Position in PAYX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$227,338
+$6,711 QoQ
Shares Held
2,312
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,165
of 1,529 holders
Holding Since
Mar 2026
2 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, 2026Symphony Financial, Ltd. Co. holds $3,851,055 across 9 Software - Application names. PAYX ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
3,404 | $888,444 | |
| 2 | CRM |
Salesforce, Inc.
|
5,256 | $823,404 | |
| 3 | NOW |
ServiceNow, Inc.
|
7,584 | $752,939 | |
| 4 | ROP |
Roper Technologies Inc
|
859 | $290,677 | |
| 5 | DDOG |
Datadog, Inc.
|
884 | $230,158 | |
| 6 | PAYX |
Paychex Inc
This page
|
2,312 | $227,338 | |
| 7 | ADBE |
Adobe Inc.
|
1,068 | $218,961 | |
| 8 | UBER |
Uber Technologies, Inc
|
3,001 | $216,552 |
All Filings in PAYX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,338 | 2,312 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $220,627 | 2,395 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||