Kathmere Capital Management’s Paychex PAYX Stock Holding History

Kathmere 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 Q1	$385K	Buy	4,179 +811	+24%	+$80.2K	0.02%	409
2025 Q4	$378K	Sell	3,368 -2,068	-38%	-$242K	0.03%	370
2025 Q3	$689K	Sell	5,436 -1,410	-21%	-$196K	0.05%	236
2025 Q2	$996K	Buy	6,846 +1,137	+20%	+$171K	0.08%	167
2025 Q1	$881K	Buy	5,709 +867	+18%	+$128K	0.07%	161
2024 Q4	$679K	Buy	4,842 +631	+15%	+$89.6K	0.06%	176
2024 Q3	$565K	Buy	4,211 +698	+20%	+$88.6K	0.05%	186
2024 Q2	$417K	Buy	3,513 +753	+27%	+$92K	0.04%	203
2024 Q1	$339K	Buy	2,760 +289	+12%	+$35.1K	0.04%	213
2023 Q4	$294K	Sell	2,471 -141	-5%	-$16.7K	0.04%	209
2023 Q3	$301K	Buy	2,612 +758	+41%	+$91.4K	0.04%	187
2023 Q2	$207K	Buy	+1,854	New	+$203K	0.03%	216
2023 Q1	–	Sell	-2,743	Closed	-$317K	–	242
2022 Q4	$317K	Buy	2,743 +896	+49%	+$105K	0.06%	137
2022 Q3	$207K	Buy	+1,847	New	+$229K	0.04%	153
2021 Q1	–	Sell	-400	Closed	-$37K	–	319
2020 Q4	$37K	Hold	400	–	–	0.01%	257
2020 Q3	$32K	Buy	+400	New	+$30K	0.01%	245

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

Kathmere Capital Management's PAYX Position: Q1 2026 in Review

Kathmere Capital Management increased its Paychex (PAYX) stake by 24% in Q1 2026, buying an estimated $80.2K and bringing the position to 4,179 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #409.

Kathmere Capital Management first reported a position in PAYX in Q3 2020 and has held it in 16 quarters since. The position peaked at $996K in Q2 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Kathmere Capital Management held 4,179 shares of Paychex worth $385K as of Q1 2026.
Kathmere Capital Management bought 811 Paychex shares in Q1 2026, an estimated $80.2K.
Paychex made up 0.02% of Kathmere Capital Management's portfolio in Q1 2026, its #409 holding.
Kathmere Capital Management first reported a position in Paychex in Q3 2020 and has held it in 16 quarters since.
Kathmere Capital Management's Paychex position peaked at $996K in Q2 2025.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.