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Principal Securities’s Paychex PAYX Stock Holding History

Principal Securities’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 		$1.98M Buy
21,529
+2,257
+12% +$223K 0.03% 498
2025
Q4 		$2.16M Buy
19,272
+1,721
+10% +$201K 0.03% 452
2025
Q3 		$2.22M Buy
17,551
+669
+4% +$92.8K 0.04% 421
2025
Q2 		$2.46M Buy
16,882
+3,544
+27% +$534K 0.05% 352
2025
Q1 		$1.87M Hold
13,338
– – 0.04% 382
2024
Q4 		$1.87M Buy
13,338
+459
+4% +$65.2K 0.04% 380
2024
Q3 		$1.73M Buy
12,879
+534
+4% +$67.8K 0.04% 389
2024
Q2 		$1.46M Buy
12,345
+942
+8% +$115K 0.04% 383
2024
Q1 		$1.4M Buy
11,403
+68
+0.6% +$8.25K 0.04% 362
2023
Q4 		$1.35M Buy
+11,335
New +$1.34M 0.05% 334

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's PAYX Position: Q1 2026 in Review

Principal Securities increased its Paychex (PAYX) stake by 12% in Q1 2026, buying an estimated $223K and bringing the position to 21,529 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #498.

Principal Securities first reported a position in PAYX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.46M in Q2 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Principal Securities held 21,529 shares of Paychex worth $1.98M as of Q1 2026.
  • Principal Securities bought 2,257 Paychex shares in Q1 2026, an estimated $223K.
  • Paychex made up 0.03% of Principal Securities's portfolio in Q1 2026, its #498 holding.
  • Principal Securities first reported a position in Paychex in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Paychex position peaked at $2.46M in Q2 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.