CX Institutional
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CX Institutional’s Paychex PAYX Stock Holding History

CX Institutional’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
Q3 		$452K Buy
4,588
+372
+9% +$43K 0.01% 497
2026
Q2 		$415K Sell
4,216
-562
-12% -$53.2K 0.01% 518
2026
Q1 		$440K Sell
4,778
-262
-5% -$25.9K 0.01% 498
2025
Q4 		$565K Buy
5,040
+131
+3% +$15.3K 0.02% 390
2025
Q3 		$622K Buy
4,909
+2,082
+74% +$289K 0.02% 379
2025
Q2 		$411K Sell
2,827
-345
-11% -$51.9K 0.01% 420
2025
Q1 		$489K Buy
3,172
+327
+11% +$48.1K 0.02% 365
2024
Q4 		$399K Sell
2,845
-27
-0.9% -$3.83K 0.02% 381
2024
Q3 		$385K Buy
2,872
+9
+0.3% +$1.14K 0.02% 419
2024
Q2 		$339K Sell
2,863
-61
-2% -$7.45K 0.02% 433
2024
Q1 		$359K Sell
2,924
-54
-2% -$6.55K 0.02% 419
2023
Q4 		$355K Sell
2,978
-60
-2% -$7.11K 0.02% 370
2023
Q3 		$350K Sell
3,038
-22
-0.7% -$2.65K 0.02% 373
2023
Q2 		$342K Buy
3,060
+791
+35% +$86.5K 0.02% 405
2023
Q1 		$254K Buy
2,269
+96
+4% +$10.9K 0.01% 436
2022
Q4 		$251K Buy
+2,173
New +$254K 0.02% 463
2022
Q3 		– Sell
-1,748
Closed -$199K – 944
2022
Q2 		$199K Sell
1,748
-63
-3% -$7.91K 0.02% 438
2022
Q1 		$247K Buy
1,811
+136
+8% +$16.7K 0.02% 333
2021
Q4 		$229K Buy
1,675
+102
+6% +$12.6K 0.02% 312
2021
Q3 		$177K Buy
1,573
+45
+3% +$5.06K 0.01% 365
2021
Q2 		$164K Buy
1,528
+84
+6% +$8.45K 0.01% 365
2021
Q1 		$142K Sell
1,444
-144
-9% -$13.3K 0.01% 342
2020
Q4 		$148K Sell
1,588
-113
-7% -$10K 0.01% 309
2020
Q3 		$136K Buy
1,701
+198
+13% +$14.9K 0.01% 285
2020
Q2 		$114K Buy
1,503
+217
+17% +$15K 0.02% 275
2020
Q1 		$81K Sell
1,286
-125
-9% -$10K 0.01% 283
2019
Q4 		$120K Sell
1,411
-96
-6% -$8.1K 0.02% 220
2019
Q3 		$125K Buy
+1,507
New +$125K 0.02% 230
2019
Q2 		– Sell
-3,281
Closed -$263K – 981
2019
Q1 		$263K Buy
+3,281
New +$242K 0.05% 190

Other funds holding PAYX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional's PAYX Position: Q3 2026 in Review

CX Institutional increased its Paychex (PAYX) stake by 8.8% in Q3 2026, buying an estimated $43K and bringing the position to 4,588 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #497.

CX Institutional first reported a position in PAYX in Q1 2019 and has held it in 29 quarters since. The position peaked at $622K in Q3 2025. 957 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • CX Institutional held 4,588 shares of Paychex worth $452K as of Q3 2026.
  • CX Institutional bought 372 Paychex shares in Q3 2026, an estimated $43K.
  • Paychex made up 0.01% of CX Institutional's portfolio in Q3 2026, its #497 holding.
  • CX Institutional first reported a position in Paychex in Q1 2019 and has held it in 29 quarters since.
  • CX Institutional's Paychex position peaked at $622K in Q3 2025.
  • 957 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.