Position in PAYX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,773,479
-$126,496 QoQ
Shares Held
18,036
-12.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#522
of 1,525 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $8,184,204 across 14 Software - Application names. PAYX ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,075 | $2,480,246 | |
| 2 | PAYX |
Paychex Inc
This page
|
18,036 | $1,773,479 | |
| 3 | CRM |
Salesforce, Inc.
|
10,716 | $1,678,768 | |
| 4 | SNOW |
Snowflake Inc.
|
3,000 | $763,500 | |
| 5 | UBER |
Uber Technologies, Inc
|
4,476 | $322,988 | |
| 6 | ADBE |
Adobe Inc.
|
1,558 | $319,420 | |
| 7 | ROP |
Roper Technologies Inc
|
675 | $228,412 | |
| 8 | INTU |
Intuit Inc.
|
853 | $222,633 |
All Filings in PAYX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,773,479 | 18,036 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,899,975 | 20,625 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,451,806 | 21,856 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,970,874 | 23,437 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,465,875 | 23,827 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $3,661,681 | 23,734 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $3,432,866 | 24,482 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $3,357,702 | 25,022 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $3,109,591 | 26,228 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $3,003,933 | 24,462 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $3,012,172 | 25,289 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $3,009,651 | 26,096 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $3,020,937 | 27,004 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $3,178,955 | 27,742 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $3,253,591 | 28,155 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $3,188,447 | 28,415 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $3,263,286 | 28,658 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $3,903,860 | 28,606 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $3,842,884 | 28,153 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $3,088,551 | 27,466 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $2,883,794 | 26,876 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $2,601,548 | 26,541 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $2,229,704 | 23,929 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $1,895,016 | 23,756 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $1,986,392 | 26,223 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $1,705,383 | 27,104 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||