Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Paychex PAYX Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-39,038
Closed -$4.95M – 1063
2025
Q3 		$4.95M Sell
39,038
-6,475
-14% -$898K 0.02% 469
2025
Q2 		$6.62M Buy
45,513
+113
+0.2% +$17K 0.03% 388
2025
Q1 		$7M Sell
45,400
-167
-0.4% -$24.6K 0.04% 340
2024
Q4 		$6.39M Sell
45,567
-154
-0.3% -$21.9K 0.03% 355
2024
Q3 		$5.67M Buy
+45,721
New +$5.81M 0.04% 326
2023
Q2 		– Sell
-12,010
Closed -$1.38M – 430
2023
Q1 		$1.38M Sell
12,010
-404
-3% -$46K 0.02% 261
2022
Q4 		$1.44M Buy
12,414
+1
+0% +$117 0.03% 244
2022
Q3 		$1.39M Sell
12,413
-139
-1% -$17.2K 0.03% 241
2022
Q2 		$1.43M Sell
12,552
-4,306
-26% -$541K 0.03% 243
2022
Q1 		$2.3M Sell
16,858
-1,041
-6% -$128K 0.04% 222
2021
Q4 		$1.67M Buy
17,899
+1,075
+6% +$133K 0.04% 221
2021
Q3 		$1.89M Sell
16,824
-953
-5% -$107K 0.04% 239
2021
Q2 		$1.91M Buy
17,777
+152
+0.9% +$15.3K 0.04% 246
2021
Q1 		$1.73M Sell
17,625
-273
-2% -$25.1K 0.04% 226
2020
Q4 		$1.67M Sell
17,898
-74
-0.4% -$6.57K 0.04% 217
2020
Q3 		$1.43M Buy
17,972
+2
+0% +$150 0.04% 221
2020
Q2 		$1.36M Buy
17,970
+2,542
+16% +$176K 0.04% 218
2020
Q1 		$971K Buy
+15,428
New +$1.23M 0.04% 242

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kovitz Investment Group Partners's PAYX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Paychex (PAYX) in Q4 2025, closing a stake of 39,038 shares — an estimated $4.95M sold.

Kovitz Investment Group Partners first reported a position in PAYX in Q1 2020 and held it in 18 quarters. The position peaked at $7M in Q1 2025. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 39,038 Paychex shares in Q4 2025, an estimated $4.95M.
  • Kovitz Investment Group Partners first reported a position in Paychex in Q1 2020 and held it in 18 quarters.
  • Kovitz Investment Group Partners's Paychex position peaked at $7M in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.