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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Creative Planning's PAYX Position: Q3 2026 in Review

Creative Planning increased its Paychex (PAYX) stake by 9.3% in Q3 2026, buying an estimated $3.46M and bringing the position to 351,646 shares worth $34.6M. 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 54 quarters since. 1,035 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

Creative Planning held 351,646 shares of Paychex worth $34.6M as of Q3 2026.
Creative Planning bought 29,903 Paychex shares in Q3 2026, an estimated $3.46M.
Paychex made up 0.02% of Creative Planning's portfolio in Q3 2026, its #342 holding.
Creative Planning first reported a position in Paychex in Q2 2013 and has held it in 54 quarters since.
1,035 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.