ACL
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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
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

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Applied Capital LLC's PAYX Position: Q2 2026 in Review

Applied Capital LLC increased its Paychex (PAYX) stake by 0.13% in Q2 2026, buying an estimated $1.14K and bringing the position to 9,315 shares worth $916K. The position accounts for 0.37% of the portfolio, ranked #60.

Applied Capital LLC first reported a position in PAYX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 670 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Applied Capital LLC held 9,315 shares of Paychex worth $916K as of Q2 2026.
  • Applied Capital LLC bought 12 Paychex shares in Q2 2026, an estimated $1.14K.
  • Paychex made up 0.37% of Applied Capital LLC's portfolio in Q2 2026, its #60 holding.
  • Applied Capital LLC first reported a position in Paychex in Q4 2025 and has held it in 3 quarters since.
  • Applied Capital LLC's Paychex position peaked at $1.01M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Applied Capital LLC's 13F filing for Q2 2026, filed 15 Jul 2026.