Position in PAYX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$137,858
+$7,232 QoQ
Shares Held
1,402
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#187
of 242 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, 2026Capital Advisors, Ltd. LLC holds $1,558,536 across 44 Software - Application names. PAYX ranks #5 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,635 | $366,158 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
859 | $322,399 | |
| 3 | CRM |
Salesforce, Inc.
|
1,054 | $165,119 | |
| 4 | ADBE |
Adobe Inc.
|
706 | $144,744 | |
| 5 | PAYX |
Paychex Inc
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|
1,402 | $137,858 | |
| 6 | INTU |
Intuit Inc.
|
408 | $106,488 | |
| 7 | ROP |
Roper Technologies Inc
|
296 | $100,163 | |
| 8 | UBER |
Uber Technologies, Inc
|
1,038 | $74,902 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,858 | 1,402 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $130,626 | 1,418 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $157,052 | 1,400 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $179,238 | 1,414 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $205,825 | 1,415 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $218,151 | 1,414 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $199,392 | 1,422 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $191,757 | 1,429 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $169,422 | 1,429 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $173,884 | 1,416 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $169,136 | 1,420 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $164,921 | 1,430 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $157,401 | 1,407 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $161,113 | 1,406 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $396,024 | 3,427 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $389,480 | 3,471 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $387,841 | 3,406 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $464,816 | 3,406 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $465,465 | 3,410 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $383,004 | 3,406 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $317,715 | 2,961 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $94,197 | 961 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $89,545 | 961 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $76,658 | 961 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $72,795 | 961 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $60,466 | 961 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||