CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in PAYX — Paychex Inc
CIK 1766904
RICHMOND, VA
Position in PAYX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$284,954
+$23,338 QoQ
Shares Held
2,898
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,066
of 1,525 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,259,349 across 20 Software - Application names. PAYX ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
16,220 | $1,170,430 | |
| 2 | DOCU |
Docusign, Inc.
|
11,795 | $523,932 | |
| 3 | ADP |
Automatic Data Processing Inc
|
1,955 | $437,817 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,013 | $299,126 | |
| 5 | CRM |
Salesforce, Inc.
|
1,897 | $297,177 | |
| 6 | PAYX |
Paychex Inc
This page
|
2,898 | $284,954 | |
| 7 | IDCC |
InterDigital, Inc.
|
707 | $200,171 | |
| 8 | INTU |
Intuit Inc.
|
720 | $187,920 |
All Filings in PAYX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,954 | 2,898 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $261,616 | 2,840 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $226,486 | 2,019 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $227,911 | 1,798 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $250,769 | 1,724 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $225,092 | 1,459 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $184,808 | 1,318 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,135,915 | 8,465 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $1,029,218 | 8,681 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $945,313 | 7,698 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $858,423 | 7,207 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $761,061 | 6,599 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $245,330 | 2,193 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $274,901 | 2,399 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $281,504 | 2,436 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $261,449 | 2,330 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $212,367 | 1,865 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $85,277 | 870 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $250,188 | 2,685 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $171,345 | 2,148 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||