Creative Planning

Position in PAYX — Paychex Inc

CIK 1540235 OVERLAND PARK, KS

Back to PAYX Full portfolio

Position in PAYX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$31,636,988

+$11,093,400 QoQ

Shares Held

321,743

+44.3% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#95

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, 2026

Creative Planning holds $804,282,438 across 108 Software - Application names. PAYX ranks #7 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	236,839	$60,275,525
2	SHOP	Shopify Inc.	469,832	$53,645,417
3	CRM	Salesforce, Inc.	336,625	$52,735,671
4	NOW	ServiceNow, Inc.	500,297	$49,669,485
5	ADP	Automatic Data Processing Inc	185,212	$41,478,226
6	CDNS	Cadence Design Systems Inc	90,759	$34,063,667
7	PAYX	Paychex Inc This page	321,743	$31,636,988
8	UBER	Uber Technologies, Inc	420,860	$30,369,257

All Filings in PAYX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,636,988	321,743	+44.3%	Shares	Defined	2026-08-13
2026-03-31	$20,543,588	223,009	+49.2%	Shares	Defined	2026-05-12
2025-12-31	$16,772,480	149,514	+21.4%	Shares	Defined	2026-02-17
2025-09-30	$15,607,704	123,128	-6.5%	Shares	Defined	2025-11-14
2025-06-30	$19,163,045	131,741	+6.0%	Shares	Sole	2025-08-08
2025-03-31	$19,165,894	124,228	+4.8%	Shares	Defined	2025-05-15
2024-12-31	$16,615,648	118,497	+6.8%	Shares	Defined	2025-02-14
2024-09-30	$14,889,990	110,962	-0.1%	Shares	Defined	2024-10-11
2024-06-30	$13,164,065	111,033	-0.1%	Shares	Defined	2024-08-15
2024-03-31	$13,648,236	111,142	+1.1%	Shares	Defined	2024-05-13
2023-12-31	$13,098,764	109,972	-0.2%	Shares	Defined	2024-02-14
2023-09-30	$12,706,367	110,174	+5.9%	Shares	Defined	2023-11-16
2023-06-30	$11,639,178	104,042	+1.0%	Shares	Defined	2023-07-21
2023-03-31	$11,806,093	103,029	-1.3%	Shares	Sole	2023-05-15
2022-12-31	$12,066,197	104,415	+1.4%	Shares	Sole	2023-02-10
2022-09-30	$11,553,141	102,960	-0.5%	Shares	Sole	2022-11-03
2022-06-30	$11,782,128	103,470	+4.1%	Shares	Sole	2022-08-15
2022-03-31	$13,564,026	99,392	+2.5%	Shares	Sole	2022-05-16
2021-12-31	$13,233,129	96,946	-12.2%	Shares	Sole	2022-02-11
2021-09-30	$12,412,680	110,384	-5.6%	Shares	Sole	2021-11-10
2021-06-30	$12,540,901	116,877	+9.4%	Shares	Sole	2021-08-04
2021-03-31	$10,469,026	106,805	+4.2%	Shares	Sole	2021-04-30
2020-12-31	$9,553,279	102,525	+31.5%	Shares	Sole	2021-01-29
2020-09-30	$6,217,114	77,938	+1.7%	Shares	Sole	2020-11-05
2020-06-30	$5,803,056	76,608	-7.5%	Shares	Sole	2020-07-23
2020-03-31	$5,210,027	82,804	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.