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Edgestream Partners’s Paychex PAYX Stock Holding History

Edgestream Partners’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
Q1 		$6.43M Sell
69,763
-30,594
-30% -$3.03M 0.21% 156
2025
Q4 		$11.3M Buy
100,357
+46,629
+87% +$5.46M 0.32% 49
2025
Q3 		$6.81M Buy
+53,728
New +$7.45M 0.2% 161
2024
Q4 		– Sell
-18,081
Closed -$2.43M – 1029
2024
Q3 		$2.43M Buy
+18,081
New +$2.3M 0.11% 344
2024
Q1 		– Sell
-5,858
Closed -$698K – 969
2023
Q4 		$698K Buy
+5,858
New +$694K 0.05% 530
2023
Q3 		– Sell
-18,870
Closed -$2.11M – 933
2023
Q2 		$2.11M Buy
18,870
+13,736
+268% +$1.5M 0.19% 170
2023
Q1 		$588K Buy
5,134
+752
+17% +$85.6K 0.07% 382
2022
Q4 		$506K Buy
+4,382
New +$513K 0.06% 363
2022
Q2 		– Sell
-6,077
Closed -$829K – 606
2022
Q1 		$829K Buy
+6,077
New +$746K 0.07% 356
2020
Q4 		– Sell
-2,511
Closed -$200K – 409
2020
Q3 		$200K Sell
2,511
-87,664
-97% -$6.58M 0.01% 277
2020
Q2 		$6.83M Buy
90,175
+15,646
+21% +$1.08M 0.36% 81
2020
Q1 		$4.69M Sell
74,529
-23,097
-24% -$1.85M 0.43% 76
2019
Q4 		$8.3M Buy
97,626
+45,620
+88% +$3.85M 0.43% 72
2019
Q3 		$4.3M Buy
52,006
+44,181
+565% +$3.67M 0.41% 83
2019
Q2 		$644K Buy
+7,825
New +$660K 0.07% 170
2019
Q1 		– Sell
-13,855
Closed -$903K – 274
2018
Q4 		$903K Buy
+13,855
New +$939K 0.16% 143

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgestream Partners's PAYX Position: Q1 2026 in Review

Edgestream Partners reduced its Paychex (PAYX) stake by 30% in Q1 2026, selling an estimated $3.03M and leaving 69,763 shares worth $6.43M. The position accounts for 0.21% of the portfolio, ranked #156.

Edgestream Partners first reported a position in PAYX in Q4 2018 and has held it in 16 quarters since. The position peaked at $11.3M in Q4 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Edgestream Partners held 69,763 shares of Paychex worth $6.43M as of Q1 2026.
  • Edgestream Partners sold 30,594 Paychex shares in Q1 2026, an estimated $3.03M.
  • Paychex made up 0.21% of Edgestream Partners's portfolio in Q1 2026, its #156 holding.
  • Edgestream Partners first reported a position in Paychex in Q4 2018 and has held it in 16 quarters since.
  • Edgestream Partners's Paychex position peaked at $11.3M in Q4 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.