Position in PAYX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$849,530
-$192,285 QoQ
Shares Held
9,222
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Freestone Capital Holdings, LLC holds $41,537,394 across 20 Software - Application names. PAYX ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
81,252 | $15,167,310 | |
| 2 | FIG |
Figma, Inc.
|
291,756 | $6,167,721 | |
| 3 | ADBE |
Adobe Inc.
|
19,100 | $4,642,828 | |
| 4 | ADP |
Automatic Data Processing Inc
|
20,515 | $4,168,237 | |
| 5 | CHYM |
Chime Financial, Inc.
|
146,687 | $2,747,447 | |
| 6 | WDAY |
Workday, Inc.
|
15,176 | $1,971,665 | |
| 7 | PAYX |
Paychex Inc
This page
|
9,222 | $849,530 | |
| 8 | LYFT |
Lyft, Inc.
|
51,962 | $691,094 |
All Filings in PAYX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $849,530 | 9,222 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,041,815 | 9,287 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $1,058,319 | 8,349 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,250,519 | 8,597 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $1,401,479 | 9,084 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $957,702 | 6,830 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $929,265 | 6,925 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $861,101 | 7,263 | Shares | Defined | 2024-11-22 | |
| 2024-03-31 | $939,174 | 7,648 | Shares | Defined | 2024-11-22 | |
| 2023-12-31 | $977,059 | 8,203 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $967,042 | 8,385 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $965,549 | 8,631 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,104,189 | 9,636 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,163,342 | 10,067 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,206,160 | 19,661 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,245,636 | 28,503 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $4,581,161 | 33,569 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,794,699 | 35,126 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,105,661 | 36,511 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,069,352 | 37,925 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,688,492 | 37,630 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,657,315 | 39,250 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,155,066 | 27,016 | Shares | Defined | 2020-11-06 | |
| 2020-03-31 | $336,370 | 5,346 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||