Position in PAYX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,725,298
+$65,204 QoQ
Shares Held
17,546
-2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#531
of 1,525 holders
Holding Since
Jun 2020
25 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, 2026WEALTH ALLIANCE, LLC holds $8,197,747 across 13 Software - Application names. PAYX ranks #1 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
17,546 | $1,725,298 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,652 | $1,489,715 | |
| 3 | DDOG |
Datadog, Inc.
|
3,306 | $860,750 | |
| 4 | UBER |
Uber Technologies, Inc
|
10,558 | $761,865 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,180 | $613,550 | |
| 6 | SNOW |
Snowflake Inc.
|
2,316 | $589,422 | |
| 7 | SHOP |
Shopify Inc.
|
4,079 | $465,740 | |
| 8 | CRM |
Salesforce, Inc.
|
2,435 | $381,467 |
All Filings in PAYX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,725,298 | 17,546 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,660,094 | 18,021 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,293,547 | 11,531 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $498,547 | 3,933 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $604,095 | 4,153 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,090,296 | 7,067 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,067,915 | 7,616 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,006,559 | 7,501 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $413,063 | 3,484 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $778,183 | 6,337 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $748,487 | 6,284 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $712,393 | 6,177 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $387,293 | 3,462 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $362,791 | 3,166 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $349,221 | 3,022 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $320,246 | 2,854 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $307,562 | 2,701 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $400,948 | 2,938 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $417,416 | 3,058 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $351,518 | 3,126 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $366,536 | 3,416 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $310,135 | 3,164 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $284,664 | 3,055 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $235,241 | 2,949 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $214,524 | 2,832 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||