Position in PAYX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,151,049
+$210,913 QoQ
Shares Held
72,725
-3.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#267
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $29,726,190 across 56 Software - Application names. PAYX ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
72,725 | $7,151,049 | |
| 2 | UBER |
Uber Technologies, Inc
|
53,028 | $3,826,500 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
9,592 | $3,600,069 | |
| 4 | ADP |
Automatic Data Processing Inc
|
15,133 | $3,389,035 | |
| 5 | SNOW |
Snowflake Inc.
|
12,201 | $3,105,154 | |
| 6 | SHOP |
Shopify Inc.
|
16,441 | $1,877,233 | |
| 7 | INTU |
Intuit Inc.
|
4,445 | $1,160,145 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
15,852 | $1,120,894 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,151,049 | 72,725 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $6,940,136 | 75,338 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,824,525 | 43,007 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,306,154 | 26,082 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $4,287,578 | 29,476 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $5,976,498 | 38,738 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $6,013,194 | 42,884 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $5,466,498 | 40,737 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $3,584,661 | 30,235 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,464,271 | 36,354 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $4,690,670 | 39,381 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,016,393 | 43,496 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $3,735,451 | 33,391 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $3,456,836 | 30,167 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $3,167,152 | 27,407 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $3,003,525 | 26,767 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $2,864,285 | 25,154 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $3,226,833 | 23,645 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $2,707,750 | 19,837 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,275,988 | 20,240 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $1,983,333 | 18,484 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $1,752,597 | 17,880 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,376,082 | 14,768 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $915,520 | 11,477 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $123,472 | 1,630 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $60,780 | 966 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||