Position in PAYX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,045,673
New position
Shares Held
30,974
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#398
of 1,525 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Peak Retirement Planning, Inc. holds $6,749,494 across 2 Software - Application names. PAYX ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
42,913 | $3,703,821 | |
| 2 | PAYX |
Paychex Inc
This page
|
30,974 | $3,045,673 |
All Filings in PAYX
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,045,673 | 30,974 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||