Position in PAYX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$523,213
-$397 QoQ
Shares Held
5,321
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#849
of 1,525 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $6,218,425 across 7 Software - Application names. PAYX ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
24,586 | $2,807,229 | |
| 2 | UBER |
Uber Technologies, Inc
|
14,752 | $1,064,504 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,520 | $788,304 | |
| 4 | PAYX |
Paychex Inc
This page
|
5,321 | $523,213 | |
| 5 | CRM |
Salesforce, Inc.
|
2,614 | $409,509 | |
| 6 | SNOW |
Snowflake Inc.
|
1,590 | $404,655 | |
| 7 | ADBE |
Adobe Inc.
|
1,078 | $221,011 |
All Filings in PAYX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,213 | 5,321 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $523,610 | 5,684 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $405,979 | 3,619 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $484,096 | 3,819 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $555,511 | 3,819 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $591,509 | 3,834 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $542,511 | 3,869 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $522,535 | 3,894 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $464,636 | 3,919 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $484,323 | 3,944 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $470,722 | 3,952 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $458,667 | 3,977 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $457,212 | 4,087 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $484,944 | 4,232 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $498,641 | 4,315 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $492,601 | 4,390 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $499,889 | 4,390 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $619,573 | 4,540 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $633,360 | 4,640 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $527,390 | 4,690 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $503,237 | 4,690 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $459,713 | 4,690 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $439,157 | 4,713 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $376,913 | 4,725 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||