W.G. Shaheen & Associates DBA Whitney & Co

Position in PAYX — Paychex Inc

CIK 1577001 ROCHESTER, NY

Position in PAYX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,717,380

+$722,545 QoQ

Shares Held

108,994

+0.5% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#210

of 1,529 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Technology · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $38,087,444 across 5 Software - Application names. PAYX ranks #1 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc This page	108,994	$10,717,380
2	ADBE	Adobe Inc.	46,633	$9,560,697
3	CRM	Salesforce, Inc.	55,997	$8,772,490
4	NOW	ServiceNow, Inc.	83,766	$8,316,288
5	SHOP	Shopify Inc.	6,311	$720,589

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,717,380	108,994	+0.5%	Shares	Sole	2026-07-28
2026-03-31	$9,994,835	108,498	+1.8%	Shares	Sole	2026-05-05
2025-12-31	$11,960,631	106,620	+96.6%	Shares	Sole	2026-01-30
2025-09-30	$6,874,068	54,229	-0.4%	Shares	Sole	2025-11-07
2025-06-30	$7,918,987	54,441	-1.4%	Shares	Sole	2025-08-05
2025-03-31	$8,520,421	55,227	-2.6%	Shares	Sole	2025-05-06
2024-12-31	$7,954,540	56,729	-1.6%	Shares	Sole	2025-02-04
2024-09-30	$7,737,529	57,661	-6.3%	Shares	Sole	2024-11-07
2024-06-30	$7,294,285	61,524	-4.5%	Shares	Sole	2024-07-30
2024-03-31	$7,909,916	64,413	-2.9%	Shares	Sole	2024-05-08
2023-12-31	$7,898,541	66,313	-2.1%	Shares	Sole	2024-02-13
2023-09-30	$7,815,106	67,763	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$7,631,100	68,214	+0.2%	Shares	Sole	2023-08-14
2023-03-31	$7,799,453	68,064	+2.6%	Shares	Sole	2023-05-03
2022-12-31	$7,664,632	66,326	-0.2%	Shares	Sole	2023-02-03
2022-09-30	$7,458,710	66,471	-0.1%	Shares	Sole	2022-11-09
2022-06-30	$7,577,593	66,546	-1.3%	Shares	Sole	2022-08-05
2022-03-31	$9,201,216	67,423	-5.8%	Shares	Sole	2022-05-13
2021-12-31	$9,770,124	71,576	-1.4%	Shares	Sole	2022-02-11
2021-09-30	$8,165,669	72,616	-3.5%	Shares	Sole	2021-11-12
2021-06-30	$8,078,295	75,287	-1.8%	Shares	Sole	2021-08-13
2021-03-31	$7,511,468	76,632	+0.3%	Shares	Sole	2021-05-11
2020-12-31	$7,122,213	76,435	-3.3%	Shares	Sole	2021-02-10
2020-09-30	$6,304,781	79,037	+0.4%	Shares	Sole	2020-11-13
2020-06-30	$5,965,842	78,757	+1.0%	Shares	Sole	2020-08-13
2020-03-31	$4,907,256	77,992	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.