Essex Investment Management’s Paychex PAYX Stock Holding History

Essex Investment Management’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	$1.01M	Sell	10,934 -5,737	-34%	-$568K	0.16%	140
2025 Q4	$1.87M	Sell	16,671 -1,196	-7%	-$140K	0.29%	119
2025 Q3	$2.26M	Sell	17,867 -19	-0.1%	-$2.64K	0.35%	109
2025 Q2	$2.6M	Sell	17,886 -272	-1%	-$41K	0.47%	86
2025 Q1	$2.8M	Sell	18,158 -905	-5%	-$133K	0.58%	64
2024 Q4	$2.67M	Sell	19,063 -90	-0.5%	-$12.8K	0.48%	89
2024 Q3	$2.57M	Sell	19,153 -1,198	-6%	-$152K	0.45%	98
2024 Q2	$2.41M	Sell	20,351 -4,050	-17%	-$495K	0.45%	87
2024 Q1	$3M	Sell	24,401 -242	-1%	-$29.4K	0.59%	58
2023 Q4	$2.94M	Sell	24,643 -3,149	-11%	-$373K	0.58%	57
2023 Q3	$3.21M	Sell	27,792 -2,760	-9%	-$333K	0.52%	60
2023 Q2	$3.42M	Sell	30,552 -1,136	-4%	-$124K	0.48%	61
2023 Q1	$3.63M	Sell	31,688 -140	-0.4%	-$15.9K	0.53%	53
2022 Q4	$3.68M	Sell	31,828 -827	-3%	-$96.8K	0.57%	49
2022 Q3	$3.66M	Sell	32,655 -2,583	-7%	-$320K	0.58%	49
2022 Q2	$4.01M	Sell	35,238 -2,791	-7%	-$351K	0.65%	40
2022 Q1	$5.19M	Sell	38,029 -209	-0.5%	-$25.7K	0.65%	45
2021 Q4	$5.22M	Hold	38,238	–	–	0.6%	42
2021 Q3	$4.3M	Sell	38,238 -383	-1%	-$43K	0.53%	49
2021 Q2	$4.14M	Sell	38,621 -3,640	-9%	-$366K	0.48%	61
2021 Q1	$4.14M	Sell	42,261 -240	-0.6%	-$22.1K	0.51%	49
2020 Q4	$3.96M	Hold	42,501	–	–	0.49%	55
2020 Q3	$3.39M	Sell	42,501 -1,598	-4%	-$120K	0.49%	49
2020 Q2	$3.34M	Hold	44,099	–	–	0.55%	46
2020 Q1	$2.77M	Sell	44,099 -5,903	-12%	-$472K	0.56%	42
2019 Q4	$4.25M	Sell	50,002 -912	-2%	-$76.9K	0.52%	44
2019 Q3	$4.21M	Sell	50,914 -6,313	-11%	-$525K	0.61%	35
2019 Q2	$4.71M	Sell	57,227 -1,908	-3%	-$161K	0.65%	26
2019 Q1	$4.74M	Sell	59,135 -3,013	-5%	-$222K	0.7%	28
2018 Q4	$4.05M	Sell	62,148 -530	-0.8%	-$35.9K	0.64%	32
2018 Q3	$4.62M	Sell	62,678 -196	-0.3%	-$14.1K	0.54%	42
2018 Q2	$4.3M	Sell	62,874 -751	-1%	-$48.5K	0.54%	46
2018 Q1	$3.92M	Sell	63,625 -1,887	-3%	-$125K	0.52%	47
2017 Q4	$4.46M	Sell	65,512 -4,375	-6%	-$287K	0.59%	37
2017 Q3	$4.19M	Sell	69,887 -1,130	-2%	-$64.5K	0.57%	36
2017 Q2	$4.04M	Sell	71,017 -52	-0.1%	-$3.05K	0.58%	39
2017 Q1	$4.19M	Sell	71,069 -1,650	-2%	-$100K	0.66%	34
2016 Q4	$4.43M	Sell	72,719 -73	-0.1%	-$4.21K	0.73%	31
2016 Q3	$4.21M	Sell	72,792 -671	-0.9%	-$40.2K	0.68%	33
2016 Q2	$4.37M	Sell	73,463 -491	-0.7%	-$26.3K	0.73%	33
2016 Q1	$3.99M	Sell	73,954 -1,624	-2%	-$81.8K	0.68%	35
2015 Q4	$4M	Sell	75,578 -84	-0.1%	-$4.39K	0.62%	36
2015 Q3	$3.6M	Hold	75,662	–	–	0.59%	44
2015 Q2	$3.55M	Buy	75,662 +264	+0.4%	+$12.9K	0.54%	47
2015 Q1	$3.74M	Buy	75,398 +346	+0.5%	+$16.8K	0.52%	56
2014 Q4	$3.46M	Buy	75,052 +325	+0.4%	+$15K	0.5%	56
2014 Q3	$3.3M	Buy	74,727 +15,893	+27%	+$668K	0.51%	58
2014 Q2	$2.44M	Sell	58,834 -855	-1%	-$35.1K	0.36%	78
2014 Q1	$2.54M	Sell	59,689 -473	-0.8%	-$20.1K	0.37%	73
2013 Q4	$2.74M	Sell	60,162 -772	-1%	-$32.9K	0.39%	72
2013 Q3	$2.48M	Sell	60,934 -15,480	-20%	-$612K	0.38%	76
2013 Q2	$2.79M	Buy	+76,414	New	+$2.81M	0.49%	64

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Investment Management's PAYX Position: Q1 2026 in Review

Essex Investment Management reduced its Paychex (PAYX) stake by 34% in Q1 2026, selling an estimated $568K and leaving 10,934 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #140.

Essex Investment Management first reported a position in PAYX in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.22M in Q4 2021. 1,509 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Essex Investment Management held 10,934 shares of Paychex worth $1.01M as of Q1 2026.
Essex Investment Management sold 5,737 Paychex shares in Q1 2026, an estimated $568K.
Paychex made up 0.16% of Essex Investment Management's portfolio in Q1 2026, its #140 holding.
Essex Investment Management first reported a position in Paychex in Q2 2013 and has held it in 52 quarters since.
Essex Investment Management's Paychex position peaked at $5.22M in Q4 2021.
1,509 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.