Position in PAYX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,556,957
-$49,892 QoQ
Shares Held
15,834
-9.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#51
of 217 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LVW Advisors, LLC holds $6,043,912 across 14 Software - Application names. PAYX ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
15,834 | $1,556,957 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,946 | $717,703 | |
| 3 | SHOP |
Shopify Inc.
|
4,994 | $570,214 | |
| 4 | SAP |
Sap SE
|
3,378 | $520,583 | |
| 5 | ZM |
Zoom Communications, Inc.
|
4,761 | $410,921 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,653 | $370,189 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,267 | $324,347 | |
| 8 | CRM |
Salesforce, Inc.
|
1,837 | $287,784 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,556,957 | 15,834 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,606,849 | 17,443 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,069,608 | 18,449 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,406,665 | 18,986 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,860,616 | 19,666 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,972,975 | 19,270 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,646,512 | 18,874 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,574,300 | 19,184 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,332,786 | 19,676 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,844,539 | 23,164 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,757,039 | 23,147 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,345,235 | 20,335 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,761,840 | 15,749 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,022,284 | 17,648 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,190,439 | 18,955 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,104,049 | 18,751 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,095,549 | 18,403 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,343,735 | 17,174 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,357,491 | 17,271 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,890,846 | 16,815 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,792,124 | 16,702 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,636,737 | 16,698 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,405,061 | 15,079 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,059,106 | 13,277 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $877,488 | 11,584 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $726,537 | 11,547 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||