Optima Capital’s Paychex PAYX Stock Holding History

Optima 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 Q1	–	Sell	-1,284	Closed	-$144K	–	952
2025 Q4	$144K	Buy	+1,284	New	+$150K	0.06%	187

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optima Capital's PAYX Position: Q1 2026 in Review

Optima Capital sold out of Paychex (PAYX) in Q1 2026, closing a stake of 1,284 shares — an estimated $144K sold.

Optima Capital first reported a position in PAYX in Q4 2025 and held it in 1 quarter. The position peaked at $144K in Q4 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Optima Capital reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1,284 Paychex shares in Q1 2026, an estimated $144K.
Optima Capital first reported a position in Paychex in Q4 2025 and held it in 1 quarter.
Optima Capital's Paychex position peaked at $144K in Q4 2025.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.