Edgestream Partners, L.P.

Position in PAYX — Paychex Inc

CIK 1535061 Princeton, NJ

Position in PAYX

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$6,426,567

-$4,831,481 QoQ

Shares Held

69,763

-30.5% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Edgestream Partners, L.P. holds $100,864,032 across 29 Software - Application names. PAYX ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APPF	Appfolio Inc	70,110	$11,064,760
2	ROP	Roper Technologies Inc	25,912	$9,169,220
3	DBD	DIEBOLD NIXDORF, Inc	112,805	$8,510,009
4	PAYX	Paychex Inc This page	69,763	$6,426,567
5	DUOL	Duolingo, Inc.	60,827	$5,995,717
6	FRSH	Freshworks Inc.	620,537	$4,982,912
7	MANH	Manhattan Associates Inc	36,326	$4,835,717
8	SPSC	Sps Commerce Inc	73,103	$4,069,644

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,426,567	69,763	-30.5%	Shares	Sole	2026-05-18
2025-12-31	$11,258,048	100,357	+86.8%	Shares	Sole	2026-02-13
2025-09-30	$6,810,561	53,728	+197.2%	Shares	Sole	2025-11-12
2024-09-30	$2,426,289	18,081	+208.7%	Shares	Sole	2024-11-14
2023-12-31	$697,746	5,858	-69.0%	Shares	Sole	2024-02-14
2023-06-30	$2,110,986	18,870	+267.5%	Shares	Sole	2023-08-10
2023-03-31	$588,305	5,134	+17.2%	Shares	Sole	2023-05-15
2022-12-31	$506,383	4,382	-27.9%	Shares	Sole	2023-02-13
2022-03-31	$829,328	6,077	+142.0%	Shares	Sole	2022-05-13
2020-09-30	$200,302	2,511	-97.2%	Shares	Sole	2020-11-10
2020-06-30	$6,830,756	90,175	+21.0%	Shares	Sole	2020-08-11
2020-03-31	$4,689,364	74,529	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.