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Essential Partners’s Paychex PAYX Stock Holding History

Essential 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
Q2 		$328K Buy
3,334
+1,313
+65% +$124K 0.15% 140
2026
Q1 		$186K Buy
2,021
+1,977
+4,493% +$196K 0.06% 303
2025
Q4 		$4.95K Buy
44
+25
+132% +$2.93K ﹤0.01% 1433
2025
Q3 		$2.42K Buy
19
+15
+375% +$2.08K ﹤0.01% 1732
2025
Q2 		$582 Buy
+4
New +$602 ﹤0.01% 1659

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

Essential Partners's PAYX Position: Q2 2026 in Review

Essential Partners increased its Paychex (PAYX) stake by 65% in Q2 2026, buying an estimated $124K and bringing the position to 3,334 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #140.

Essential Partners first reported a position in PAYX in Q2 2025 and has held it in 5 quarters since. 1,528 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Essential Partners held 3,334 shares of Paychex worth $328K as of Q2 2026.
  • Essential Partners bought 1,313 Paychex shares in Q2 2026, an estimated $124K.
  • Paychex made up 0.15% of Essential Partners's portfolio in Q2 2026, its #140 holding.
  • Essential Partners first reported a position in Paychex in Q2 2025 and has held it in 5 quarters since.
  • 1,528 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.