Position in PAYX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,597,360
+$29,982 QoQ
Shares Held
17,340
+24.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $37,485,087 across 44 Software - Application names. PAYX ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
11,299 | $4,885,461 | |
| 2 | MSTR |
Strategy Inc
|
17,368 | $2,167,526 | |
| 3 | SHOP |
Shopify Inc.
|
16,799 | $1,992,697 | |
| 4 | ADBE |
Adobe Inc.
|
7,755 | $1,885,085 | |
| 5 | PAYX |
Paychex Inc
This page
|
17,340 | $1,597,360 | |
| 6 | CRM |
Salesforce, Inc.
|
8,487 | $1,584,268 | |
| 7 | ROP |
Roper Technologies Inc
|
4,341 | $1,536,106 | |
| 8 | TEAM |
Atlassian Corp
|
21,023 | $1,434,819 |
All Filings in PAYX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,597,360 | 17,340 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,567,378 | 13,972 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,732,428 | 13,667 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,004,002 | 13,777 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,098,208 | 13,600 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,271,374 | 9,067 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,214,822 | 9,053 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,071,900 | 9,041 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,107,042 | 9,015 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,072,347 | 9,003 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,036,586 | 8,988 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,002,243 | 8,959 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $858,622 | 7,493 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $875,367 | 7,575 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $849,541 | 7,571 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $923,713 | 8,112 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,098,037 | 8,046 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,096,914 | 8,036 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $909,383 | 8,087 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $860,867 | 8,023 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $775,730 | 7,914 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $767,896 | 8,241 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $625,715 | 7,844 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $594,864 | 7,853 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $502,919 | 7,993 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||