Position in PAYX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$348,121
+$11,133 QoQ
Shares Held
3,779
+25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 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, 2026Perennial Investment Advisors, LLC holds $6,735,347 across 13 Software - Application names. PAYX ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
11,611 | $1,377,296 | |
| 2 | CRM |
Salesforce, Inc.
|
5,726 | $1,068,872 | |
| 3 | UBER |
Uber Technologies, Inc
|
9,347 | $672,329 | |
| 4 | MSTR |
Strategy Inc
|
5,381 | $671,548 | |
| 5 | ADBE |
Adobe Inc.
|
2,482 | $603,324 | |
| 6 | MITK |
Mitek Systems Inc
|
39,320 | $530,820 | |
| 7 | PAYX |
Paychex Inc
This page
|
3,779 | $348,121 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,284 | $307,389 |
All Filings in PAYX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $348,121 | 3,779 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $336,988 | 3,004 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $308,026 | 2,430 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $356,813 | 2,453 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $390,636 | 2,532 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $316,336 | 2,256 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $267,843 | 1,996 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $225,145 | 1,899 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $232,828 | 1,896 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $225,356 | 1,892 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $218,896 | 1,898 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $215,797 | 1,929 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $221,273 | 1,931 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $208,723 | 1,833 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||