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NewSquare Capital’s Paychex PAYX Stock Holding History

NewSquare 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
2026
Q2 		$6.21M Buy
+63,134
New +$5.97M 0.46% 64
2025
Q3 		– Sell
-215
Closed -$31.3K – 916
2025
Q2 		$31.3K Buy
215
+98
+84% +$14.8K ﹤0.01% 376
2025
Q1 		$18.1K Buy
117
+106
+964% +$15.6K ﹤0.01% 385
2024
Q4 		$1.54K Buy
+11
New +$1.56K ﹤0.01% 594
2024
Q1 		– Sell
-75
Closed -$8.93K – 505
2023
Q4 		$8.93K Sell
75
-1
-1% -$118 ﹤0.01% 281
2023
Q3 		$8.77K Sell
76
-179
-70% -$21.6K ﹤0.01% 319
2023
Q2 		$28.5K Buy
255
+122
+92% +$13.3K ﹤0.01% 233
2023
Q1 		$15.2K Buy
133
+50
+60% +$5.69K ﹤0.01% 301
2022
Q4 		$9.59K Sell
83
-700
-89% -$81.9K ﹤0.01% 296
2022
Q3 		$88K Sell
783
-33,757
-98% -$4.18M 0.01% 163
2022
Q2 		$3.93M Sell
34,540
-16,680
-33% -$2.09M 0.5% 67
2022
Q1 		$6.99M Buy
51,220
+5,524
+12% +$678K 0.74% 33
2021
Q4 		$6.24M Buy
45,696
+4,390
+11% +$543K 0.66% 33
2021
Q3 		$4.64M Buy
41,306
+895
+2% +$101K 0.54% 33
2021
Q2 		$4.34M Buy
40,411
+2,749
+7% +$276K 0.51% 38
2021
Q1 		$3.69M Buy
37,662
+1,610
+4% +$148K 0.48% 50
2020
Q4 		$3.36M Sell
36,052
-80
-0.2% -$7.1K 0.47% 46
2020
Q3 		$2.88M Buy
36,132
+1,877
+5% +$141K 0.46% 41
2020
Q2 		$2.6M Buy
34,255
+1,370
+4% +$95K 0.44% 47
2020
Q1 		$2.07M Buy
32,885
+32,455
+7,548% +$2.59M 0.38% 50
2019
Q4 		$37K Buy
+430
New +$36.3K 0.01% 185
2017
Q4 		– Sell
-61
Closed -$4K – 356
2017
Q3 		$4K Hold
61
– – ﹤0.01% 278
2017
Q2 		$3K Hold
61
– – ﹤0.01% 286
2017
Q1 		$4K Hold
61
– – ﹤0.01% 265
2016
Q4 		$4K Hold
61
– – ﹤0.01% 270
2016
Q3 		$4K Buy
61
+1
+2% +$60 ﹤0.01% 355
2016
Q2 		$4K Buy
+60
New +$3.21K ﹤0.01% 300

Other funds holding PAYX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

NewSquare Capital's PAYX Position: Q2 2026 in Review

NewSquare Capital opened a new position in Paychex (PAYX) in Q2 2026: 63,134 shares worth $6.21M. The stake represents 0.46% of the portfolio and ranks #64 among its holdings. This is a return to the name: NewSquare Capital previously reported a position in PAYX as recently as Q2 2025.

NewSquare Capital first reported a position in PAYX in Q2 2016 and has held it in 27 quarters since. The position peaked at $6.99M in Q1 2022. 688 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • NewSquare Capital held 63,134 shares of Paychex worth $6.21M as of Q2 2026.
  • Paychex was a new NewSquare Capital position in Q2 2026.
  • Paychex made up 0.46% of NewSquare Capital's portfolio in Q2 2026, its #64 holding.
  • NewSquare Capital first reported a position in Paychex in Q2 2016 and has held it in 27 quarters since.
  • NewSquare Capital's Paychex position peaked at $6.99M in Q1 2022.
  • 688 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.