Position in PAYX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$131,565
+$9,691 QoQ
Shares Held
1,338
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,256
of 1,525 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,828,007 across 39 Software - Application names. PAYX ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
32,094 | $2,315,903 | |
| 2 | CRM |
Salesforce, Inc.
|
7,286 | $1,141,424 | |
| 3 | ADBE |
Adobe Inc.
|
3,056 | $626,541 | |
| 4 | SHOP |
Shopify Inc.
|
4,005 | $457,290 | |
| 5 | ROP |
Roper Technologies Inc
|
971 | $328,576 | |
| 6 | IDCC |
InterDigital, Inc.
|
507 | $143,546 | |
| 7 | ADP |
Automatic Data Processing Inc
|
589 | $131,906 | |
| 8 | PAYX |
Paychex Inc
This page
|
1,338 | $131,565 |
All Filings in PAYX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,565 | 1,338 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $121,874 | 1,323 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $152,452 | 1,359 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $170,872 | 1,348 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $205,971 | 1,416 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $218,460 | 1,416 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $194,625 | 1,388 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $186,255 | 1,388 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $166,339 | 1,403 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $172,165 | 1,402 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $195,221 | 1,639 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $184,643 | 1,601 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $155,723 | 1,392 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $178,760 | 1,560 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $117,293 | 1,015 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $113,893 | 1,015 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $114,780 | 1,008 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $137,561 | 1,008 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $140,868 | 1,032 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $118,072 | 1,050 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $613,112 | 5,714 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $480,101 | 4,898 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $432,727 | 4,644 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $316,686 | 3,970 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $286,562 | 3,783 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||