Position in PAYX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,681,408
+$2,206,073 QoQ
Shares Held
61,674
+99.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CreativeOne Wealth, LLC holds $28,768,192 across 18 Software - Application names. PAYX ranks #1 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
61,674 | $5,681,408 | |
| 2 | INTU |
Intuit Inc.
|
8,811 | $3,809,699 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,014 | $2,510,663 | |
| 4 | CRM |
Salesforce, Inc.
|
13,230 | $2,469,643 | |
| 5 | UBER |
Uber Technologies, Inc
|
31,562 | $2,270,254 | |
| 6 | SHOP |
Shopify Inc.
|
17,785 | $2,109,656 | |
| 7 | ZM |
Zoom Communications, Inc.
|
20,319 | $1,633,443 | |
| 8 | ADP |
Automatic Data Processing Inc
|
7,589 | $1,541,932 |
All Filings in PAYX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,681,408 | 61,674 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,475,335 | 30,980 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,183,957 | 25,118 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,052,331 | 20,984 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,900,463 | 18,800 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,974,346 | 21,212 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,564,117 | 11,656 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $762,814 | 6,434 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $783,954 | 6,384 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $319,095 | 2,679 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $630,509 | 5,467 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,490,667 | 13,325 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $984,671 | 8,593 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,346,620 | 11,653 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $894,425 | 7,971 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $885,339 | 7,775 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $870,951 | 6,382 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $807,943 | 5,919 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $595,760 | 5,298 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $402,589 | 3,752 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $357,380 | 3,646 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $262,394 | 2,816 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||