Coastal Bridge Advisors’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$612K Buy
6,647
+1,788
+37% +$177K 0.04% 288
2025
Q4
$545K Sell
4,859
-357
-7% -$41.8K 0.04% 300
2025
Q3
$661K Sell
5,216
-47
-0.9% -$6.52K 0.05% 259
2025
Q2
$766K Buy
5,263
+264
+5% +$39.7K 0.06% 236
2025
Q1
$771K Buy
+4,999
New +$735K 0.19% 122

Other funds holding PAYX

Coastal Bridge Advisors's PAYX Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Paychex (PAYX) stake by 37% in Q1 2026, buying an estimated $177K and bringing the position to 6,647 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #288.

Coastal Bridge Advisors first reported a position in PAYX in Q1 2025 and has held it in 5 quarters since. The position peaked at $771K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Coastal Bridge Advisors held 6,647 shares of Paychex worth $612K as of Q1 2026.
  • Coastal Bridge Advisors bought 1,788 Paychex shares in Q1 2026, an estimated $177K.
  • Paychex made up 0.04% of Coastal Bridge Advisors's portfolio in Q1 2026, its #288 holding.
  • Coastal Bridge Advisors first reported a position in Paychex in Q1 2025 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's Paychex position peaked at $771K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.