Position in PAYX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,006,030
+$270,269 QoQ
Shares Held
20,401
+31.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#482
of 1,498 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $39,953,345 across 105 Software - Application names. PAYX ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
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|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in PAYX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,006,030 | 20,401 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,735,761 | 15,473 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,829,907 | 14,436 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,012,730 | 13,837 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,808,978 | 12,901 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,840,684 | 13,717 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,740,105 | 14,677 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $708,433 | 5,769 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $718,114 | 6,029 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $667,299 | 5,786 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $640,679 | 5,727 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $648,235 | 5,657 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $593,747 | 5,138 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $519,532 | 4,630 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $480,986 | 4,224 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $577,541 | 4,232 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $153,269 | 1,363 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $131,227 | 1,223 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $136,541 | 1,393 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $144,056 | 1,546 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $127,233 | 1,595 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $121,806 | 1,608 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $98,658 | 1,568 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||