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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

PAYX holding history

Paychex Inc in every 13F filed by Advisor OS, LLC, 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)
3,871
Value
$380.6K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of PAYX by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,871$380.6K<0.1%+1,297+50.4%AddedHolders
Q1 20262,574$237.1K<0.1%+424+19.7%AddedHolders
Q4 20252,150$241.1K<0.1%−13−0.6%ReducedHolders
Q3 20252,163$274.3K<0.1%−409−15.9%ReducedHolders
Q2 20252,572$374.3K<0.1%+153+6.3%AddedHolders
Q1 20252,419$373.2K<0.1%−97−3.9%ReducedHolders
Q4 20242,516$352.8K<0.1%−25−1.0%ReducedHolders
Q3 20242,541$340.9K<0.1%+51+2.0%AddedHolders
Q2 20242,490$295.2K<0.1%−171−6.4%ReducedHolders
Q1 20242,661$326.8K<0.1%+235+9.7%AddedHolders
Q4 20232,426$289.0K<0.1%+151+6.6%AddedHolders
Q3 20232,275$262.4K<0.1%−6,301−73.5%ReducedHolders
Q2 20238,576$959.4K0.2%−4,905−36.4%ReducedHolders
Q1 202313,481$1.54M0.4%−369−2.7%ReducedHolders
Q4 202213,850$1.60M0.4%+4,617+50.0%AddedHolders
Q3 20229,233$1.04M0.3%−1,440−13.5%ReducedHolders
Q2 202210,673$1.22M0.4%+3,910+57.8%AddedHolders
Q1 20226,763$922.0K0.3%+1,687+33.2%AddedHolders
Q4 20215,076$693.0K0.1%+405+8.7%AddedHolders
Q3 20214,671$525.0K0.1%+652+16.2%AddedHolders
Q2 20214,019$432.0K0.1%+4,019NewHolders