Position in PAYX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$234,123
+$11,746 QoQ
Shares Held
2,381
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,148
of 1,525 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026One Charles Private Wealth Services, LLC holds $668,138 across 2 Software - Application names. PAYX ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,938 | $434,015 | |
| 2 | PAYX |
Paychex Inc
This page
|
2,381 | $234,123 |
All Filings in PAYX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,123 | 2,381 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $222,377 | 2,414 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $299,744 | 2,672 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $342,252 | 2,700 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $392,742 | 2,700 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $416,556 | 2,700 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $378,594 | 2,700 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $362,313 | 2,700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $320,112 | 2,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $331,560 | 2,700 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $355,900 | 2,988 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $344,606 | 2,988 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $334,267 | 2,988 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $352,708 | 3,078 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $361,587 | 3,129 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $352,451 | 3,141 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $357,665 | 3,141 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $422,238 | 3,094 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $422,331 | 3,094 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $348,257 | 3,097 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $332,308 | 3,097 | Shares | Sole | 2021-08-10 | |
| 2020-06-30 | $235,052 | 3,103 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||