Lido Advisors
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Lido Advisors’s Paychex PAYX Stock Holding History

Lido Advisors’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 		$1.99M Buy
21,578
+9,919
+85% +$981K 0.01% 709
2025
Q4 		$1.45M Buy
11,659
+554
+5% +$64.8K ﹤0.01% 833
2025
Q3 		$1.41M Buy
11,105
+1,206
+12% +$167K ﹤0.01% 805
2025
Q2 		$1.44M Buy
9,899
+2,490
+34% +$375K 0.01% 701
2025
Q1 		$1.14M Buy
7,409
+221
+3% +$32.5K 0.01% 722
2024
Q4 		$1.01M Buy
7,188
+149
+2% +$21.2K ﹤0.01% 763
2024
Q3 		$945K Buy
7,039
+379
+6% +$48.1K ﹤0.01% 730
2024
Q2 		$790K Sell
6,660
-820
-11% -$100K ﹤0.01% 761
2024
Q1 		$919K Buy
7,480
+2,613
+54% +$317K 0.01% 687
2023
Q4 		$580K Sell
4,867
-44,976
-90% -$5.33M ﹤0.01% 804
2023
Q3 		$5.75M Buy
49,843
+46,596
+1,435% +$5.62M 0.04% 212
2023
Q2 		$363K Sell
3,247
-27
-0.8% -$2.95K ﹤0.01% 842
2023
Q1 		$375K Sell
3,274
-1,940
-37% -$221K ﹤0.01% 796
2022
Q4 		$603K Sell
5,214
-15
-0.3% -$1.75K 0.01% 535
2022
Q3 		$586K Buy
5,229
+59
+1% +$7.31K 0.01% 512
2022
Q2 		$588K Buy
5,170
+133
+3% +$16.7K 0.01% 486
2022
Q1 		$687K Buy
5,037
+348
+7% +$42.7K 0.01% 494
2021
Q4 		$640K Buy
4,689
+618
+15% +$76.4K 0.01% 534
2021
Q3 		$457K Buy
+4,071
New +$457K 0.01% 622
2016
Q3 		– Sell
-6,208
Closed -$369K – 178
2016
Q2 		$369K Sell
6,208
-500
-7% -$26.8K 0.11% 87
2016
Q1 		$362K Buy
+6,708
New +$338K 0.12% 86

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

Lido Advisors's PAYX Position: Q1 2026 in Review

Lido Advisors increased its Paychex (PAYX) stake by 85% in Q1 2026, buying an estimated $981K and bringing the position to 21,578 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #709.

Lido Advisors first reported a position in PAYX in Q1 2016 and has held it in 21 quarters since. The position peaked at $5.75M in Q3 2023. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Lido Advisors held 21,578 shares of Paychex worth $1.99M as of Q1 2026.
  • Lido Advisors bought 9,919 Paychex shares in Q1 2026, an estimated $981K.
  • Paychex made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #709 holding.
  • Lido Advisors first reported a position in Paychex in Q1 2016 and has held it in 21 quarters since.
  • Lido Advisors's Paychex position peaked at $5.75M in Q3 2023.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.