Position in PAYX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,146,740
-$109,940,384 QoQ
Shares Held
2,320,215
-36.8% QoQ
Ownership
0.652%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#23
of 1,525 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Select Equity Group, L.P. holds $744,965,240 across 11 Software - Application names. PAYX ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
2,320,215 | $228,146,740 | |
| 2 | WDAY |
Workday, Inc.
|
1,331,948 | $163,057,074 | |
| 3 | CRM |
Salesforce, Inc.
|
828,563 | $129,802,679 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
1,290,947 | $89,385,170 | |
| 5 | SHOP |
Shopify Inc.
|
291,826 | $33,320,692 | |
| 6 | ADEA |
Adeia Inc.
|
803,196 | $26,449,244 | |
| 7 | ALKT |
Alkami Technology, Inc.
|
1,450,006 | $26,274,108 | |
| 8 | ALRM |
Alarm.com Holdings, Inc.
|
462,015 | $21,585,340 |
All Filings in PAYX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,146,740 | 2,320,215 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $338,087,124 | 3,670,073 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $641,247,466 | 5,716,237 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $552,374,573 | 4,357,641 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $589,318,534 | 4,051,413 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $539,102,455 | 3,494,312 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $246,217,906 | 1,755,940 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $218,138,056 | 1,625,591 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $177,658,128 | 1,498,466 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $194,229,812 | 1,581,676 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $281,558,054 | 2,363,849 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $270,818,021 | 2,348,201 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $262,469,841 | 2,346,204 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $244,146,599 | 2,130,610 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $187,761,656 | 1,624,798 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $177,278,110 | 1,579,878 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $243,614,844 | 2,139,412 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $377,440,947 | 2,765,743 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $571,474,312 | 4,186,625 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $574,614,439 | 5,109,955 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $610,839,586 | 5,692,820 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $628,148,819 | 6,408,374 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $607,430,263 | 6,518,891 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $377,012,164 | 4,726,240 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $389,317,882 | 5,139,510 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $323,629,145 | 5,143,502 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||