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BANK OF MONTREAL /CAN/

Bank

Position in PAYX — Paychex Inc

CIK 927971 TORONTO, A6

Position in PAYX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$36,680,528
+$6,829,046 QoQ
Shares Held
373,035
+15.1% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#89
of 1,533 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 92% Shared 0% None 8%

Common Shares in PAYX Over Time

Shares Held

Position Value (USD)

Derivatives in PAYX

reported options exposure · as of Dec 31, 2020
CallValue
$9,318,000
CallShares
100,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $5,121,698,604 across 80 Software - Application names. PAYX ranks #21 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PAYX

Export CSV
28 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $36,680,528 373,035
2026-03-31 $29,851,482 324,050
2025-12-31 $41,051,144 365,940
2025-09-30 $53,282,674 420,343
2025-06-30 $71,621,883 492,382
2025-03-31 $88,994,253 576,836
2024-12-31 $92,855,082 662,210
2024-09-30 $85,054,181 633,834
2024-06-30 $74,302,498 626,708
2024-03-31 $80,345,213 654,277
2023-12-31 $87,278,921 732,759
2023-09-30 $65,090,057 564,381
2023-06-30 $65,582,888 586,242
2023-03-31 $51,686,732 451,058
2022-12-31 $59,569,559 515,486
2022-09-30 $58,702,210 523,146
2022-06-30 $67,048,931 588,820
2022-03-31 $77,943,062 571,137
2021-12-31 $86,373,104 632,770
2021-09-30 $82,248,063 731,419
2021-06-30 $88,022,906 820,344
2021-03-31 $38,537,834 393,163
2020-12-31 $36,879,429 395,787
2020-12-31 $9,318,000 100,000
2020-09-30 $1,906,503 23,900
2020-09-30 $21,453,340 268,940
2020-06-30 $18,250,142 240,926
2020-03-31 $17,701,404 281,332