Position in PAYX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$308,952
+$19,511 QoQ
Shares Held
3,142
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,033
of 1,525 holders
Holding Since
Jun 2020
6 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, 2026Principle Wealth Partners LLC holds $8,145,151 across 9 Software - Application names. PAYX ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,071 | $2,479,350 | |
| 2 | NOW |
ServiceNow, Inc.
|
18,182 | $1,805,108 | |
| 3 | CRM |
Salesforce, Inc.
|
6,808 | $1,066,541 | |
| 4 | SNOW |
Snowflake Inc.
|
3,531 | $898,639 | |
| 5 | UBER |
Uber Technologies, Inc
|
8,541 | $616,318 | |
| 6 | ADBE |
Adobe Inc.
|
1,849 | $379,081 | |
| 7 | MSTR |
Strategy Inc
|
3,771 | $327,813 | |
| 8 | PAYX |
Paychex Inc
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|
3,142 | $308,952 |
All Filings in PAYX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,952 | 3,142 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $289,441 | 3,142 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $352,469 | 3,142 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $398,153 | 3,141 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $456,889 | 3,141 | Shares | Sole | 2025-07-30 | |
| 2020-06-30 | $95,293 | 1,258 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||