NAPLES GLOBAL ADVISORS, LLC

Position in PAYX — Paychex Inc

CIK 1582151 NAPLES, FL

Position in PAYX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,464,721

+$686,716 QoQ

Shares Held

75,915

+3.2% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#259

of 1,525 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $18,973,956 across 6 Software - Application names. PAYX ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc This page	75,915	$7,464,721
2	SAP	Sap SE	41,447	$6,387,397
3	CRM	Salesforce, Inc.	15,684	$2,457,055
4	ADP	Automatic Data Processing Inc	5,846	$1,309,211
5	OTEX	Open Text Corp	37,209	$824,179
6	SHOP	Shopify Inc.	4,654	$531,393

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,464,721	75,915	+3.2%	Shares	Sole	2026-07-23
2026-03-31	$6,778,005	73,578	+6.9%	Shares	Sole	2026-04-20
2025-12-31	$7,720,003	68,818	+11.1%	Shares	Sole	2026-02-04
2025-09-30	$7,848,979	61,920	+2.0%	Shares	Sole	2025-10-30
2025-06-30	$8,826,949	60,683	+5.9%	Shares	Sole	2025-07-18
2025-03-31	$8,840,244	57,300	-1.1%	Shares	Sole	2025-04-10
2024-12-31	$8,127,852	57,965	-0.5%	Shares	Sole	2025-01-29
2024-09-30	$7,820,593	58,280	+1.5%	Shares	Sole	2024-10-24
2024-06-30	$6,805,344	57,400	+1.6%	Shares	Sole	2024-07-18
2024-03-31	$6,937,586	56,495	+1.3%	Shares	Sole	2024-04-29
2023-12-31	$6,644,074	55,781	-0.6%	Shares	Sole	2024-01-11
2023-09-30	$6,471,858	56,116	+0.6%	Shares	Sole	2023-10-16
2023-06-30	$6,240,108	55,780	-1.9%	Shares	Sole	2023-07-17
2023-03-31	$6,516,160	56,865	+2.8%	Shares	Sole	2023-04-17
2022-12-31	$6,389,890	55,295	-1.3%	Shares	Sole	2023-04-17
2022-09-30	$6,286,565	56,025	+2.0%	Shares	Sole	2022-10-20
2022-06-30	$6,257,156	54,950	+1.3%	Shares	Sole	2022-08-11
2022-03-31	$7,404,725	54,259	+0.0%	Shares	Sole	2022-04-28
2021-12-31	$7,404,442	54,245	-0.3%	Shares	Sole	2022-02-04
2021-09-30	$6,120,653	54,430	-0.4%	Shares	Sole	2021-10-29
2021-06-30	$5,864,266	54,653	+1.8%	Shares	Sole	2021-08-06
2021-03-31	$5,262,497	53,688	-1.8%	Shares	Sole	2021-05-10
2020-12-31	$5,096,759	54,698	-0.5%	Shares	Sole	2021-02-08
2020-09-30	$4,383,760	54,955	+5.6%	Shares	Sole	2020-10-26
2020-06-30	$3,941,575	52,034	+5.3%	Shares	Sole	2020-08-04
2020-03-31	$3,108,436	49,403	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.