Position in PAYX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$822,529
+$47,985 QoQ
Shares Held
8,365
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#723
of 1,529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Lee Financial Co holds $1,556,026 across 2 Software - Application names. PAYX ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
8,365 | $822,529 | |
| 2 | ALKT |
Alkami Technology, Inc.
|
40,480 | $733,497 |
All Filings in PAYX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,529 | 8,365 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $774,544 | 8,408 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,272,793 | 11,346 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $1,601,865 | 12,637 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,859,996 | 12,787 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,940,224 | 12,576 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,921,714 | 13,705 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,864,570 | 13,895 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,509,505 | 12,732 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,594,189 | 12,982 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,559,149 | 13,090 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,505,632 | 13,055 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,555,327 | 13,903 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,593,144 | 13,903 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,834,398 | 15,874 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,771,234 | 15,785 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,790,035 | 15,720 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,119,242 | 15,529 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,998,906 | 14,644 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $1,645,031 | 14,629 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,564,326 | 14,579 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $1,473,632 | 15,034 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,410,744 | 15,140 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,217,688 | 15,265 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $1,159,050 | 15,301 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $975,385 | 15,502 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||