Position in PAYX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$368,934
+$13,443 QoQ
Shares Held
3,752
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#970
of 1,525 holders
Holding Since
Dec 2023
7 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, 2026Phillips Wealth Planners LLC holds $1,791,052 across 6 Software - Application names. PAYX ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,449 | $383,660 | |
| 2 | PAYX |
Paychex Inc
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|
3,752 | $368,934 | |
| 3 | ROP |
Roper Technologies Inc
|
942 | $318,763 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,331 | $298,077 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
606 | $227,443 | |
| 6 | PAYC |
Paycom Software, Inc.
|
1,545 | $194,175 |
All Filings in PAYX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,934 | 3,752 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $355,491 | 3,859 | Shares | Sole | 2026-05-14 | |
| 2025-03-31 | $234,968 | 1,523 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $276,373 | 1,971 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $268,648 | 2,002 | Shares | Defined | 2024-10-29 | |
| 2024-03-31 | $224,110 | 1,825 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $218,685 | 1,836 | Shares | Defined | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||