Pine Valley Investments’s Paychex PAYX Stock Holding History

Pine Valley Investments’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	$210K	Sell	2,139 -917	-30%	-$86.8K	0.01%	559
2026 Q1	$281K	Buy	3,056 +473	+18%	+$46.8K	0.01%	475
2025 Q4	$290K	Sell	2,583 -74	-3%	-$8.66K	0.01%	450
2025 Q3	$337K	Buy	2,657 +516	+24%	+$71.6K	0.02%	424
2025 Q2	$311K	Buy	2,141 +85	+4%	+$12.8K	0.02%	423
2025 Q1	$317K	Buy	2,056 +13	+0.6%	+$1.91K	0.02%	409
2024 Q4	$287K	Buy	2,043 +5	+0.2%	+$710	0.02%	422
2024 Q3	$273K	Buy	2,038 +13	+0.6%	+$1.65K	0.02%	428
2024 Q2	$240K	Buy	2,025 +14	+0.7%	+$1.71K	0.02%	430
2024 Q1	$247K	Sell	2,011 -10	-0.5%	-$1.21K	0.02%	430
2023 Q4	$241K	Buy	2,021 +5	+0.2%	+$592	0.02%	424
2023 Q3	$233K	Buy	2,016 +5	+0.2%	+$603	0.02%	404
2023 Q2	$225K	Buy	2,011 +6	+0.3%	+$656	0.02%	362
2023 Q1	$213K	Buy	+2,005	New	+$228K	0.03%	270

Other funds holding PAYX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Pine Valley Investments's PAYX Position: Q2 2026 in Review

Pine Valley Investments reduced its Paychex (PAYX) stake by 30% in Q2 2026, selling an estimated $86.8K and leaving 2,139 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #559.

Pine Valley Investments first reported a position in PAYX in Q1 2023 and has held it in 14 quarters since. The position peaked at $337K in Q3 2025. 795 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Pine Valley Investments held 2,139 shares of Paychex worth $210K as of Q2 2026.
Pine Valley Investments sold 917 Paychex shares in Q2 2026, an estimated $86.8K.
Paychex made up 0.01% of Pine Valley Investments's portfolio in Q2 2026, its #559 holding.
Pine Valley Investments first reported a position in Paychex in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's Paychex position peaked at $337K in Q3 2025.
795 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.