Broadwater Capital’s Paychex PAYX Stock Holding History

Broadwater Capital’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	$540K	Hold	5,488	–	–	0.39%	51
2026 Q1	$616K	Hold	5,488	–	–	0.46%	46
2025 Q4	$616K	Hold	5,488	–	–	0.46%	46
2025 Q3	$696K	Sell	5,488 -797,451	-99%	-$111M	0.51%	42
2025 Q2	$803M	Buy	802,939 +797,419	+14,446%	+$120M	0.62%	38
2025 Q1	$852K	Hold	5,520	–	–	0.67%	40
2024 Q4	$774K	Hold	5,520	–	–	0.59%	41
2024 Q3	$741K	Hold	5,520	–	–	0.55%	44
2024 Q2	$654K	Hold	5,520	–	–	0.5%	44
2024 Q1	$678K	Hold	5,520	–	–	0.52%	47
2023 Q4	$657K	Buy	+5,520	New	+$654K	0.52%	46

Other funds holding PAYX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Broadwater Capital's PAYX Position: Q2 2026 in Review

Broadwater Capital held its Paychex (PAYX) position steady in Q2 2026 at 5,488 shares worth $540K. The position accounts for 0.39% of the portfolio, ranked #51.

Broadwater Capital first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $803M in Q2 2025. 795 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Broadwater Capital held 5,488 shares of Paychex worth $540K as of Q2 2026.
Broadwater Capital left its Paychex share count unchanged in Q2 2026.
Paychex made up 0.39% of Broadwater Capital's portfolio in Q2 2026, its #51 holding.
Broadwater Capital first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Paychex position peaked at $803M in Q2 2025.
795 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.