Intellectus Partners’s Paychex PAYX Stock Holding History

Intellectus 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 Q1	$1.19M	Buy	12,870 +3,365	+35%	+$333K	0.24%	113
2025 Q4	$1.07M	Buy	+9,505	New	+$1.11M	0.21%	123
2018 Q4	–	Sell	-1,031	Closed	-$76K	–	434
2018 Q3	$76K	Hold	1,031	–	–	0.03%	309
2018 Q2	$70K	Hold	1,031	–	–	0.03%	305
2018 Q1	$63K	Hold	1,031	–	–	0.02%	313
2017 Q4	$70K	Hold	1,031	–	–	0.03%	308
2017 Q3	$62K	Hold	1,031	–	–	0.03%	352
2017 Q2	$59K	Hold	1,031	–	–	0.03%	348
2017 Q1	$61K	Hold	1,031	–	–	0.03%	305
2016 Q4	$63K	Buy	+1,031	New	+$59.4K	0.03%	282

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Intellectus Partners's PAYX Position: Q1 2026 in Review

Intellectus Partners increased its Paychex (PAYX) stake by 35% in Q1 2026, buying an estimated $333K and bringing the position to 12,870 shares worth $1.19M. The position accounts for 0.24% of the portfolio, ranked #113.

Intellectus Partners first reported a position in PAYX in Q4 2016 and has held it in 10 quarters since. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Intellectus Partners held 12,870 shares of Paychex worth $1.19M as of Q1 2026.
Intellectus Partners bought 3,365 Paychex shares in Q1 2026, an estimated $333K.
Paychex made up 0.24% of Intellectus Partners's portfolio in Q1 2026, its #113 holding.
Intellectus Partners first reported a position in Paychex in Q4 2016 and has held it in 10 quarters since.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Intellectus Partners's 13F filing for Q1 2026, filed 10 Apr 2026.