Position in PAYX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$120,650
+$9,554 QoQ
Shares Held
1,227
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,265
of 1,525 holders
Holding Since
Dec 2020
20 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, 2026GoalVest Advisory LLC holds $449,332 across 11 Software - Application names. PAYX ranks #2 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
813 | $127,364 | |
| 2 | PAYX |
Paychex Inc
This page
|
1,227 | $120,650 | |
| 3 | SHOP |
Shopify Inc.
|
347 | $39,620 | |
| 4 | ADP |
Automatic Data Processing Inc
|
167 | $37,399 | |
| 5 | SNOW |
Snowflake Inc.
|
135 | $34,357 | |
| 6 | ADBE |
Adobe Inc.
|
162 | $33,213 | |
| 7 | NOW |
ServiceNow, Inc.
|
290 | $28,791 | |
| 8 | SAP |
Sap SE
|
143 | $22,037 |
All Filings in PAYX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,650 | 1,227 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $111,096 | 1,206 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $150,433 | 1,341 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $201,928 | 1,593 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $231,717 | 1,593 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $251,939 | 1,633 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $194,625 | 1,388 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $180,888 | 1,348 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $159,818 | 1,348 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $165,534 | 1,348 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $139,120 | 1,168 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $86,843 | 753 | Shares | Sole | 2023-10-10 | |
| 2023-03-31 | $61,305 | 535 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $61,824 | 535 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $60,032 | 535 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $60,920 | 535 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $73,011 | 535 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $42,920 | 400 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $39,208 | 400 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $57,771 | 620 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||