Position in PAYX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,617
New position
Shares Held
2,325
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,159
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, 2026Flatrock Wealth Partners LLC holds $445,400 across 2 Software - Application names. PAYX ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
This page
|
2,325 | $228,617 | |
| 2 | ADP |
Automatic Data Processing Inc
|
968 | $216,783 |
All Filings in PAYX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,617 | 2,325 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||