Atria Investments’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.97M | Buy |
64,804
+3,482
| +6% | +$345K | 0.07% | 315 |
|
|
2025
Q4 | $6.88M | Buy |
61,322
+13,708
| +29% | +$1.6M | 0.08% | 283 |
|
|
2025
Q3 | $6.04M | Sell |
47,614
-6,454
| -12% | -$895K | 0.07% | 326 |
|
|
2025
Q2 | $7.86M | Buy |
54,068
+4,761
| +10% | +$717K | 0.09% | 249 |
|
|
2025
Q1 | $7.61M | Sell |
49,307
-3,943
| -7% | -$580K | 0.1% | 239 |
|
|
2024
Q4 | $7.47M | Sell |
53,250
-2,252
| -4% | -$320K | 0.09% | 247 |
|
|
2024
Q3 | $7.45M | Buy |
55,502
+1,567
| +3% | +$199K | 0.09% | 249 |
|
|
2024
Q2 | $6.39M | Buy |
53,935
+31
| +0.1% | +$3.79K | 0.08% | 273 |
|
|
2024
Q1 | $6.62M | Sell |
53,904
-2,834
| -5% | -$344K | 0.09% | 267 |
|
|
2023
Q4 | $6.76M | Sell |
56,738
-754
| -1% | -$89.3K | 0.1% | 230 |
|
|
2023
Q3 | $6.63M | Sell |
57,492
-1,103
| -2% | -$133K | 0.12% | 211 |
|
|
2023
Q2 | $6.56M | Sell |
58,595
-319
| -0.5% | -$34.9K | 0.12% | 202 |
|
|
2023
Q1 | $6.75M | Sell |
58,914
-143
| -0.2% | -$16.3K | 0.13% | 195 |
|
|
2022
Q4 | $6.82M | Sell |
59,057
-845
| -1% | -$98.9K | 0.14% | 184 |
|
|
2022
Q3 | $6.72M | Sell |
59,902
-5,428
| -8% | -$673K | 0.15% | 169 |
|
|
2022
Q2 | $7.44M | Sell |
65,330
-1,494
| -2% | -$188K | 0.16% | 158 |
|
|
2022
Q1 | $9.12M | Sell |
66,824
-4,283
| -6% | -$526K | 0.16% | 157 |
|
|
2021
Q4 | $9.71M | Buy |
71,107
+8,876
| +14% | +$1.1M | 0.17% | 140 |
|
|
2021
Q3 | $7M | Sell |
62,231
-345
| -0.6% | -$38.8K | 0.13% | 182 |
|
|
2021
Q2 | $6.71M | Buy |
62,576
+578
| +0.9% | +$58.1K | 0.13% | 182 |
|
|
2021
Q1 | $6.08M | Buy |
61,998
+4,821
| +8% | +$444K | 0.13% | 174 |
|
|
2020
Q4 | $5.33M | Buy |
57,177
+2,132
| +4% | +$189K | 0.13% | 187 |
|
|
2020
Q3 | $4.39M | Buy |
55,045
+19,056
| +53% | +$1.43M | 0.13% | 175 |
|
|
2020
Q2 | $2.73M | Buy |
+35,989
| New | +$2.49M | 0.09% | 252 |
|
|
2020
Q1 | – | Sell |
-86,510
| Closed | -$7.36M | – | 993 |
|
|
2019
Q4 | $7.36M | Buy |
86,510
+27,058
| +46% | +$2.28M | 0.2% | 106 |
|
|
2019
Q3 | $4.92M | Buy |
59,452
+2,642
| +5% | +$220K | 0.18% | 119 |
|
|
2019
Q2 | $4.7M | Buy |
56,810
+7,516
| +15% | +$634K | 0.18% | 114 |
|
|
2019
Q1 | $3.95M | Buy |
49,294
+8,105
| +20% | +$598K | 0.17% | 115 |
|
|
2018
Q4 | $2.68M | Buy |
41,189
+1,147
| +3% | +$77.7K | 0.12% | 137 |
|
|
2018
Q3 | $2.95M | Buy |
40,042
+645
| +2% | +$46.4K | 0.12% | 155 |
|
|
2018
Q2 | $2.69M | Buy |
39,397
+2,306
| +6% | +$149K | 0.12% | 164 |
|
|
2018
Q1 | $2.28M | Buy |
37,091
+2,265
| +7% | +$150K | 0.11% | 199 |
|
|
2017
Q4 | $2.37M | Buy |
34,826
+4,288
| +14% | +$281K | 0.12% | 193 |
|
|
2017
Q3 | $1.83M | Buy |
30,538
+3,448
| +13% | +$197K | 0.1% | 204 |
|
|
2017
Q2 | $1.54M | Buy |
+27,090
| New | +$1.59M | 0.09% | 224 |
|
Other funds holding PAYX
VCM
VPM
Atria Investments's PAYX Position: Q1 2026 in Review
Atria Investments increased its Paychex (PAYX) stake by 5.7% in Q1 2026, buying an estimated $345K and bringing the position to 64,804 shares worth $5.97M. The position accounts for 0.07% of the portfolio, ranked #315.
Atria Investments first reported a position in PAYX in Q2 2017 and has held it in 35 quarters since. The position peaked at $9.71M in Q4 2021. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.
- Atria Investments held 64,804 shares of Paychex worth $5.97M as of Q1 2026.
- Atria Investments bought 3,482 Paychex shares in Q1 2026, an estimated $345K.
- Paychex made up 0.07% of Atria Investments's portfolio in Q1 2026, its #315 holding.
- Atria Investments first reported a position in Paychex in Q2 2017 and has held it in 35 quarters since.
- Atria Investments's Paychex position peaked at $9.71M in Q4 2021.
- 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.