Position in PAYX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$52,803
+$3,980 QoQ
Shares Held
537
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,319
of 1,525 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LGT Financial Advisors LLC holds $56,885 across 2 Software - Application names. PAYX ranks #1 (92.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
537 | $52,803 | |
| 2 | ADSK |
Autodesk, Inc.
|
21 | $4,082 |
All Filings in PAYX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,803 | 537 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $48,823 | 530 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $83,461 | 744 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $121,562 | 959 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $138,913 | 955 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $146,874 | 952 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $132,927 | 948 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $126,808 | 945 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $219,572 | 1,852 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $254,318 | 2,071 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $245,366 | 2,060 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $236,080 | 2,047 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $227,767 | 2,036 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $231,815 | 2,023 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $292,366 | 2,530 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||