Position in PAYX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,373,571
+$82,970 QoQ
Shares Held
13,969
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#581
of 1,531 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, 2026Wealthspire Advisors, LLC holds $33,858,836 across 19 Software - Application names. PAYX ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
38,180 | $5,981,278 | |
| 2 | UBER |
Uber Technologies, Inc
|
75,428 | $5,442,884 | |
| 3 | NOW |
ServiceNow, Inc.
|
52,188 | $5,181,224 | |
| 4 | SHOP |
Shopify Inc.
|
44,716 | $5,105,672 | |
| 5 | ADP |
Automatic Data Processing Inc
|
12,886 | $2,885,819 | |
| 6 | MSTR |
Strategy Inc
|
21,715 | $1,887,684 | |
| 7 | PAYX |
Paychex Inc
This page
|
13,969 | $1,373,571 | |
| 8 | INTU |
Intuit Inc.
|
4,783 | $1,248,363 |
All Filings in PAYX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373,571 | 13,969 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||