Position in PAYX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,213,392
+$38,955 QoQ
Shares Held
12,340
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#621
of 1,533 holders
Holding Since
Mar 2022
7 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, 2026Western Wealth Management, LLC holds $15,595,372 across 14 Software - Application names. PAYX ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
50,032 | $3,610,308 | |
| 2 | NOW |
ServiceNow, Inc.
|
28,399 | $2,819,452 | |
| 3 | CRM |
Salesforce, Inc.
|
9,795 | $1,534,484 | |
| 4 | PAYX |
Paychex Inc
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|
12,340 | $1,213,392 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,322 | $967,911 | |
| 6 | MSTR |
Strategy Inc
|
11,002 | $956,403 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
13,647 | $846,796 | |
| 8 | ADBE |
Adobe Inc.
|
3,514 | $720,440 |
All Filings in PAYX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,392 | 12,340 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,174,437 | 12,749 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,604,257 | 11,441 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,727,830 | 12,876 | Shares | Sole | 2024-11-12 | |
| 2022-09-30 | $220,492 | 1,965 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $221,363 | 1,944 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $264,478 | 1,938 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||