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Lindbrook Capital’s Paychex PAYX Stock Holding History

Lindbrook Capital’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
Q1 		$743K Buy
4,814
+162
+3% +$23.8K 0.07% 167
2024
Q4 		$652K Sell
4,652
-36
-0.8% -$5.11K 0.06% 186
2024
Q3 		$629K Sell
4,688
-102
-2% -$13K 0.06% 192
2024
Q2 		$568K Sell
4,790
-613
-11% -$74.9K 0.05% 188
2024
Q1 		$663K Buy
5,403
+56
+1% +$6.8K 0.06% 178
2023
Q4 		$637K Sell
5,347
-468
-8% -$55.4K 0.06% 168
2023
Q3 		$671K Sell
5,815
-254
-4% -$30.6K 0.08% 145
2023
Q2 		$679K Sell
6,069
-19
-0.3% -$2.08K 0.07% 156
2023
Q1 		$698K Sell
6,088
-189
-3% -$21.5K 0.08% 139
2022
Q4 		$725K Buy
6,277
+182
+3% +$21.3K 0.09% 138
2022
Q3 		$684K Buy
6,095
+316
+5% +$39.2K 0.12% 107
2022
Q2 		$658K Sell
5,779
-49
-0.8% -$6.15K 0.11% 120
2022
Q1 		$795K Buy
5,828
+257
+5% +$31.5K 0.12% 110
2021
Q4 		$760K Buy
5,571
+5,320
+2,120% +$658K 0.12% 113
2021
Q3 		$28K Hold
251
– – 0.01% 632
2021
Q2 		$27K Hold
251
– – 0.01% 674
2021
Q1 		$25K Buy
251
+25
+11% +$2.3K 0.01% 675
2020
Q4 		$21K Hold
226
– – 0.01% 673
2020
Q3 		$18K Sell
226
-2,205
-91% -$166K 0.01% 646
2020
Q2 		$184K Sell
2,431
-162
-6% -$11.2K 0.05% 128
2020
Q1 		$163K Sell
2,593
-550
-17% -$43.9K 0.06% 121
2019
Q4 		$267K Hold
3,143
– – 0.09% 103
2019
Q3 		$260K Buy
3,143
+40
+1% +$3.32K 0.1% 103
2019
Q2 		$255K Hold
3,103
– – 0.1% 103
2019
Q1 		$248K Hold
3,103
– – 0.1% 105
2018
Q4 		$202K Buy
+3,103
New +$210K 0.1% 109

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lindbrook Capital's PAYX Position: Q1 2025 in Review

Lindbrook Capital increased its Paychex (PAYX) stake by 3.5% in Q1 2025, buying an estimated $23.8K and bringing the position to 4,814 shares worth $743K. The position accounts for 0.07% of the portfolio, ranked #167.

Lindbrook Capital first reported a position in PAYX in Q4 2018 and has held it in 26 quarters since. The position peaked at $795K in Q1 2022. 1,703 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • Lindbrook Capital held 4,814 shares of Paychex worth $743K as of Q1 2025.
  • Lindbrook Capital bought 162 Paychex shares in Q1 2025, an estimated $23.8K.
  • Paychex made up 0.07% of Lindbrook Capital's portfolio in Q1 2025, its #167 holding.
  • Lindbrook Capital first reported a position in Paychex in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Paychex position peaked at $795K in Q1 2022.
  • 1,703 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.