HOWE & RUSLING INC

Position in PAYX — Paychex Inc

CIK 769963 ROCHESTER, NY

Position in PAYX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$872,383

+$170,245 QoQ

Shares Held

8,872

+16.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#699

of 1,519 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Technology · as of Jun 30, 2026

HOWE & RUSLING INC holds $19,566,335 across 6 Software - Application names. PAYX ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	25,554	$9,590,927
2	DDOG	Datadog, Inc.	29,477	$7,674,631
3	PAYX	Paychex Inc This page	8,872	$872,383
4	ADBE	Adobe Inc.	4,030	$826,230
5	INTU	Intuit Inc.	1,352	$352,872
6	NOW	ServiceNow, Inc.	2,511	$249,292

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$872,383	8,872	+16.4%	Shares	Sole	2026-08-10
2026-03-31	$702,138	7,622	-14.7%	Shares	Sole	2026-04-28
2025-12-31	$1,002,777	8,939	-28.6%	Shares	Sole	2026-02-17
2025-09-30	$1,586,781	12,518	+16.5%	Shares	Sole	2025-11-05
2025-06-30	$1,562,385	10,741	-7.7%	Shares	Sole	2025-08-12
2025-03-31	$1,795,202	11,636	-1.0%	Shares	Sole	2025-06-17
2024-12-31	$1,647,865	11,752	-16.6%	Shares	Sole	2025-02-12
2024-09-30	$1,891,810	14,098	-18.8%	Shares	Sole	2024-11-08
2024-06-30	$2,059,387	17,370	+4.4%	Shares	Sole	2024-08-14
2024-03-31	$2,044,006	16,645	-2.7%	Shares	Sole	2024-05-15
2023-12-31	$2,037,495	17,106	+74.5%	Shares	Sole	2024-02-06
2023-09-30	$1,130,464	9,802	+0.0%	Shares	Sole	2023-11-09
2023-06-30	$1,096,214	9,799	-15.5%	Shares	Sole	2023-08-14
2023-03-31	$1,328,671	11,595	+25.5%	Shares	Sole	2023-05-15
2022-12-31	$1,067,889	9,241	-22.0%	Shares	Sole	2023-02-15
2022-09-30	$1,330,249	11,855	+7.5%	Shares	Sole	2022-11-14
2022-06-30	$1,255,758	11,028	+1.0%	Shares	Sole	2022-08-15
2022-03-31	$1,490,252	10,920	+0.1%	Shares	Sole	2022-05-10
2021-12-31	$1,488,396	10,904	-9.3%	Shares	Sole	2022-02-14
2021-09-30	$1,352,323	12,026	+14.2%	Shares	Sole	2021-11-15
2021-06-30	$1,129,654	10,528	+7.1%	Shares	Sole	2021-08-13
2021-03-31	$963,340	9,828	-10.9%	Shares	Sole	2021-05-13
2020-12-31	$1,027,775	11,030	+2.3%	Shares	Sole	2021-02-08
2020-09-30	$860,399	10,786	-4.1%	Shares	Sole	2020-11-06
2020-06-30	$852,187	11,250	-36.1%	Shares	Sole	2020-07-15
2020-03-31	$1,106,951	17,593	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.