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Okabena Investment Services’s Paychex PAYX Stock Holding History

Okabena Investment Services’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 		$274K Sell
2,970
-534
-15% -$52.8K 0.05% 137
2025
Q4 		$393K Hold
3,504
– – 0.08% 124
2025
Q3 		$444K Buy
3,504
+4
+0.1% +$555 0.09% 119
2025
Q2 		$509K Hold
3,500
– – 0.11% 100
2025
Q1 		$540K Buy
+3,500
New +$515K 0.14% 96

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

Okabena Investment Services's PAYX Position: Q1 2026 in Review

Okabena Investment Services reduced its Paychex (PAYX) stake by 15% in Q1 2026, selling an estimated $52.8K and leaving 2,970 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #137.

Okabena Investment Services first reported a position in PAYX in Q1 2025 and has held it in 5 quarters since. The position peaked at $540K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Okabena Investment Services held 2,970 shares of Paychex worth $274K as of Q1 2026.
  • Okabena Investment Services sold 534 Paychex shares in Q1 2026, an estimated $52.8K.
  • Paychex made up 0.05% of Okabena Investment Services's portfolio in Q1 2026, its #137 holding.
  • Okabena Investment Services first reported a position in Paychex in Q1 2025 and has held it in 5 quarters since.
  • Okabena Investment Services's Paychex position peaked at $540K in Q1 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.