Powell Investment Advisors, LLC

Position in PAYX — Paychex Inc

CIK 1802195 MIAMI, FL

Position in PAYX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$219,079

+$13,836 QoQ

Shares Held

2,228

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,180

of 1,525 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Powell Investment Advisors, LLC holds $2,084,303 across 5 Software - Application names. PAYX ranks #5 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	2,148	$559,253
2	SNOW	Snowflake Inc.	1,808	$460,136
3	UBER	Uber Technologies, Inc	5,875	$423,940
4	SHOP	Shopify Inc.	3,695	$421,895
5	PAYX	Paychex Inc This page	2,228	$219,079

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,079	2,228	0.0%	Shares	Sole	2026-07-29
2026-03-31	$205,243	2,228	0.0%	Shares	Sole	2026-04-23
2025-12-31	$249,937	2,228	0.0%	Shares	Sole	2026-02-09
2025-09-30	$282,421	2,228	0.0%	Shares	Sole	2025-11-13
2025-06-30	$324,084	2,228	0.0%	Shares	Sole	2025-07-22
2025-03-31	$343,735	2,228	0.0%	Shares	Sole	2025-05-09
2024-12-31	$312,410	2,228	0.0%	Shares	Sole	2025-01-29
2024-09-30	$298,975	2,228	0.0%	Shares	Sole	2024-11-01
2024-06-30	$264,151	2,228	-4.4%	Shares	Sole	2024-07-31
2024-03-31	$286,124	2,330	+0.0%	Shares	Sole	2024-04-16
2023-12-31	$277,407	2,329	-2.6%	Shares	Sole	2024-02-01
2023-09-30	$275,638	2,390	+0.1%	Shares	Sole	2023-10-16
2023-06-30	$267,145	2,388	+0.0%	Shares	Sole	2023-08-03
2023-03-31	$273,526	2,387	+0.0%	Shares	Sole	2023-05-10
2022-12-31	$275,726	2,386	-6.1%	Shares	Sole	2023-02-14
2022-09-30	$285,237	2,542	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$289,229	2,540	+0.1%	Shares	Sole	2022-08-02
2022-03-31	$346,360	2,538	+0.1%	Shares	Sole	2022-05-09
2021-12-31	$346,164	2,536	+0.0%	Shares	Sole	2022-01-14
2021-09-30	$285,060	2,535	+0.1%	Shares	Sole	2021-10-13
2021-06-30	$271,790	2,533	-5.8%	Shares	Sole	2021-07-14
2021-03-31	$263,673	2,690	-10.6%	Shares	Sole	2021-04-14
2020-12-31	$280,285	3,008	+0.1%	Shares	Sole	2021-01-14
2020-09-30	$239,788	3,006	-8.5%	Shares	Sole	2020-10-07
2020-06-30	$248,990	3,287	+0.2%	Shares	Sole	2020-07-31
2020-03-31	$206,503	3,282	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.