Position in PAYX
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$10,623,094
+$178,463 QoQ
Shares Held
115,318
+23.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $37,290,059 across 21 Software - Application names. PAYX ranks #1 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
115,318 | $10,623,094 | |
| 2 | FICO |
Fair Isaac Corp
|
5,890 | $6,287,810 | |
| 3 | UBER |
Uber Technologies, Inc
|
76,839 | $5,527,029 | |
| 4 | CHYM |
Chime Financial, Inc.
|
110,609 | $2,071,706 | |
| 5 | CRM |
Salesforce, Inc.
|
9,387 | $1,752,271 | |
| 6 | SHOP |
Shopify Inc.
|
14,440 | $1,712,872 | |
| 7 | DDOG |
Datadog, Inc.
|
13,538 | $1,598,160 | |
| 8 | ADBE |
Adobe Inc.
|
6,506 | $1,581,478 |
All Filings in PAYX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,623,094 | 115,318 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $10,444,631 | 93,106 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,484,699 | 82,713 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,630,108 | 79,954 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $11,865,829 | 76,911 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,486,212 | 74,784 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,043,853 | 74,848 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $9,211,993 | 77,699 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $9,042,869 | 73,639 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,462,169 | 71,045 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,020,163 | 69,541 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $8,176,354 | 73,088 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,785,817 | 67,945 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,201,583 | 62,319 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,549,697 | 58,370 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,454,720 | 56,685 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,228,406 | 52,967 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,309,712 | 46,225 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,411,768 | 48,126 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||