Position in PAYX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$333,732
+$6,891 QoQ
Shares Held
3,394
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,005
of 1,525 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 5%
None 95%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Palumbo Wealth Management LLC holds $9,643,795 across 10 Software - Application names. PAYX ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
43,100 | $3,110,096 | |
| 2 | CRM |
Salesforce, Inc.
|
13,718 | $2,149,061 | |
| 3 | NOW |
ServiceNow, Inc.
|
9,720 | $965,001 | |
| 4 | SNOW |
Snowflake Inc.
|
3,312 | $842,904 | |
| 5 | DDOG |
Datadog, Inc.
|
2,598 | $676,415 | |
| 6 | MNDY |
monday.com Ltd.
|
7,855 | $568,623 | |
| 7 | WDAY |
Workday, Inc.
|
3,334 | $408,148 | |
| 8 | PAYX |
Paychex Inc
This page
|
3,394 | $333,732 |
All Filings in PAYX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,732 | 3,394 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $326,841 | 3,548 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $376,251 | 3,354 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $402,843 | 3,178 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $466,926 | 3,210 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $492,461 | 3,192 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $437,205 | 3,118 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $415,854 | 3,099 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $370,737 | 3,127 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $539,460 | 4,393 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $534,565 | 4,488 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $462,127 | 4,007 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $449,605 | 4,019 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,073,937 | 9,372 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,143,350 | 9,894 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,080,133 | 9,626 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,081,195 | 9,495 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,272,719 | 9,326 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,253,616 | 9,184 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $990,909 | 8,812 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,044,029 | 9,730 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $896,196 | 9,143 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $794,173 | 8,523 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||