Evercore Wealth Management, LLC

Position in PAYX — Paychex Inc

CIK 1482689 New York, NY

Position in PAYX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$741,506

-$38,197 QoQ

Shares Held

7,541

-10.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#748

of 1,525 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Technology · as of Jun 30, 2026

Evercore Wealth Management, LLC holds $176,795,992 across 10 Software - Application names. PAYX ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	1,219,547	$88,002,510
2	NOW	ServiceNow, Inc.	589,067	$58,482,571
3	ADP	Automatic Data Processing Inc	54,502	$12,205,722
4	ROP	Roper Technologies Inc	29,760	$10,070,485
5	CRM	Salesforce, Inc.	24,691	$3,868,092
6	ADBE	Adobe Inc.	13,346	$2,736,196
7	PAYX	Paychex Inc This page	7,541	$741,506
8	SSNC	SS&C Technologies Holdings Inc	4,410	$273,640

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$741,506	7,541	-10.9%	Shares	Defined	2026-08-14
2026-03-31	$779,703	8,464	-2.6%	Shares	Defined	2026-05-15
2025-12-31	$974,955	8,691	-3.8%	Shares	Sole	2026-02-17
2025-09-30	$1,145,022	9,033	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$1,310,303	9,008	-0.6%	Shares	Defined	2025-08-14
2025-03-31	$1,397,467	9,058	-0.2%	Shares	Sole	2025-05-15
2024-12-31	$1,272,916	9,078	0.0%	Shares	Defined	2025-02-14
2024-09-30	$1,218,176	9,078	-1.0%	Shares	Defined	2024-11-14
2024-06-30	$1,087,313	9,171	-0.7%	Shares	Defined	2024-08-14
2024-03-31	$1,134,548	9,239	-7.5%	Shares	Defined	2024-05-15
2023-12-31	$1,189,431	9,986	-2.1%	Shares	Sole	2024-02-14
2023-09-30	$1,176,942	10,205	+0.4%	Shares	Sole	2023-11-14
2023-06-30	$1,136,598	10,160	-2.2%	Shares	Sole	2023-08-04
2023-03-31	$1,190,016	10,385	-0.7%	Shares	Sole	2023-05-15
2022-12-31	$1,208,756	10,460	-1.3%	Shares	Sole	2023-02-14
2022-09-30	$1,188,752	10,594	-14.6%	Shares	Defined	2022-11-14
2022-06-30	$1,411,987	12,400	-2.6%	Shares	Defined	2022-08-15
2022-03-31	$1,736,990	12,728	+17.5%	Shares	Sole	2022-05-16
2021-12-31	$1,478,295	10,830	-0.5%	Shares	Defined	2022-02-14
2021-09-30	$1,223,455	10,880	0.0%	Shares	Defined	2021-11-15
2021-06-30	$1,167,423	10,880	-0.4%	Shares	Defined	2021-08-16
2021-03-31	$1,070,573	10,922	+0.8%	Shares	Defined	2021-05-17
2020-12-31	$1,010,070	10,840	+9.4%	Shares	Defined	2021-02-16
2020-09-30	$790,520	9,910	-1.0%	Shares	Sole	2020-11-16
2020-06-30	$758,029	10,007	0.0%	Shares	Defined	2020-08-13
2020-03-31	$629,640	10,007	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.