Concurrent Investment Advisors, LLC

Position in PAYX — Paychex Inc

CIK 2001015 Tampa, FL

Position in PAYX

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$2,350,533

-$673,278 QoQ

Shares Held

25,516

-5.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Concurrent Investment Advisors, LLC holds $79,892,815 across 29 Software - Application names. PAYX ranks #8 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	279,558	$20,108,606
2	CRM	Salesforce, Inc.	67,317	$12,566,064
3	ADP	Automatic Data Processing Inc	43,501	$8,838,532
4	NOW	ServiceNow, Inc.	80,972	$8,465,622
5	BSY	Bentley Systems Inc	120,235	$4,222,653
6	SHOP	Shopify Inc.	28,399	$3,368,689
7	INTU	Intuit Inc.	7,081	$3,061,681
8	PAYX	Paychex Inc This page	25,516	$2,350,533

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,350,533	25,516	-5.3%	Shares	Sole	2026-04-21
2025-12-31	$3,023,811	26,955	+8.0%	Shares	Sole	2026-01-29
2025-09-30	$3,162,915	24,952	-1.7%	Shares	Sole	2025-10-27
2025-06-30	$3,692,793	25,387	+12.4%	Shares	Sole	2025-07-25
2025-03-31	$3,485,185	22,590	+17.5%	Shares	Sole	2025-04-29
2024-12-31	$2,695,028	19,220	-29.8%	Shares	Sole	2025-02-03
2024-09-30	$3,675,329	27,389	+8.9%	Shares	Sole	2024-10-30
2024-06-30	$2,982,851	25,159	-6.7%	Shares	Sole	2024-07-30
2024-03-31	$3,312,161	26,972	+4.1%	Shares	Sole	2024-05-07
2023-12-31	$3,086,973	25,917	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.