CIA
PAYX icon

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
Q2 		$2.37M Sell
24,130
-1,386
-5% -$131K 0.02% 669
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Concurrent Investment Advisors's PAYX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Paychex (PAYX) stake by 5.4% in Q2 2026, selling an estimated $131K and leaving 24,130 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #669.

Concurrent Investment Advisors first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.69M in Q2 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Concurrent Investment Advisors held 24,130 shares of Paychex worth $2.37M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,386 Paychex shares in Q2 2026, an estimated $131K.
  • Paychex made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #669 holding.
  • Concurrent Investment Advisors first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Paychex position peaked at $3.69M in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.