Position in PAYX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,354
+$1,930 QoQ
Shares Held
207
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,385
of 1,525 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $664,004 across 49 Software - Application names. PAYX ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,056 | $236,491 | |
| 2 | SHOP |
Shopify Inc.
|
1,030 | $117,605 | |
| 3 | ADBE |
Adobe Inc.
|
464 | $95,129 | |
| 4 | UBER |
Uber Technologies, Inc
|
917 | $66,170 | |
| 5 | NOW |
ServiceNow, Inc.
|
406 | $40,307 | |
| 6 | CRM |
Salesforce, Inc.
|
134 | $20,992 | |
| 7 | PAYX |
Paychex Inc
This page
|
207 | $20,354 | |
| 8 | ROP |
Roper Technologies Inc
|
42 | $14,212 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,354 | 207 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,424 | 200 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $28,045 | 250 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $31,690 | 250 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $36,365 | 250 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $38,570 | 250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $35,055 | 250 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $33,547 | 250 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $29,640 | 250 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $33,524 | 273 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $81,352 | 683 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $115,445 | 1,001 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $111,981 | 1,001 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $117,340 | 1,024 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $183,393 | 1,587 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $171,456 | 1,528 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $127,306 | 1,118 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $143,020 | 1,048 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $167,758 | 1,229 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $178,795 | 1,590 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $116,957 | 1,090 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $112,919 | 1,152 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $107,063 | 1,149 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $136,406 | 1,710 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $139,380 | 1,840 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $111,620 | 1,774 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||