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Klingman & Associates’s Paychex PAYX Stock Holding History

Klingman & Associates’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 		$246K Buy
+2,497
New +$236K 0.01% 304
2026
Q1 		– Sell
-1,797
Closed -$202K – 343
2025
Q4 		$202K Sell
1,797
-334
-16% -$39.1K 0.01% 320
2025
Q3 		$270K Buy
2,131
+62
+3% +$8.6K 0.01% 274
2025
Q2 		$301K Buy
+2,069
New +$311K 0.02% 242

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Klingman & Associates's PAYX Position: Q2 2026 in Review

Klingman & Associates opened a new position in Paychex (PAYX) in Q2 2026: 2,497 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in PAYX as recently as Q4 2025.

Klingman & Associates first reported a position in PAYX in Q2 2025 and has held it in 4 quarters since. The position peaked at $301K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Klingman & Associates held 2,497 shares of Paychex worth $246K as of Q2 2026.
  • Paychex was a new Klingman & Associates position in Q2 2026.
  • Paychex made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #304 holding.
  • Klingman & Associates first reported a position in Paychex in Q2 2025 and has held it in 4 quarters since.
  • Klingman & Associates's Paychex position peaked at $301K in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.