ECM
PAYX icon

Evergreen Capital Management’s Paychex PAYX Stock Holding History

Evergreen Capital 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
Q2 		$1.31M Buy
13,309
+2,641
+25% +$250K 0.02% 447
2026
Q1 		$983K Buy
10,668
+2,905
+37% +$287K 0.02% 493
2025
Q4 		$871K Sell
7,763
-476
-6% -$55.7K 0.02% 508
2025
Q3 		$1.04M Sell
8,239
-504
-6% -$69.9K 0.02% 389
2025
Q2 		$1.27M Buy
8,743
+1,950
+29% +$294K 0.04% 320
2025
Q1 		$1.05M Buy
6,793
+233
+4% +$34.3K 0.04% 327
2024
Q4 		$920K Buy
6,560
+38
+0.6% +$5.4K 0.03% 352
2024
Q3 		$875K Buy
6,522
+39
+0.6% +$4.95K 0.03% 349
2024
Q2 		$769K Buy
6,483
+650
+11% +$79.4K 0.03% 353
2024
Q1 		$716K Buy
5,833
+71
+1% +$8.62K 0.03% 350
2023
Q4 		$686K Buy
5,762
+1,566
+37% +$186K 0.03% 350
2023
Q3 		$484K Buy
4,196
+30
+0.7% +$3.62K 0.02% 405
2023
Q2 		$466K Buy
+4,166
New +$456K 0.02% 412
2023
Q1 		– Sell
-3,055
Closed -$353K – 748
2022
Q4 		$353K Sell
3,055
-65
-2% -$7.61K 0.02% 433
2022
Q3 		$350K Buy
+3,120
New +$387K 0.02% 408
2022
Q2 		– Sell
-1,682
Closed -$230K – 649
2022
Q1 		$230K Buy
1,682
+74
+5% +$9.08K 0.01% 567
2021
Q4 		$219K Buy
+1,608
New +$199K 0.01% 571

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Evergreen Capital Management's PAYX Position: Q2 2026 in Review

Evergreen Capital Management increased its Paychex (PAYX) stake by 25% in Q2 2026, buying an estimated $250K and bringing the position to 13,309 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #447.

Evergreen Capital Management first reported a position in PAYX in Q4 2021 and has held it in 17 quarters since. 474 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Evergreen Capital Management held 13,309 shares of Paychex worth $1.31M as of Q2 2026.
  • Evergreen Capital Management bought 2,641 Paychex shares in Q2 2026, an estimated $250K.
  • Paychex made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #447 holding.
  • Evergreen Capital Management first reported a position in Paychex in Q4 2021 and has held it in 17 quarters since.
  • 474 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.