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Hamlin Capital Management’s Paychex PAYX Stock Holding History

Hamlin 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 		$118M Buy
1,196,771
+59,601
+5% +$5.64M 2.65% 23
2026
Q1 		$105M Sell
1,137,170
-221,855
-16% -$22M 2.53% 23
2025
Q4 		$152M Buy
1,359,025
+68,594
+5% +$8.03M 3.66% 16
2025
Q3 		$164M Buy
1,290,431
+4,765
+0.4% +$661K 3.72% 15
2025
Q2 		$187M Buy
1,285,666
+13,698
+1% +$2.06M 4.33% 10
2025
Q1 		$196M Buy
1,271,968
+19,557
+2% +$2.88M 4.7% 5
2024
Q4 		$176M Buy
1,252,411
+98,881
+9% +$14M 4.35% 9
2024
Q3 		$155M Buy
1,153,530
+97,867
+9% +$12.4M 3.89% 15
2024
Q2 		$125M Buy
1,055,663
+73,993
+8% +$9.04M 3.69% 16
2024
Q1 		$121M Buy
981,670
+80,771
+9% +$9.8M 3.56% 19
2023
Q4 		$107M Sell
900,899
-3,769
-0.4% -$447K 3.38% 20
2023
Q3 		$104M Sell
904,668
-1,462
-0.2% -$176K 3.59% 19
2023
Q2 		$101M Buy
906,130
+210,620
+30% +$23M 3.4% 20
2023
Q1 		$79.7M Sell
695,510
-212
-0% -$24.1K 2.78% 23
2022
Q4 		$80.4M Buy
695,722
+24,145
+4% +$2.83M 2.86% 23
2022
Q3 		$75.4M Buy
671,577
+110,576
+20% +$13.7M 3.01% 23
2022
Q2 		$63.9M Sell
561,001
-239,480
-30% -$30.1M 2.56% 22
2022
Q1 		$109M Sell
800,481
-38,953
-5% -$4.78M 3.85% 15
2021
Q4 		$115M Sell
839,434
-927
-0.1% -$115K 4.06% 7
2021
Q3 		$94.5M Sell
840,361
-19,186
-2% -$2.16M 3.76% 12
2021
Q2 		$92.2M Sell
859,547
-39,329
-4% -$3.96M 3.63% 17
2021
Q1 		$88.1M Buy
898,876
+96,383
+12% +$8.88M 3.61% 16
2020
Q4 		$74.8M Sell
802,493
-134,116
-14% -$11.9M 3.45% 15
2020
Q3 		$74.7M Buy
936,609
+247,480
+36% +$18.6M 3.95% 10
2020
Q2 		$52.2M Buy
689,129
+144,189
+26% +$9.99M 2.79% 19
2020
Q1 		$34.3M Buy
+544,940
New +$43.5M 2.05% 24

Other funds holding PAYX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

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

Hamlin Capital Management increased its Paychex (PAYX) stake by 5.2% in Q2 2026, buying an estimated $5.64M and bringing the position to 1,196,771 shares worth $118M. The position accounts for 2.65% of the portfolio, ranked #23.

Hamlin Capital Management first reported a position in PAYX in Q1 2020 and has held it in 26 quarters since. The position peaked at $196M in Q1 2025. 242 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Hamlin Capital Management held 1,196,771 shares of Paychex worth $118M as of Q2 2026.
  • Hamlin Capital Management bought 59,601 Paychex shares in Q2 2026, an estimated $5.64M.
  • Paychex made up 2.65% of Hamlin Capital Management's portfolio in Q2 2026, its #23 holding.
  • Hamlin Capital Management first reported a position in Paychex in Q1 2020 and has held it in 26 quarters since.
  • Hamlin Capital Management's Paychex position peaked at $196M in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Hamlin Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.