bentley Systems Inc
|
34,838 | $1,041,307 | |
| 4 | PAYX |
Paychex Inc
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|
9,658 | $949,671 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,983 | $891,832 | |
| 6 | CRM |
Salesforce, Inc.
|
3,548 | $555,829 | |
| 7 | INTU |
Intuit Inc.
|
1,967 | $513,387 | |
| 8 | ADBE |
Adobe Inc.
|
2,182 | $447,353 |
All Filings in PAYX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $949,671 | 9,658 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $874,771 | 9,496 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,099,700 | 9,803 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,261,135 | 9,949 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,465,364 | 10,074 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,579,055 | 10,235 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,423,092 | 10,149 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,264,874 | 9,426 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,132,366 | 9,551 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,156,776 | 9,420 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,125,232 | 9,447 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,100,824 | 9,545 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,087,600 | 9,722 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,115,877 | 9,738 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $977,290 | 8,457 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $955,692 | 8,517 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $974,157 | 8,555 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,205,303 | 8,832 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,172,535 | 8,590 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $975,503 | 8,675 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,035,445 | 9,650 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $862,674 | 8,801 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $769,759 | 8,261 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||