Position in PAYX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$262,737
+$81,077 QoQ
Shares Held
2,672
+35.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,104
of 1,525 holders
Holding Since
Mar 2020
26 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, 2026Heritage Wealth Advisors holds $1,619,925 across 15 Software - Application names. PAYX ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,400 | $761,430 | |
| 2 | INTU |
Intuit Inc.
|
1,051 | $274,311 | |
| 3 | PAYX |
Paychex Inc
This page
|
2,672 | $262,737 | |
| 4 | CRM |
Salesforce, Inc.
|
799 | $125,171 | |
| 5 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 6 | SHOP |
Shopify Inc.
|
310 | $35,395 | |
| 7 | NOW |
ServiceNow, Inc.
|
293 | $29,089 | |
| 8 | PTC |
Ptc Inc.
|
171 | $19,427 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,737 | 2,672 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $181,660 | 1,972 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $306,587 | 2,733 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $348,970 | 2,753 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $400,451 | 2,753 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $433,526 | 2,810 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $394,018 | 2,810 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $391,700 | 2,919 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $340,978 | 2,876 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $383,258 | 3,121 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $378,531 | 3,178 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $266,181 | 2,308 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $100,683 | 900 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $103,131 | 900 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $101,115 | 875 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $98,183 | 875 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $99,636 | 875 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $119,411 | 875 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $119,437 | 875 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $98,393 | 875 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $93,887 | 875 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $85,767 | 875 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $81,532 | 875 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $69,798 | 875 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $66,281 | 875 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $55,055 | 875 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||