SVB WEALTH LLC

Position in PAYX — Paychex Inc

CIK 1626116 BOSTON, MA

Position in PAYX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$366,571

-$127,927 QoQ

Shares Held

3,728

-30.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#971

of 1,525 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Technology · as of Jun 30, 2026

SVB WEALTH LLC holds $3,555,397 across 5 Software - Application names. PAYX ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	9,606	$2,151,262
2	TYL	Tyler Technologies Inc	1,832	$535,785
3	PAYX	Paychex Inc This page	3,728	$366,571
4	CDNS	Cadence Design Systems Inc	677	$254,090
5	INTU	Intuit Inc.	949	$247,689

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,571	3,728	-30.6%	Shares	Sole	2026-07-17
2026-03-31	$494,498	5,368	+2.8%	Shares	Sole	2026-04-17
2025-12-31	$585,915	5,223	+14.4%	Shares	Sole	2026-02-04
2025-09-30	$578,784	4,566	-2.2%	Shares	Sole	2025-11-06
2025-06-30	$679,296	4,670	-28.4%	Shares	Sole	2025-08-14
2024-12-31	$914,373	6,521	+1.5%	Shares	Sole	2025-02-05
2024-06-30	$761,747	6,425	-11.6%	Shares	Sole	2024-08-06
2024-03-31	$892,141	7,265	+6.4%	Shares	Sole	2024-05-15
2023-12-31	$812,925	6,825	+28.7%	Shares	Sole	2024-01-30
2023-09-30	$611,825	5,305	+0.0%	Shares	Sole	2023-10-23
2023-06-30	$593,357	5,304	-21.8%	Shares	Sole	2023-07-24
2023-03-31	$777,378	6,784	-21.3%	Shares	Sole	2023-05-12
2022-12-31	$996,358	8,622	-18.5%	Shares	Sole	2023-02-10
2022-09-30	$1,186,844	10,577	+14.4%	Shares	Sole	2022-11-09
2022-06-30	$1,052,728	9,245	+4.5%	Shares	Sole	2022-08-16
2022-03-31	$1,207,622	8,849	+1.1%	Shares	Sole	2022-05-13
2021-12-31	$1,195,330	8,757	-18.1%	Shares	Sole	2022-02-15
2021-09-30	$1,201,865	10,688	+14.5%	Shares	Sole	2021-11-09
2021-06-30	$1,001,322	9,332	+7.5%	Shares	Sole	2021-08-13
2021-03-31	$850,813	8,680	-16.2%	Shares	Sole	2021-05-11
2020-12-31	$964,692	10,353	-2.1%	Shares	Defined	2021-02-10
2020-09-30	$843,567	10,575	-6.7%	Shares	Sole	2020-11-10
2020-06-30	$858,171	11,329	-43.6%	Shares	Sole	2020-08-05
2020-03-31	$1,263,685	20,084	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.