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Cape Investment Advisory’s Paychex PAYX Stock Holding History

Cape Investment Advisory’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 		$13.2K Buy
+134
New +$12.7K ﹤0.01% 794
2026
Q1 		– Sell
-117
Closed -$13.1K – 897
2025
Q4 		$13.1K Buy
117
+115
+5,750% +$13.5K ﹤0.01% 698
2025
Q3 		$254 Sell
2
-117
-98% -$16.2K ﹤0.01% 812
2025
Q2 		$17.3K Buy
119
+1
+0.8% +$151 0.01% 542
2025
Q1 		$18.2K Hold
118
– – 0.01% 496
2024
Q4 		$16.5K Buy
118
+8
+7% +$1.14K 0.01% 503
2024
Q3 		$14.8K Sell
110
-196
-64% -$24.9K 0.01% 503
2024
Q2 		$36.3K Hold
306
– – 0.02% 340
2024
Q1 		$37.6K Sell
306
-100
-25% -$12.1K 0.02% 347
2023
Q4 		$48.4K Buy
406
+49
+14% +$5.8K 0.02% 355
2023
Q3 		$41.2K Hold
357
– – 0.02% 321
2023
Q2 		$39.9K Buy
357
+1
+0.3% +$109 0.02% 322
2023
Q1 		$40.8K Buy
+356
New +$40.5K 0.02% 299

Other funds holding PAYX

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cape Investment Advisory's PAYX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Paychex (PAYX) in Q2 2026: 134 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PAYX as recently as Q4 2025.

Cape Investment Advisory first reported a position in PAYX in Q1 2023 and has held it in 13 quarters since. The position peaked at $48.4K in Q4 2023. 445 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Cape Investment Advisory held 134 shares of Paychex worth $13.2K as of Q2 2026.
  • Paychex was a new Cape Investment Advisory position in Q2 2026.
  • Paychex made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #794 holding.
  • Cape Investment Advisory first reported a position in Paychex in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Paychex position peaked at $48.4K in Q4 2023.
  • 445 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.