Position in PAYX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$395,483
+$77,209 QoQ
Shares Held
4,022
+16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#943
of 1,525 holders
Holding Since
Dec 2020
9 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 Jun 30, 202644 WEALTH MANAGEMENT LLC holds $1,165,423 across 2 Software - Application names. PAYX ranks #2 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,438 | $769,940 | |
| 2 | PAYX |
Paychex Inc
This page
|
4,022 | $395,483 |
All Filings in PAYX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,483 | 4,022 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $318,274 | 3,455 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $327,004 | 2,915 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $418,308 | 3,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $478,563 | 3,290 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $494,313 | 3,204 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $458,940 | 3,273 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $432,896 | 3,226 | Shares | Sole | 2024-10-25 | |
| 2020-12-31 | $509,135 | 5,464 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||