Position in PAYX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,695,602
+$100,268 QoQ
Shares Held
17,244
-0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#535
of 1,525 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026United Asset Strategies, Inc. holds $24,079,276 across 9 Software - Application names. PAYX ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
144,686 | $14,364,426 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
6,106 | $2,291,703 | |
| 3 | PAYX |
Paychex Inc
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|
17,244 | $1,695,602 | |
| 4 | DDOG |
Datadog, Inc.
|
5,929 | $1,543,674 | |
| 5 | ADBE |
Adobe Inc.
|
6,576 | $1,348,211 | |
| 6 | SNOW |
Snowflake Inc.
|
3,644 | $927,398 | |
| 7 | CRM |
Salesforce, Inc.
|
5,322 | $833,744 | |
| 8 | INTU |
Intuit Inc.
|
2,785 | $726,885 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,695,602 | 17,244 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,595,334 | 17,318 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,855,569 | 16,541 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,070,624 | 16,335 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,378,416 | 16,351 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,569,996 | 16,658 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,478,388 | 17,675 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,294,514 | 17,099 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,938,693 | 16,352 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,993,903 | 16,237 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,796,774 | 15,085 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,587,978 | 13,769 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,516,062 | 13,552 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,774,196 | 15,483 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $1,987,054 | 17,195 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,686,179 | 15,027 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,578,579 | 13,863 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,793,352 | 13,141 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,782,690 | 13,060 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,506,717 | 13,399 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,516,363 | 14,132 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,379,729 | 14,076 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,367,882 | 14,680 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,114,626 | 13,973 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,157,384 | 15,279 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $932,914 | 14,827 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||