Position in PAYX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$394,401
+$25,000 QoQ
Shares Held
4,011
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#945
of 1,525 holders
Holding Since
Sep 2023
12 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, 2026Cyndeo Wealth Partners, LLC holds $11,079,796 across 11 Software - Application names. PAYX ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
23,358 | $5,231,024 | |
| 2 | INTU |
Intuit Inc.
|
8,974 | $2,342,214 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,529 | $573,864 | |
| 4 | FICO |
Fair Isaac Corp
|
451 | $538,845 | |
| 5 | CRM |
Salesforce, Inc.
|
2,826 | $442,721 | |
| 6 | PAYX |
Paychex Inc
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|
4,011 | $394,401 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,026 | $362,676 | |
| 8 | SHOP |
Shopify Inc.
|
3,096 | $353,501 |
All Filings in PAYX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,401 | 4,011 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $369,401 | 4,010 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $387,133 | 3,451 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $423,505 | 3,341 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $491,363 | 3,378 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $521,466 | 3,380 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $431,737 | 3,079 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $412,902 | 3,077 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $314,302 | 2,651 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $334,998 | 2,728 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $325,646 | 2,734 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $315,196 | 2,733 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||