&Partners’s Paychex PAYX Stock Holding History

&Partners’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	$39.2M	Buy	398,076 +26,726	+7%	+$2.53M	0.16%	123
2026 Q1	$34.2M	Sell	371,350 -17,590	-5%	-$1.74M	0.17%	116
2025 Q4	$43.5M	Buy	388,940 +19,375	+5%	+$2.27M	0.23%	88
2025 Q3	$46.8M	Buy	369,565 +21,320	+6%	+$2.96M	0.3%	69
2025 Q2	$50.7M	Buy	348,245 +67,979	+24%	+$10.2M	0.39%	51
2025 Q1	$42.4M	Buy	280,266 +35,642	+15%	+$5.24M	0.45%	49
2024 Q4	$34.2M	Buy	244,624 +100,569	+70%	+$14.3M	0.41%	53
2024 Q3	$19.4M	Buy	144,055 +75,054	+109%	+$9.53M	0.37%	61
2024 Q2	$8.19M	Buy	69,001 +54,897	+389%	+$6.71M	0.36%	66
2024 Q1	$1.74M	Buy	14,104 +6,214	+79%	+$754K	0.24%	85
2023 Q4	$924K	Buy	+7,890	New	+$935K	0.23%	102

Other funds holding PAYX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

&Partners's PAYX Position: Q2 2026 in Review

&Partners increased its Paychex (PAYX) stake by 7.2% in Q2 2026, buying an estimated $2.53M and bringing the position to 398,076 shares worth $39.2M. The position accounts for 0.16% of the portfolio, ranked #123.

&Partners first reported a position in PAYX in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.7M in Q2 2025. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

&Partners held 398,076 shares of Paychex worth $39.2M as of Q2 2026.
&Partners bought 26,726 Paychex shares in Q2 2026, an estimated $2.53M.
Paychex made up 0.16% of &Partners's portfolio in Q2 2026, its #123 holding.
&Partners first reported a position in Paychex in Q4 2023 and has held it in 11 quarters since.
&Partners's Paychex position peaked at $50.7M in Q2 2025.
1,530 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.