Position in PAYX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$28,614
+$1,900 QoQ
Shares Held
291
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,356
of 1,525 holders
Holding Since
Sep 2023
9 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, 2026Richard W. Paul & Associates, LLC holds $3,460,989 across 9 Software - Application names. PAYX ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
7,018 | $1,099,439 | |
| 2 | SAP |
Sap SE
|
6,841 | $1,054,266 | |
| 3 | INTU |
Intuit Inc.
|
2,953 | $770,733 | |
| 4 | UBER |
Uber Technologies, Inc
|
3,569 | $257,539 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,351 | $233,407 | |
| 6 | PAYX |
Paychex Inc
This page
|
291 | $28,614 | |
| 7 | ADP |
Automatic Data Processing Inc
|
64 | $14,332 | |
| 8 | ADBE |
Adobe Inc.
|
7 | $1,435 |
All Filings in PAYX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,614 | 291 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $26,714 | 290 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,471 | 129 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $8,485 | 55 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,675 | 69 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,259 | 69 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $6,017 | 49 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,836 | 49 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,804 | 59 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||