Position in PAYX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,614,608
+$2,928,171 QoQ
Shares Held
97,779
+34.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#225
of 1,529 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Arkadios Wealth Advisors holds $65,909,164 across 27 Software - Application names. PAYX ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
159,935 | $11,540,908 | |
| 2 | PAYX |
Paychex Inc
This page
|
97,779 | $9,614,608 | |
| 3 | CRM |
Salesforce, Inc.
|
50,708 | $7,943,914 | |
| 4 | ADBE |
Adobe Inc.
|
24,288 | $4,979,525 | |
| 5 | NOW |
ServiceNow, Inc.
|
45,084 | $4,475,939 | |
| 6 | RNG |
RingCentral, Inc.
|
109,456 | $4,266,594 | |
| 7 | SNOW |
Snowflake Inc.
|
12,002 | $3,054,508 | |
| 8 | OTEX |
Open Text Corp
|
134,544 | $2,980,148 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,614,608 | 97,779 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,686,437 | 72,584 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,628,015 | 67,998 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,511,670 | 59,259 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,851,057 | 53,974 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,670,801 | 49,720 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,430,580 | 38,729 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,587,419 | 34,186 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,814,905 | 32,177 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,184,655 | 34,077 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,955,762 | 33,211 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,723,198 | 32,283 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,661,163 | 23,788 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,707,990 | 23,632 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,524,292 | 21,844 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,163,296 | 19,279 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,911,763 | 16,789 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,987,822 | 14,566 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,024,159 | 7,503 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $705,173 | 6,271 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $710,540 | 6,622 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $500,098 | 5,102 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $245,529 | 2,635 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $183,471 | 2,300 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $174,073 | 2,298 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $147,106 | 2,338 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||