SageView Advisory Group, LLC

Position in PAYX — Paychex Inc

CIK 1914558 NEWPORT BEACH, CA

Position in PAYX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$966,190

+$72,719 QoQ

Shares Held

9,826

+1.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#671

of 1,525 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SageView Advisory Group, LLC holds $10,825,405 across 11 Software - Application names. PAYX ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc.	30,633	$5,955,667
2	CRM	Salesforce, Inc.	7,025	$1,100,536
3	PAYX	Paychex Inc This page	9,826	$966,190
4	NOW	ServiceNow, Inc.	7,101	$704,987
5	SHOP	Shopify Inc.	3,598	$410,819
6	UBER	Uber Technologies, Inc	5,191	$374,582
7	ADP	Automatic Data Processing Inc	1,281	$286,879
8	LIF	Life360, Inc.	4,973	$275,305

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$966,190	9,826	+1.3%	Shares	Sole	2026-08-10
2026-03-31	$893,471	9,699	+1.8%	Shares	Sole	2026-08-10
2025-12-31	$1,069,187	9,531	+0.7%	Shares	Sole	2026-02-17
2025-09-30	$1,200,036	9,467	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$1,376,342	9,462	+0.4%	Shares	Sole	2025-08-13
2025-03-31	$1,453,317	9,420	+0.0%	Shares	Sole	2025-05-19
2024-12-31	$1,320,732	9,419	+1.7%	Shares	Sole	2025-02-13
2024-09-30	$1,242,733	9,261	+144.8%	Shares	Sole	2024-11-14
2023-09-30	$436,293	3,783	+1.4%	Shares	Sole	2023-11-03
2023-06-30	$417,163	3,729	+1.2%	Shares	Sole	2023-08-11
2023-03-31	$422,034	3,683	+0.2%	Shares	Sole	2023-05-02
2022-12-31	$424,683	3,675	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.