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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
Q3 		$357K Buy
3,621
+287
+9% +$33.2K 0.16% 123
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 		$4.94K 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

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Essential Partners's PAYX Position: Q3 2026 in Review

Essential Partners increased its Paychex (PAYX) stake by 8.6% in Q3 2026, buying an estimated $33.2K and bringing the position to 3,621 shares worth $357K. The position accounts for 0.16% of the portfolio, ranked #123.

Essential Partners first reported a position in PAYX in Q2 2025 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Essential Partners held 3,621 shares of Paychex worth $357K as of Q3 2026.
  • Essential Partners bought 287 Paychex shares in Q3 2026, an estimated $33.2K.
  • Paychex made up 0.16% of Essential Partners's portfolio in Q3 2026, its #123 holding.
  • Essential Partners first reported a position in Paychex in Q2 2025 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.