Aufman Associates’s Paychex PAYX Stock Holding History

Aufman Associates’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	$291K	Sell	2,954 -200	-6%	-$23.1K	0.12%	50
2026 Q2	$310K	Hold	3,154	–	–	0.12%	47
2026 Q1	$291K	Hold	3,154	–	–	0.14%	45
2025 Q4	$354K	Hold	3,154	–	–	0.18%	41
2025 Q3	$400K	Hold	3,154	–	–	0.23%	38
2025 Q2	$459K	Sell	3,154 -396	-11%	-$59.6K	0.28%	33
2025 Q1	$548K	Hold	3,550	–	–	0.38%	26
2024 Q4	$498K	Hold	3,550	–	–	0.34%	28
2024 Q3	$476K	Buy	3,550 +1,200	+51%	+$152K	0.31%	29
2024 Q2	$279K	Hold	2,350	–	–	0.2%	37
2024 Q1	$289K	Hold	2,350	–	–	0.2%	34
2023 Q4	$280K	Hold	2,350	–	–	0.21%	32
2023 Q3	$271K	Hold	2,350	–	–	0.23%	32
2023 Q2	$263K	Hold	2,350	–	–	0.22%	35
2023 Q1	$269K	Hold	2,350	–	–	0.23%	34
2022 Q4	$272K	Hold	2,350	–	–	0.25%	34
2022 Q3	$264K	Hold	2,350	–	–	0.28%	33
2022 Q2	$268K	Hold	2,350	–	–	0.25%	35
2022 Q1	$321K	Hold	2,350	–	–	0.25%	32
2021 Q4	$321K	Hold	2,350	–	–	0.24%	31
2021 Q3	$264K	Hold	2,350	–	–	0.22%	34
2021 Q2	$252K	Hold	2,350	–	–	0.19%	40
2021 Q1	$230K	Hold	2,350	–	–	0.19%	39
2020 Q4	$219K	Buy	+2,350	New	+$209K	0.2%	39
2020 Q1	–	Sell	-2,550	Closed	-$217K	–	41
2019 Q4	$217K	Buy	+2,550	New	+$215K	0.22%	39

Other funds holding PAYX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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 Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Aufman Associates's PAYX Position: Q3 2026 in Review

Aufman Associates reduced its Paychex (PAYX) stake by 6.3% in Q3 2026, selling an estimated $23.1K and leaving 2,954 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #50.

Aufman Associates first reported a position in PAYX in Q4 2019 and has held it in 25 quarters since. The position peaked at $548K in Q1 2025. 756 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

Aufman Associates held 2,954 shares of Paychex worth $291K as of Q3 2026.
Aufman Associates sold 200 Paychex shares in Q3 2026, an estimated $23.1K.
Paychex made up 0.12% of Aufman Associates's portfolio in Q3 2026, its #50 holding.
Aufman Associates first reported a position in Paychex in Q4 2019 and has held it in 25 quarters since.
Aufman Associates's Paychex position peaked at $548K in Q1 2025.
756 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.