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Kapstone Financial Advisors LLC

Position in PAYX — Paychex Inc

CIK 1966087 LEBANON, OH

Position in PAYX

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$653,402
+$22,841 QoQ
Shares Held
6,645
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#781
of 1,525 holders
Holding Since
Dec 2022
15 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, 2026

Kapstone Financial Advisors LLC holds $3,036,464 across 3 Software - Application names. PAYX ranks #3 (21.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PAYX
Paychex Inc
This page
6,645 $653,402

All Filings in PAYX

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $653,402 6,645
2026-03-31 $630,561 6,845
2025-12-31 $790,308 7,045
2025-09-30 $951,333 7,505
2025-06-30 $1,091,677 7,505
2025-03-31 $1,157,871 7,505
2024-12-31 $1,052,351 7,505
2024-09-30 $1,007,095 7,505
2024-06-30 $892,756 7,530
2024-03-31 $910,684 7,416
2023-12-31 $883,319 7,416
2023-09-30 $855,287 7,416
2023-06-30 $829,627 7,416
2023-03-31 $849,799 7,416
2022-12-31 $856,992 7,416