Position in PAYX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$241,498
+$118,128 QoQ
Shares Held
2,456
+85.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,131
of 1,525 holders
Holding Since
Dec 2020
2 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, 2026Capital Asset Advisory Services LLC holds $4,375,639 across 9 Software - Application names. PAYX ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
7,701 | $2,009,961 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,901 | $425,728 | |
| 3 | SHOP |
Shopify Inc.
|
3,591 | $410,020 | |
| 4 | ADBE |
Adobe Inc.
|
1,784 | $365,755 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,575 | $354,926 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,842 | $277,238 | |
| 7 | TEAM |
Atlassian Corp
|
3,229 | $251,183 | |
| 8 | PAYX |
Paychex Inc
This page
|
2,456 | $241,498 |
All Filings in PAYX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,498 | 2,456 | Shares | Sole | 2026-08-14 | |
| 2020-12-31 | $123,370 | 1,324 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||