Insigneo Advisory Services’s Paychex PAYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$299K Buy
3,247
+460
+17% +$45.5K 0.02% 504
2025
Q4
$313K Buy
2,787
+312
+13% +$36.5K 0.02% 498
2025
Q3
$314K Buy
2,475
+114
+5% +$15.8K 0.02% 499
2025
Q2
$343K Sell
2,361
-44
-2% -$6.62K 0.03% 422
2025
Q1
$371K Buy
2,405
+158
+7% +$23.2K 0.04% 369
2024
Q4
$315K Sell
2,247
-1,446
-39% -$205K 0.03% 406
2024
Q3
$496K Sell
3,693
-5
-0.1% -$635 0.05% 315
2024
Q2
$461K Sell
3,698
-603
-14% -$73.7K 0.05% 311
2024
Q1
$528K Sell
4,301
-202
-4% -$24.5K 0.06% 255
2023
Q4
$536K Buy
4,503
+1,678
+59% +$199K 0.08% 231
2023
Q3
$326K Buy
+2,825
New +$340K 0.07% 270

Other funds holding PAYX

Insigneo Advisory Services's PAYX Position: Q1 2026 in Review

Insigneo Advisory Services increased its Paychex (PAYX) stake by 17% in Q1 2026, buying an estimated $45.5K and bringing the position to 3,247 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #504.

Insigneo Advisory Services first reported a position in PAYX in Q3 2023 and has held it in 11 quarters since. The position peaked at $536K in Q4 2023. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Insigneo Advisory Services held 3,247 shares of Paychex worth $299K as of Q1 2026.
  • Insigneo Advisory Services bought 460 Paychex shares in Q1 2026, an estimated $45.5K.
  • Paychex made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #504 holding.
  • Insigneo Advisory Services first reported a position in Paychex in Q3 2023 and has held it in 11 quarters since.
  • Insigneo Advisory Services's Paychex position peaked at $536K in Q4 2023.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.