JSAM
PAYX icon

J. Safra Asset Management’s Paychex PAYX Stock Holding History

J. Safra Asset 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 		$258K Buy
2,800
+49
+2% +$4.85K 0.01% 204
2025
Q4 		$309K Buy
+2,751
New +$322K 0.02% 190
2024
Q1 		– Sell
-479
Closed -$57.1K – 176
2023
Q4 		$57.1K Sell
479
-130
-21% -$15.4K 0.01% 81
2023
Q3 		$70.2K Hold
609
– – 0.01% 78
2023
Q2 		$68.1K Hold
609
– – 0.01% 89
2023
Q1 		$69.8K Buy
+609
New +$69.3K 0.01% 88

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J. Safra Asset Management's PAYX Position: Q1 2026 in Review

J. Safra Asset Management increased its Paychex (PAYX) stake by 1.8% in Q1 2026, buying an estimated $4.85K and bringing the position to 2,800 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #204.

J. Safra Asset Management first reported a position in PAYX in Q1 2023 and has held it in 6 quarters since. The position peaked at $309K in Q4 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • J. Safra Asset Management held 2,800 shares of Paychex worth $258K as of Q1 2026.
  • J. Safra Asset Management bought 49 Paychex shares in Q1 2026, an estimated $4.85K.
  • Paychex made up 0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #204 holding.
  • J. Safra Asset Management first reported a position in Paychex in Q1 2023 and has held it in 6 quarters since.
  • J. Safra Asset Management's Paychex position peaked at $309K in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.