Creative Planning’s Paychex PAYX Stock Holding History

Creative Planning’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
2015 Q2	–	Sell	-2,000	Closed	-$11K	–	2429
2015 Q1	$11K	Sell	2,000 -500	-20%	-$24.3K	﹤0.01%	3138
2014 Q4	$8K	Sell	2,500 -2,500	-50%	-$115K	﹤0.01%	3241
2014 Q3	$10K	Sell	5,000 -3,000	-38%	-$126K	﹤0.01%	2944
2014 Q2	$10K	Hold	8,000	–	–	﹤0.01%	2876
2014 Q1	$20K	Buy	+8,000	New	+$339K	﹤0.01%	2373

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's PAYX Position: Q1 2026 in Review

Creative Planning increased its Paychex (PAYX) stake by 49% in Q1 2026, buying an estimated $7.27M and bringing the position to 223,009 shares worth $20.5M. The position accounts for 0.01% of the portfolio, ranked #435.

Creative Planning first reported a position in PAYX in Q2 2013 and has held it in 52 quarters since. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Creative Planning held 223,009 shares of Paychex worth $20.5M as of Q1 2026.
Creative Planning bought 73,495 Paychex shares in Q1 2026, an estimated $7.27M.
Paychex made up 0.01% of Creative Planning's portfolio in Q1 2026, its #435 holding.
Creative Planning first reported a position in Paychex in Q2 2013 and has held it in 52 quarters since.
1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.