Position in PAYX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$284,468
+$277,099 QoQ
Shares Held
2,893
+3516.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,069
of 1,525 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $4,200,580 across 34 Software - Application names. PAYX ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,802 | $851,457 | |
| 2 | ADSK |
Autodesk, Inc.
|
3,633 | $706,327 | |
| 3 | CRM |
Salesforce, Inc.
|
3,687 | $577,605 | |
| 4 | ADBE |
Adobe Inc.
|
1,390 | $284,977 | |
| 5 | PAYX |
Paychex Inc
This page
|
2,893 | $284,468 | |
| 6 | UBER |
Uber Technologies, Inc
|
3,268 | $235,818 | |
| 7 | SHOP |
Shopify Inc.
|
1,950 | $222,651 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,728 | $171,555 |
All Filings in PAYX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,468 | 2,893 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,369 | 80 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $374,344 | 3,337 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $438,589 | 3,460 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $510,710 | 3,511 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $485,056 | 3,144 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $304,417 | 2,171 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $2,426,448 | 20,466 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,353,093 | 19,162 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,750,488 | 23,092 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,485,938 | 21,555 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,350,053 | 21,007 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,198,867 | 19,189 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,094,871 | 18,128 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,950,434 | 17,382 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,893,544 | 16,629 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,130,296 | 15,610 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $239,830 | 1,757 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $207,508 | 2,117 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||