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Segment Wealth Management, LLC

Position in PAYX — Paychex Inc

CIK 1575581 HOUSTON, TX

Position in PAYX

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$552,417
+$32,308 QoQ
Shares Held
5,618
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#831
of 1,525 holders
Holding Since
Sep 2020
24 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

Segment Wealth Management, LLC holds $15,408,112 across 4 Software - Application names. PAYX ranks #3 (3.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PAYX
Paychex Inc
This page
5,618 $552,417

All Filings in PAYX

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $552,417 5,618
2026-03-31 $520,109 5,646
2025-12-31 $630,227 5,618
2025-09-30 $716,954 5,656
2025-06-30 $855,304 5,880
2025-03-31 $1,028,121 6,664
2024-12-31 $630,569 4,497
2024-09-30 $603,452 4,497
2024-06-30 $533,164 4,497
2024-03-31 $552,231 4,497
2023-12-31 $563,032 4,727
2023-09-30 $443,559 3,846
2023-06-30 $430,252 3,846
2023-03-31 $456,182 3,981
2022-12-31 $460,044 3,981
2022-09-30 $446,708 3,981
2022-06-30 $457,643 4,019
2022-03-31 $576,995 4,228
2021-12-31 $577,122 4,228
2021-09-30 $479,149 4,261
2021-06-30 $457,205 4,261
2021-03-31 $422,074 4,306
2020-12-31 $401,233 4,306
2020-09-30 $333,917 4,186