Position in PAYX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$871,399
+$67,837 QoQ
Shares Held
8,862
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#705
of 1,525 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Paragon Private Wealth Management, LLC holds $4,459,621 across 6 Software - Application names. PAYX ranks #4 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
4,464 | $1,136,088 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,409 | $987,395 | |
| 3 | UBER |
Uber Technologies, Inc
|
12,839 | $926,461 | |
| 4 | PAYX |
Paychex Inc
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|
8,862 | $871,399 | |
| 5 | CRM |
Salesforce, Inc.
|
1,953 | $305,956 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
619 | $232,322 |
All Filings in PAYX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,399 | 8,862 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $803,562 | 8,723 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $758,897 | 6,765 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,293,205 | 10,202 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,243,973 | 8,552 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,281,448 | 8,306 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,135,641 | 8,099 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,012,463 | 7,545 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $850,430 | 7,173 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $929,718 | 7,571 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $891,300 | 7,483 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $771,327 | 6,688 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $687,105 | 6,142 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $664,736 | 5,801 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $474,720 | 4,108 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $324,623 | 2,893 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||