Position in PAYX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$408,462
-$19,343 QoQ
Shares Held
4,154
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#930
of 1,525 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $32,583,931 across 20 Software - Application names. PAYX ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
144,529 | $10,429,212 | |
| 2 | ADBE |
Adobe Inc.
|
27,548 | $5,647,890 | |
| 3 | INTU |
Intuit Inc.
|
20,659 | $5,391,999 | |
| 4 | NOW |
ServiceNow, Inc.
|
49,327 | $4,897,184 | |
| 5 | CRM |
Salesforce, Inc.
|
17,694 | $2,771,942 | |
| 6 | ADP |
Automatic Data Processing Inc
|
7,918 | $1,773,236 | |
| 7 | ROP |
Roper Technologies Inc
|
2,859 | $967,457 | |
| 8 | PAYX |
Paychex Inc
This page
|
4,154 | $408,462 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,462 | 4,154 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $427,805 | 4,644 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $623,047 | 5,554 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $746,616 | 5,890 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $980,400 | 6,740 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,042,932 | 6,760 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $964,713 | 6,880 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,026,553 | 7,650 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $906,984 | 7,650 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $994,680 | 8,100 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,069,250 | 8,977 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,053,539 | 9,135 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,152,484 | 10,302 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,669,920 | 14,573 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,684,055 | 14,573 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,840,692 | 16,404 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,249,387 | 19,754 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,191,760 | 23,388 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,221,673 | 23,602 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,886,928 | 25,673 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,770,915 | 25,824 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,529,700 | 25,808 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $2,451,379 | 26,308 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,098,589 | 26,308 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,923,141 | 25,388 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,735,522 | 27,583 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||