Plato Investment Management’s Paychex PAYX Stock Holding History

Plato Investment Management’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	$1.59M	Sell	17,200 -802	-4%	-$79.4K	0.11%	198
2025 Q4	$2.03M	Hold	18,002	–	–	0.13%	162
2025 Q3	$2.26M	Buy	18,002 +463	+3%	+$64.2K	0.15%	139
2025 Q2	$2.54M	Buy	17,539 +13	+0.1%	+$1.96K	0.19%	114
2025 Q1	$2.73M	Sell	17,526 -2,785	-14%	-$410K	0.23%	105
2024 Q4	$2.86M	Sell	20,311 -1,517	-7%	-$215K	0.21%	110
2024 Q3	$2.93M	Hold	21,828	–	–	0.24%	107
2024 Q2	$2.59M	Hold	21,828	–	–	0.24%	96
2024 Q1	$2.68M	Buy	21,828 +20,856	+2,146%	+$2.53M	0.28%	96
2023 Q4	$116K	Buy	+972	New	+$115K	0.14%	142

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

Plato Investment Management's PAYX Position: Q1 2026 in Review

Plato Investment Management reduced its Paychex (PAYX) stake by 4.5% in Q1 2026, selling an estimated $79.4K and leaving 17,200 shares worth $1.59M. The position accounts for 0.11% of the portfolio, ranked #198.

Plato Investment Management first reported a position in PAYX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.93M in Q3 2024. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Plato Investment Management held 17,200 shares of Paychex worth $1.59M as of Q1 2026.
Plato Investment Management sold 802 Paychex shares in Q1 2026, an estimated $79.4K.
Paychex made up 0.11% of Plato Investment Management's portfolio in Q1 2026, its #198 holding.
Plato Investment Management first reported a position in Paychex in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Paychex position peaked at $2.93M in Q3 2024.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.