Position in PAYX
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,290,601
-$253,893 QoQ
Shares Held
14,010
+1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Wealthspire Advisors, LLC holds $19,198,332 across 18 Software - Application names. PAYX ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
35,801 | $6,682,972 | |
| 2 | SHOP |
Shopify Inc.
|
17,623 | $2,090,440 | |
| 3 | ADP |
Automatic Data Processing Inc
|
7,579 | $1,539,901 | |
| 4 | PAYX |
Paychex Inc
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|
14,010 | $1,290,601 | |
| 5 | SNOW |
Snowflake Inc.
|
8,413 | $1,268,848 | |
| 6 | UBER |
Uber Technologies, Inc
|
15,527 | $1,116,857 | |
| 7 | ADBE |
Adobe Inc.
|
4,536 | $1,102,610 | |
| 8 | NOW |
ServiceNow, Inc.
|
7,285 | $761,646 |
All Filings in PAYX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,290,601 | 14,010 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,544,494 | 13,768 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,578,922 | 12,456 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,851,996 | 12,732 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,936,985 | 12,555 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,836,741 | 13,099 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,866,985 | 13,913 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,620,003 | 13,664 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,705,814 | 13,891 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,716,136 | 14,408 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,625,115 | 14,091 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,532,283 | 13,697 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,556,705 | 13,585 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,783,553 | 15,434 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,611,447 | 14,361 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,624,697 | 14,268 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $523,635 | 3,837 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $893,938 | 6,549 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $769,607 | 6,844 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $369,326 | 3,442 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,205,547 | 12,299 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $816,722 | 8,765 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $390,474 | 4,895 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $351,480 | 4,640 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $564,203 | 8,967 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||