OneDigital Investment Advisors LLC

Position in PAYX — Paychex Inc

CIK 1690370 OVERLAND PARK, KS

Position in PAYX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,790,932

+$774,408 QoQ

Shares Held

48,723

+11.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#324

of 1,525 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $32,638,255 across 22 Software - Application names. PAYX ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	100,628	$9,990,347
2	PAYX	Paychex Inc This page	48,723	$4,790,932
3	UBER	Uber Technologies, Inc	35,220	$2,541,475
4	ADP	Automatic Data Processing Inc	8,264	$1,850,722
5	SHOP	Shopify Inc.	15,988	$1,825,509
6	WK	Workiva Inc	35,994	$1,746,068
7	ADBE	Adobe Inc.	7,421	$1,521,453
8	CRM	Salesforce, Inc.	8,824	$1,382,367

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,790,932	48,723	+11.7%	Shares	Sole	2026-08-07
2026-03-31	$4,016,524	43,601	+1.2%	Shares	Sole	2026-05-08
2025-12-31	$4,833,387	43,086	+327.3%	Shares	Sole	2026-02-13
2025-09-30	$1,278,247	10,084	-4.0%	Shares	Sole	2025-11-10
2025-06-30	$1,528,493	10,508	-11.1%	Shares	Sole	2025-08-07
2025-03-31	$1,822,972	11,816	-22.2%	Shares	Sole	2025-04-29
2024-12-31	$2,129,521	15,187	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$2,039,822	15,201	-4.8%	Shares	Sole	2024-11-06
2024-06-30	$1,892,454	15,962	+36.5%	Shares	Sole	2024-08-02
2024-03-31	$1,436,146	11,695	+2.8%	Shares	Sole	2024-05-10
2023-12-31	$1,354,638	11,373	+1.0%	Shares	Sole	2024-02-13
2023-09-30	$1,298,039	11,255	-2.3%	Shares	Sole	2023-11-14
2023-06-30	$1,288,406	11,517	-19.7%	Shares	Sole	2023-08-07
2023-03-31	$1,642,533	14,334	+23.0%	Shares	Sole	2023-05-10
2022-12-31	$1,346,851	11,655	-8.9%	Shares	Sole	2023-02-02
2022-09-30	$1,435,839	12,796	-0.4%	Shares	Sole	2022-11-08
2022-06-30	$1,462,660	12,845	+2.8%	Shares	Sole	2022-08-08
2022-03-31	$1,705,602	12,498	+1.3%	Shares	Sole	2022-05-05
2021-12-31	$1,684,683	12,342	+0.2%	Shares	Sole	2022-02-23
2021-09-30	$1,385,159	12,318	+19.0%	Shares	Sole	2021-11-05
2021-06-30	$1,110,876	10,353	+2.6%	Shares	Sole	2021-08-09
2021-03-31	$989,315	10,093	+0.1%	Shares	Sole	2021-05-10
2020-12-31	$939,906	10,087	-2.2%	Shares	Sole	2021-02-08
2020-09-30	$822,588	10,312	+2.1%	Shares	Sole	2020-10-09
2020-06-30	$764,847	10,097	-7.3%	Shares	Sole	2020-08-14
2020-03-31	$685,010	10,887	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.