AlTi Global’s Paychex PAYX Stock Holding History

AlTi Global’s Portfolio PAYX Stock Details PAYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,831	Closed	-$397K	–	418
2024 Q4	$397K	Buy	+2,831	New	+$402K	0.01%	309

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AlTi Global's PAYX Position: Q1 2025 in Review

AlTi Global sold out of Paychex (PAYX) in Q1 2025, closing a stake of 2,831 shares — an estimated $397K sold.

AlTi Global first reported a position in PAYX in Q4 2024 and held it in 1 quarter. The position peaked at $397K in Q4 2024. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

AlTi Global reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
AlTi Global sold 2,831 Paychex shares in Q1 2025, an estimated $397K.
AlTi Global first reported a position in Paychex in Q4 2024 and held it in 1 quarter.
AlTi Global's Paychex position peaked at $397K in Q4 2024.
1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on AlTi Global's 13F filing for Q1 2025, filed 15 May 2025.