North Capital’s Paychex PAYX Stock Holding History

North 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 Q4	–	Sell	-552	Closed	-$70K	–	515
2025 Q3	$70K	Buy	552 +1	+0.2%	+$139	0.05%	182
2025 Q2	$80.1K	Hold	551	–	–	0.07%	157
2025 Q1	$85K	Buy	+551	New	+$81K	0.08%	148

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

North Capital's PAYX Position: Q4 2025 in Review

North Capital sold out of Paychex (PAYX) in Q4 2025, closing a stake of 552 shares — an estimated $70K sold.

North Capital first reported a position in PAYX in Q1 2025 and held it in 3 quarters. The position peaked at $85K in Q1 2025. 1,590 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

North Capital reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
North Capital sold 552 Paychex shares in Q4 2025, an estimated $70K.
North Capital first reported a position in Paychex in Q1 2025 and held it in 3 quarters.
North Capital's Paychex position peaked at $85K in Q1 2025.
1,590 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.