Position in PAYX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,449,856
-$3,091,444 QoQ
Shares Held
48,305
-28.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Williams Jones Wealth Management, LLC. holds $327,482,525 across 9 Software - Application names. PAYX ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
282,597 | $122,189,290 | |
| 2 | ADP |
Automatic Data Processing Inc
|
539,625 | $109,641,007 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,154,197 | $83,021,390 | |
| 4 | ROP |
Roper Technologies Inc
|
13,471 | $4,766,848 | |
| 5 | PAYX |
Paychex Inc
This page
|
48,305 | $4,449,856 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,615 | $1,109,798 | |
| 7 | PDFS |
Pdf Solutions Inc
|
32,000 | $1,046,720 | |
| 8 | SHOP |
Shopify Inc.
|
8,643 | $1,025,232 |
All Filings in PAYX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,449,856 | 48,305 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,541,300 | 67,225 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,255,381 | 73,015 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,676,764 | 73,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,353,619 | 73,591 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,227,787 | 72,941 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,948,309 | 74,136 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,807,229 | 74,285 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $9,165,178 | 74,635 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,800,680 | 73,887 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,408,364 | 72,907 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,156,106 | 72,907 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,348,683 | 72,857 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,318,817 | 71,987 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,615,243 | 67,866 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,767,755 | 68,216 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,148,675 | 67,038 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,262,344 | 67,856 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,613,539 | 67,706 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,586,431 | 70,703 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,912,174 | 70,518 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,491,198 | 69,663 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,582,623 | 69,984 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,414,913 | 71,484 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,730,577 | 75,184 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||