Position in PAYX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$647,234
-$191,535 QoQ
Shares Held
7,026
-6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 37.83091374893254.ToString("F0")%
Shared 0.ToString("F0")%
None 62.16908625106746.ToString("F0")%
Common Shares in PAYX Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HM PAYSON & CO holds $73,865,763 across 32 Software - Application names. PAYX ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
48,487 | $20,964,808 | |
| 2 | TYL |
Tyler Technologies Inc
|
59,604 | $20,407,216 | |
| 3 | CRM |
Salesforce, Inc.
|
102,041 | $19,047,992 | |
| 4 | ADP |
Automatic Data Processing Inc
|
41,562 | $8,444,566 | |
| 5 | CWAN |
Clearwater Analytics Holdings, Inc.
|
37,500 | $886,875 | |
| 6 | ROP |
Roper Technologies Inc
|
2,256 | $798,307 | |
| 7 | PAYX |
Paychex Inc
This page
|
7,026 | $647,234 | |
| 8 | ADBE |
Adobe Inc.
|
2,657 | $645,863 |
All Filings in PAYX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $647,234 | 7,026 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $838,769 | 7,477 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $915,966 | 7,226 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,007,455 | 6,926 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,017,012 | 6,592 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $778,781 | 5,554 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $674,170 | 5,024 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $524,390 | 4,423 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $511,707 | 4,167 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $481,203 | 4,040 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $465,932 | 4,040 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $417,610 | 3,733 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $427,764 | 3,733 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $485,698 | 4,203 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $471,618 | 4,203 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $444,434 | 3,903 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $559,936 | 4,103 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $560,059 | 4,103 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $461,382 | 4,103 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $472,441 | 4,403 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $431,582 | 4,403 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $400,953 | 4,303 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $344,048 | 4,313 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $326,709 | 4,313 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $271,373 | 4,313 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||