Position in PAYX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,704,008
+$4,490,642 QoQ
Shares Held
47,839
+2415.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#329
of 1,525 holders
Holding Since
Mar 2020
21 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, 2026Dakota Wealth Management holds $37,235,822 across 16 Software - Application names. PAYX ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
54,493 | $12,203,707 | |
| 2 | CRM |
Salesforce, Inc.
|
58,961 | $9,236,830 | |
| 3 | PAYX |
Paychex Inc
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|
47,839 | $4,704,008 | |
| 4 | UBER |
Uber Technologies, Inc
|
46,392 | $3,347,646 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
5,741 | $2,154,712 | |
| 6 | CVLT |
Commvault Systems Inc
|
5,946 | $842,726 | |
| 7 | DT |
Dynatrace, Inc.
|
18,409 | $808,339 | |
| 8 | DOCU |
Docusign, Inc.
|
17,563 | $780,148 |
All Filings in PAYX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,704,008 | 47,839 | Shares | Defined | 2026-08-07 | |
| 2025-12-31 | $213,366 | 1,902 | Shares | Defined | 2026-01-13 | |
| 2025-06-30 | $1,834,832 | 12,614 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,977,869 | 12,820 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,811,642 | 12,920 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,732,661 | 12,912 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,187,906 | 18,454 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,266,151 | 18,454 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,185,311 | 18,347 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,157,939 | 18,711 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,093,199 | 18,711 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,324,916 | 20,289 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,713,348 | 23,480 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,050,877 | 27,189 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,232,997 | 28,392 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,144,100 | 37,694 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,574,525 | 26,187 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,931,683 | 26,071 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,517,794 | 23,465 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,918,447 | 19,572 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $361,412 | 5,744 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||