Creative Planning
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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
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 $3.37T AUM 44.26% 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

Creative Planning's PAYX Position: Q2 2026 in Review

Creative Planning increased its Paychex (PAYX) stake by 44% in Q2 2026, buying an estimated $9.34M and bringing the position to 321,743 shares worth $31.6M. The position accounts for 0.02% of the portfolio, ranked #342.

Creative Planning first reported a position in PAYX in Q2 2013 and has held it in 53 quarters since. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Creative Planning held 321,743 shares of Paychex worth $31.6M as of Q2 2026.
  • Creative Planning bought 98,734 Paychex shares in Q2 2026, an estimated $9.34M.
  • Paychex made up 0.02% of Creative Planning's portfolio in Q2 2026, its #342 holding.
  • Creative Planning first reported a position in Paychex in Q2 2013 and has held it in 53 quarters since.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.