Capstone Investment Advisors
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Capstone Investment Advisors’s Paychex PAYX Stock Holding History

Capstone Investment Advisors’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 		$521K Sell
5,657
-5,101
-47% -$505K ﹤0.01% 1119
2025
Q4 		$1.21M Sell
10,758
-2,730
-20% -$320K ﹤0.01% 798
2025
Q3 		$1.71M Buy
+13,488
New +$1.87M ﹤0.01% 822
2025
Q1 		– Sell
-62
Closed -$9.12K – 1745
2024
Q4 		$8.69K Sell
62
-1,082
-95% -$154K ﹤0.01% 1804
2024
Q3 		$154K Sell
1,144
-14,718
-93% -$1.87M ﹤0.01% 1640
2024
Q2 		$1.88M Sell
15,862
-10,724
-40% -$1.31M 0.01% 745
2024
Q1 		$3.26M Buy
+26,586
New +$3.23M 0.01% 594
2023
Q4 		– Sell
-8,887
Closed -$1.05M – 2325
2023
Q3 		$1.02M Buy
8,887
+4,487
+102% +$541K ﹤0.01% 983
2023
Q2 		$492K Buy
4,400
+1,754
+66% +$192K ﹤0.01% 1171
2023
Q1 		$303K Sell
2,646
-8,298
-76% -$944K ﹤0.01% 1169
2022
Q4 		$1.26M Buy
10,944
+378
+4% +$44.2K 0.01% 859
2022
Q3 		$1.19M Buy
10,566
+9,959
+1,641% +$1.23M 0.01% 953
2022
Q2 		$69K Buy
+607
New +$76.2K ﹤0.01% 1589
2021
Q4 		– Sell
-73
Closed -$9.02K – 2035
2021
Q3 		$8K Buy
+73
New +$8.2K ﹤0.01% 1962
2017
Q3 		– Sell
-9,952
Closed -$566K – 694
2017
Q2 		$566K Sell
9,952
-81,036
-89% -$4.76M 0.02% 403
2017
Q1 		$5.36M Buy
+90,988
New +$5.53M 0.13% 126
2016
Q1 		– Sell
-10,779
Closed -$570K – 741
2015
Q4 		$570K Buy
+10,779
New +$563K 0.02% 324

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

Capstone Investment Advisors's PAYX Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Paychex (PAYX) stake by 47% in Q1 2026, selling an estimated $505K and leaving 5,657 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Capstone Investment Advisors first reported a position in PAYX in Q4 2015 and has held it in 17 quarters since. The position peaked at $5.36M in Q1 2017. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Capstone Investment Advisors held 5,657 shares of Paychex worth $521K as of Q1 2026.
  • Capstone Investment Advisors sold 5,101 Paychex shares in Q1 2026, an estimated $505K.
  • Paychex made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1119 holding.
  • Capstone Investment Advisors first reported a position in Paychex in Q4 2015 and has held it in 17 quarters since.
  • Capstone Investment Advisors's Paychex position peaked at $5.36M in Q1 2017.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.