Position in PAYX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$97,346
+$6,608 QoQ
Shares Held
990
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,283
of 1,525 holders
Holding Since
Dec 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 Jun 30, 2026Morton Brown Family Wealth, LLC holds $367,436 across 13 Software - Application names. PAYX ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
850 | $240,660 | |
| 2 | PAYX |
Paychex Inc
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|
990 | $97,346 | |
| 3 | UBER |
Uber Technologies, Inc
|
124 | $8,947 | |
| 4 | SAP |
Sap SE
|
48 | $7,397 | |
| 5 | SNOW |
Snowflake Inc.
|
25 | $6,362 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
4 | $1,501 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6 | $1,343 | |
| 8 | DDOG |
Datadog, Inc.
|
4 | $1,041 |
All Filings in PAYX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,346 | 990 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $90,738 | 985 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $110,497 | 985 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $124,858 | 985 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $143,278 | 985 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $151,965 | 985 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $138,116 | 985 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $132,177 | 985 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $116,781 | 985 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $122,800 | 1,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $119,110 | 1,000 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $115,330 | 1,000 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $111,870 | 1,000 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $114,590 | 1,000 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $115,560 | 1,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $112,210 | 1,000 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $113,870 | 1,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $136,470 | 1,000 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $137,182 | 1,005 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||