Code Snippets
curl "https://financialdata.net/api/v1/institutional-holdings?identifier=PAYX&key=API_KEY"import requests
url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=PAYX&key=API_KEY'
response = requests.get(url)
print(response.json())
const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=PAYX&key=API_KEY';
const response = await fetch(url);
const data = await response.json();
console.log(data);
Sample Response
[
{
"investor_name": "NFSG Corp",
"central_index_key": "0001879757",
"period_of_report": "2026-09-30",
"issuer_name": "PAYCHEX INC",
"trading_symbol": "PAYX",
"cusip_number": "704326107",
"title_of_security": "COM",
"market_value": 4566.0,
"amount_of_securities": 46,
"price_per_security": 99.2608695652174,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 5.26088918857753e-6
},
...
]Query Parameters
| Name | Type | Description |
|---|---|---|
| identifier | string | The trading symbol or CUSIP number of a security, or the institutional investor's central index key. The latter is assigned to the investor by the US Securities and Exchange Commission. (e.g., MSFT, 594918104, 0001067983) |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. (e.g., 100) |
| format | string | (Optional) The format of the returned data, either JSON or CSV. Defaults to JSON. (e.g., json, csv) |
Endpoint Overview
Institutional holdings are the securities in an investment portfolio owned by investment or pension funds, insurance companies, investment firms, or other large organizations that manage funds on behalf of others. The API endpoint provides data on institutional investors with holdings of at least $100 million. There is a limit of 100 records per API call.
Company Profile
PAYCHEX INC
NASDAQ: PAYX- Market Cap:$35.96B
- ISIN:US7043261079
- Fiscal Year End:05/31
- CEO:John Gibson
- Employees:19000
Paychex, Inc. is an American company that provides human resources, payroll, and employee benefits outsourcing services for small- to medium-sized businesses. Founded in 1971 and headquartered in Rochester, New York, the company has more than 100 offices serving approximately 800,000 payroll clients in the U.S. and Europe. Paychex is ranked 681st on the Fortune 500 list of largest corporations by revenue.