Applied Capital LLC
PAYX icon

Applied Capital LLC’s Paychex PAYX Stock Holding History

Applied Capital LLC’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
2026
Q3 		$919K Buy
9,325
+10
+0.1% +$1.16K 0.37% 58
2026
Q2 		$916K Buy
9,315
+12
+0.1% +$1.14K 0.37% 60
2026
Q1 		$857K Buy
9,303
+303
+3% +$30K 0.4% 61
2025
Q4 		$1.01M Buy
+9,000
New +$1.05M 0.6% 52

Other funds holding PAYX

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Applied Capital LLC's PAYX Position: Q3 2026 in Review

Applied Capital LLC increased its Paychex (PAYX) stake by 0.11% in Q3 2026, buying an estimated $1.16K and bringing the position to 9,325 shares worth $919K. The position accounts for 0.37% of the portfolio, ranked #58.

Applied Capital LLC first reported a position in PAYX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 635 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Applied Capital LLC held 9,325 shares of Paychex worth $919K as of Q3 2026.
  • Applied Capital LLC bought 10 Paychex shares in Q3 2026, an estimated $1.16K.
  • Paychex made up 0.37% of Applied Capital LLC's portfolio in Q3 2026, its #58 holding.
  • Applied Capital LLC first reported a position in Paychex in Q4 2025 and has held it in 4 quarters since.
  • Applied Capital LLC's Paychex position peaked at $1.01M in Q4 2025.
  • 635 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.