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Concurrent Investment Advisors’s Paychex PAYX Stock Holding History

Concurrent 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 		$2.35M Sell
25,516
-1,439
-5% -$142K 0.03% 563
2025
Q4 		$3.02M Buy
26,955
+2,003
+8% +$234K 0.03% 456
2025
Q3 		$3.16M Sell
24,952
-435
-2% -$60.3K 0.05% 341
2025
Q2 		$3.69M Buy
25,387
+2,797
+12% +$421K 0.07% 282
2025
Q1 		$3.49M Buy
22,590
+3,370
+18% +$496K 0.08% 244
2024
Q4 		$2.7M Sell
19,220
-8,169
-30% -$1.16M 0.07% 261
2024
Q3 		$3.68M Buy
27,389
+2,230
+9% +$283K 0.11% 197
2024
Q2 		$2.98M Sell
25,159
-1,813
-7% -$222K 0.1% 210
2024
Q1 		$3.31M Buy
26,972
+1,055
+4% +$128K 0.13% 169
2023
Q4 		$3.09M Buy
+25,917
New +$3.07M 0.15% 155

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

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

Concurrent Investment Advisors reduced its Paychex (PAYX) stake by 5.3% in Q1 2026, selling an estimated $142K and leaving 25,516 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #563.

Concurrent Investment Advisors first reported a position in PAYX in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.69M in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Concurrent Investment Advisors held 25,516 shares of Paychex worth $2.35M as of Q1 2026.
  • Concurrent Investment Advisors sold 1,439 Paychex shares in Q1 2026, an estimated $142K.
  • Paychex made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #563 holding.
  • Concurrent Investment Advisors first reported a position in Paychex in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Paychex position peaked at $3.69M in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.