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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PAYX holding history

Paychex Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PAYX overviewAll 13F holders of PAYXFull Q2 2026 holdings

Shares (Q2 2026)
321,743
Value
$31.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PAYX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026321,743$31.6M<0.1%+98,734+44.3%AddedHolders
Q1 2026223,009$20.5M<0.1%+73,495+49.2%AddedHolders
Q4 2025149,514$16.8M<0.1%+26,386+21.4%AddedHolders
Q3 2025123,128$15.6M<0.1%−8,613−6.5%ReducedHolders
Q2 2025131,741$19.2M<0.1%+7,513+6.0%AddedHolders
Q1 2025124,228$19.2M<0.1%+5,731+4.8%AddedHolders
Q4 2024118,497$16.6M<0.1%+7,535+6.8%AddedHolders
Q3 2024110,962$14.9M<0.1%−71−0.1%ReducedHolders
Q2 2024111,033$13.2M<0.1%−109−0.1%ReducedHolders
Q1 2024111,142$13.6M<0.1%+1,170+1.1%AddedHolders
Q4 2023109,972$13.1M<0.1%−202−0.2%ReducedHolders
Q3 2023110,174$12.7M<0.1%+6,132+5.9%AddedHolders
Q2 2023104,042$11.6M<0.1%+1,013+1.0%AddedHolders
Q1 2023103,029$11.8M<0.1%−1,386−1.3%ReducedHolders
Q4 2022104,415$12.1M<0.1%+1,455+1.4%AddedHolders
Q3 2022102,960$11.6M<0.1%−510−0.5%ReducedHolders
Q2 2022103,470$11.8M<0.1%+4,078+4.1%AddedHolders
Q1 202299,392$13.6M<0.1%+2,446+2.5%AddedHolders
Q4 202196,946$13.2M<0.1%−13,438−12.2%ReducedHolders
Q3 2021110,384$12.4M<0.1%−6,493−5.6%ReducedHolders
Q2 2021116,877$12.5M<0.1%+10,072+9.4%AddedHolders
Q1 2021106,805$10.5M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.