Optimist Retirement Group
PAYX icon

Optimist Retirement Group’s Paychex PAYX Stock Holding History

Optimist Retirement Group’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
Q3 		$2.34M Buy
23,732
+20,059
+546% +$2.32M 0.95% 32
2026
Q2 		$361K Hold
3,673
– – 0.14% 88
2026
Q1 		$338K Buy
3,673
+940
+34% +$93K 0.15% 81
2025
Q4 		$307K Hold
2,733
– – 0.14% 82
2025
Q3 		$346K Buy
2,733
+141
+5% +$19.6K 0.16% 80
2025
Q2 		$377K Sell
2,592
-217
-8% -$32.7K 0.18% 62
2025
Q1 		$433K Hold
2,809
– – 0.22% 52
2024
Q4 		$394K Sell
2,809
-600
-18% -$85.2K 0.19% 58
2024
Q3 		$457K Hold
3,409
– – 0.21% 55
2024
Q2 		$404K Hold
3,409
– – 0.21% 51
2024
Q1 		$419K Hold
3,409
– – 0.22% 52
2023
Q4 		$406K Buy
+3,409
New +$404K 0.26% 49

Other funds holding PAYX

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Optimist Retirement Group's PAYX Position: Q3 2026 in Review

Optimist Retirement Group increased its Paychex (PAYX) stake by 546% in Q3 2026, buying an estimated $2.32M and bringing the position to 23,732 shares worth $2.34M. The position accounts for 0.95% of the portfolio, ranked #32.

Optimist Retirement Group first reported a position in PAYX in Q4 2023 and has held it in 12 quarters since. 635 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Optimist Retirement Group held 23,732 shares of Paychex worth $2.34M as of Q3 2026.
  • Optimist Retirement Group bought 20,059 Paychex shares in Q3 2026, an estimated $2.32M.
  • Paychex made up 0.95% of Optimist Retirement Group's portfolio in Q3 2026, its #32 holding.
  • Optimist Retirement Group first reported a position in Paychex in Q4 2023 and has held it in 12 quarters since.
  • 635 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.