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Capital Analysts LLC’s Paychex PAYX Stock Holding History

Capital Analysts 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
Q1 		$141K Sell
1,531
-16,687
-92% -$1.65M ﹤0.01% 710
2025
Q4 		$2.04M Buy
18,218
+927
+5% +$108K 0.06% 238
2025
Q3 		$2.19M Sell
17,291
-306
-2% -$42.4K 0.06% 224
2025
Q2 		$2.56M Buy
17,597
+40
+0.2% +$6.02K 0.09% 188
2025
Q1 		$2.71M Buy
17,557
+244
+1% +$35.9K 0.1% 167
2024
Q4 		$2.43M Sell
17,313
-267
-2% -$37.9K 0.1% 161
2024
Q3 		$2.36M Buy
17,580
+64
+0.4% +$8.13K 0.1% 168
2024
Q2 		$2.08M Sell
17,516
-178
-1% -$21.7K 0.09% 168
2024
Q1 		$2.17M Sell
17,694
-224
-1% -$27.2K 0.1% 160
2023
Q4 		$2.13M Sell
17,918
-317
-2% -$37.6K 0.11% 156
2023
Q3 		$2.1M Sell
18,235
-515
-3% -$62.1K 0.12% 146
2023
Q2 		$2.1M Buy
18,750
+674
+4% +$73.7K 0.12% 154
2023
Q1 		$2.07M Buy
18,076
+1,314
+8% +$149K 0.12% 152
2022
Q4 		$1.94M Buy
16,762
+253
+2% +$29.6K 0.12% 161
2022
Q3 		$1.85M Buy
16,509
+789
+5% +$97.8K 0.13% 151
2022
Q2 		$1.79M Buy
15,720
+741
+5% +$93.1K 0.12% 156
2022
Q1 		$2.04M Sell
14,979
-490
-3% -$60.1K 0.13% 153
2021
Q4 		$2.11M Buy
15,469
+235
+2% +$29.1K 0.13% 154
2021
Q3 		$1.71M Sell
15,234
-637
-4% -$71.6K 0.11% 164
2021
Q2 		$1.7M Sell
15,871
-350
-2% -$35.2K 0.11% 166
2021
Q1 		$1.59M Sell
16,221
-1,871
-10% -$172K 0.11% 163
2020
Q4 		$1.69M Sell
18,092
-1,751
-9% -$155K 0.15% 124
2020
Q3 		$1.58M Sell
19,843
-304
-2% -$22.8K 0.15% 118
2020
Q2 		$1.53M Sell
20,147
-262
-1% -$18.2K 0.16% 120
2020
Q1 		$1.28M Buy
20,409
+1,213
+6% +$96.9K 0.16% 116
2019
Q4 		$1.63M Sell
19,196
-1,901
-9% -$160K 0.16% 119
2019
Q3 		$1.75M Buy
21,097
+944
+5% +$78.5K 0.18% 98
2019
Q2 		$1.66M Sell
20,153
-1,008
-5% -$85K 0.18% 105
2019
Q1 		$1.7M Buy
21,161
+2,597
+14% +$192K 0.2% 92
2018
Q4 		$1.21M Buy
18,564
+698
+4% +$47.3K 0.16% 112
2018
Q3 		$1.32M Buy
17,866
+263
+1% +$18.9K 0.15% 124
2018
Q2 		$1.2M Buy
17,603
+359
+2% +$23.2K 0.14% 121
2018
Q1 		$1.06M Buy
17,244
+55
+0.3% +$3.63K 0.13% 133
2017
Q4 		$1.17M Sell
17,189
-545
-3% -$35.8K 0.15% 117
2017
Q3 		$1.06M Buy
17,734
+617
+4% +$35.2K 0.14% 117
2017
Q2 		$975K Buy
17,117
+399
+2% +$23.4K 0.14% 121
2017
Q1 		$985K Buy
16,718
+597
+4% +$36.3K 0.16% 98
2016
Q4 		$981K Sell
16,121
-50
-0.3% -$2.88K 0.17% 95
2016
Q3 		$936K Buy
16,171
+1,445
+10% +$86.6K 0.18% 99
2016
Q2 		$876K Buy
14,726
+245
+2% +$13.1K 0.18% 94
2016
Q1 		$782K Sell
14,481
-3,294
-19% -$166K 0.16% 107
2015
Q4 		$940K Sell
17,775
-91
-0.5% -$4.76K 0.19% 100
2015
Q3 		$851K Buy
+17,866
New +$833K 0.16% 122

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Analysts LLC's PAYX Position: Q1 2026 in Review

Capital Analysts LLC reduced its Paychex (PAYX) stake by 92% in Q1 2026, selling an estimated $1.65M and leaving 1,531 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Capital Analysts LLC first reported a position in PAYX in Q3 2015 and has held it in 43 quarters since. The position peaked at $2.71M in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Capital Analysts LLC held 1,531 shares of Paychex worth $141K as of Q1 2026.
  • Capital Analysts LLC sold 16,687 Paychex shares in Q1 2026, an estimated $1.65M.
  • Paychex made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #710 holding.
  • Capital Analysts LLC first reported a position in Paychex in Q3 2015 and has held it in 43 quarters since.
  • Capital Analysts LLC's Paychex position peaked at $2.71M in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.