PIA
PAYX icon

Perennial Investment Advisors’s Paychex PAYX Stock Holding History

Perennial Investment Advisors’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 		$349K Sell
3,553
-226
-6% -$21.4K 0.02% 398
2026
Q1 		$348K Buy
3,779
+775
+26% +$76.7K 0.03% 351
2025
Q4 		$337K Buy
3,004
+574
+24% +$67.2K 0.03% 351
2025
Q3 		$308K Sell
2,430
-23
-0.9% -$3.19K 0.03% 358
2025
Q2 		$357K Sell
2,453
-79
-3% -$11.9K 0.03% 313
2025
Q1 		$391K Buy
2,532
+276
+12% +$40.6K 0.04% 269
2024
Q4 		$316K Buy
2,256
+260
+13% +$36.9K 0.04% 288
2024
Q3 		$268K Buy
1,996
+97
+5% +$12.3K 0.03% 310
2024
Q2 		$225K Buy
1,899
+3
+0.2% +$367 0.03% 329
2024
Q1 		$233K Buy
1,896
+4
+0.2% +$485 0.04% 294
2023
Q4 		$225K Sell
1,892
-6
-0.3% -$711 0.04% 292
2023
Q3 		$219K Sell
1,898
-31
-2% -$3.74K 0.04% 293
2023
Q2 		$216K Sell
1,929
-2
-0.1% -$219 0.04% 305
2023
Q1 		$221K Buy
+1,931
New +$220K 0.04% 295
2022
Q3 		– Sell
-1,833
Closed -$208K – 225
2022
Q2 		$208K Buy
+1,833
New +$230K 0.08% 183

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Perennial Investment Advisors's PAYX Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Paychex (PAYX) stake by 6% in Q2 2026, selling an estimated $21.4K and leaving 3,553 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #398.

Perennial Investment Advisors first reported a position in PAYX in Q2 2022 and has held it in 15 quarters since. The position peaked at $391K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Perennial Investment Advisors held 3,553 shares of Paychex worth $349K as of Q2 2026.
  • Perennial Investment Advisors sold 226 Paychex shares in Q2 2026, an estimated $21.4K.
  • Paychex made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #398 holding.
  • Perennial Investment Advisors first reported a position in Paychex in Q2 2022 and has held it in 15 quarters since.
  • Perennial Investment Advisors's Paychex position peaked at $391K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.