Position in PAYX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$532,751
+$61,466 QoQ
Shares Held
5,418
+5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#845
of 1,525 holders
Holding Since
Dec 2021
18 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, 2026Cornerstone Wealth Management, LLC holds $7,675,891 across 10 Software - Application names. PAYX ranks #7 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
35,626 | $1,985,436 | |
| 2 | CRM |
Salesforce, Inc.
|
8,463 | $1,325,813 | |
| 3 | SHOP |
Shopify Inc.
|
11,323 | $1,292,860 | |
| 4 | NOW |
ServiceNow, Inc.
|
8,091 | $803,274 | |
| 5 | UBER |
Uber Technologies, Inc
|
8,034 | $579,733 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,443 | $547,109 | |
| 7 | PAYX |
Paychex Inc
This page
|
5,418 | $532,751 | |
| 8 | MSTR |
Strategy Inc
|
3,153 | $274,090 |
All Filings in PAYX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,751 | 5,418 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $471,285 | 5,116 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $490,787 | 4,375 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $521,490 | 4,114 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $525,546 | 3,613 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $439,235 | 2,847 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $404,674 | 2,886 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $391,029 | 2,914 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $339,437 | 2,863 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $351,330 | 2,861 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $316,832 | 2,660 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $352,909 | 3,060 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $307,530 | 2,749 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $326,352 | 2,848 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $249,667 | 2,225 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $248,692 | 2,184 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $311,697 | 2,284 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $284,466 | 2,084 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||