Position in PAYX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$46,608
-$188 QoQ
Shares Held
474
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,303
of 1,498 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JPL Wealth Management, LLC holds $655,863 across 62 Software - Application names. PAYX ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,073 | $77,426 | |
| 2 | ADP |
Automatic Data Processing Inc
|
233 | $52,179 | |
| 3 | SNOW |
Snowflake Inc.
|
200 | $50,899 | |
| 4 | NOW |
ServiceNow, Inc.
|
508 | $50,433 | |
| 5 | PAYX |
Paychex Inc
This page
|
474 | $46,608 | |
| 6 | SHOP |
Shopify Inc.
|
386 | $44,072 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
110 | $41,284 | |
| 8 | CRM |
Salesforce, Inc.
|
248 | $38,850 |
All Filings in PAYX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,608 | 474 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $46,796 | 508 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,634,098 | 23,481 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,509,477 | 27,686 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,013,822 | 27,594 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,214,621 | 27,318 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,666,051 | 26,145 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,182,096 | 18,405 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,920,469 | 15,639 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,322,359 | 11,102 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||