Position in PAYX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$12,779,163
+$1,340,899 QoQ
Shares Held
129,962
+4.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#185
of 1,498 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Soltis Investment Advisors LLC holds $25,860,929 across 17 Software - Application names. PAYX ranks #1 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
129,962 | $12,779,163 | |
| 2 | NOW |
ServiceNow, Inc.
|
49,338 | $4,898,276 | |
| 3 | SNOW |
Snowflake Inc.
|
4,588 | $1,167,646 | |
| 4 | UBER |
Uber Technologies, Inc
|
15,949 | $1,150,879 | |
| 5 | CRM |
Salesforce, Inc.
|
6,769 | $1,060,431 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,622 | $1,035,096 | |
| 7 | FICO |
Fair Isaac Corp
|
704 | $841,125 | |
| 8 | SHOP |
Shopify Inc.
|
6,184 | $706,089 |
All Filings in PAYX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,779,163 | 129,962 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $11,438,264 | 124,167 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,447,630 | 66,390 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $5,967,860 | 47,080 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,334,923 | 16,052 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,348,141 | 15,220 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,161,631 | 15,416 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $209,604 | 1,562 | Shares | Sole | 2025-01-03 | |
| 2023-12-31 | $409,023 | 3,434 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $404,116 | 3,504 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $369,059 | 3,299 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $385,366 | 3,363 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $397,873 | 3,443 | Shares | Sole | 2023-02-09 | |
| 2021-12-31 | $227,409 | 1,666 | Shares | Sole | 2022-02-09 | |
| 2021-03-31 | $916,781 | 9,353 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $984,167 | 10,562 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $688,096 | 8,626 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $490,935 | 6,481 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||