Position in PAYX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,263,392
+$409,000 QoQ
Shares Held
43,358
+3.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#339
of 1,498 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, 2026Steward Partners Investment Advisory, LLC holds $135,269,235 across 89 Software - Application names. PAYX ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
473,715 | $34,183,274 | |
| 2 | CRM |
Salesforce, Inc.
|
180,521 | $28,280,419 | |
| 3 | ADP |
Automatic Data Processing Inc
|
60,377 | $13,521,429 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
32,031 | $12,021,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
115,761 | $11,492,752 | |
| 6 | ADBE |
Adobe Inc.
|
30,789 | $6,312,360 | |
| 7 | SHOP |
Shopify Inc.
|
48,093 | $5,491,258 | |
| 8 | PAYX |
Paychex Inc
This page
|
43,358 | $4,263,392 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,263,392 | 43,358 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,854,392 | 41,841 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,864,685 | 43,365 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,764,411 | 45,475 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,431,804 | 44,217 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,337,668 | 41,079 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,635,441 | 40,190 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,971,739 | 37,050 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,810,518 | 32,140 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,985,474 | 32,455 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,842,607 | 32,261 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,753,530 | 32,546 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,864,555 | 43,484 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,001,165 | 43,644 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,842,772 | 41,907 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,609,137 | 41,076 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,693,607 | 41,219 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,674,013 | 41,577 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,674,168 | 41,569 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,576,715 | 40,700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,279,875 | 39,887 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,103,019 | 52,061 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,757,203 | 40,322 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,343,403 | 29,377 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,163,950 | 28,567 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,449,676 | 23,040 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||