Confluence Wealth Services, Inc.

Position in PAYX — Paychex Inc

CIK 1910411 MCMURRAY, PA

Position in PAYX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$831,085

+$508,481 QoQ

Shares Held

8,452

+141.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#715

of 1,525 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $5,679,618 across 6 Software - Application names. PAYX ranks #3 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	11,868	$2,657,838
2	SHOP	Shopify Inc.	7,746	$884,438
3	PAYX	Paychex Inc This page	8,452	$831,085
4	CRM	Salesforce, Inc.	4,337	$679,434
5	NOW	ServiceNow, Inc.	4,208	$417,770
6	CDNS	Cadence Design Systems Inc	557	$209,053

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$831,085	8,452	+141.3%	Shares	Sole	2026-07-22
2026-03-31	$322,604	3,502	-3.2%	Shares	Sole	2026-05-07
2025-12-31	$405,755	3,617	+1.1%	Shares	Sole	2026-01-28
2025-09-30	$453,293	3,576	+8.2%	Shares	Sole	2025-10-28
2025-06-30	$480,745	3,305	+1.2%	Shares	Sole	2025-07-22
2025-03-31	$504,032	3,267	-63.5%	Shares	Sole	2025-04-24
2024-12-31	$1,255,670	8,955	-8.3%	Shares	Sole	2025-01-27
2024-09-30	$1,310,365	9,765	-17.0%	Shares	Sole	2024-10-29
2024-06-30	$1,394,028	11,758	+23.9%	Shares	Sole	2024-07-31
2024-03-31	$1,165,003	9,487	+17.3%	Shares	Sole	2024-04-22
2023-12-31	$963,242	8,087	-2.8%	Shares	Sole	2024-01-25
2023-09-30	$959,084	8,316	-0.0%	Shares	Sole	2023-11-01
2023-06-30	$930,534	8,318	-0.9%	Shares	Sole	2023-08-01
2023-03-31	$961,983	8,395	+1.4%	Shares	Sole	2023-05-12
2022-12-31	$956,490	8,277	+1.1%	Shares	Sole	2023-02-10
2022-09-30	$918,326	8,184	-3.8%	Shares	Sole	2022-11-08
2022-06-30	$968,350	8,504	-2.4%	Shares	Sole	2022-08-15
2022-03-31	$1,188,926	8,712	-1.7%	Shares	Sole	2022-04-26
2021-12-31	$1,210,209	8,866	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.