Ridgewood Investments’s Paychex PAYX Stock Holding History

Ridgewood 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 Q1	$628K	Buy	+6,812	New	+$674K	0.26%	117
2019 Q2	–	Sell	-4,655	Closed	-$373K	–	198
2019 Q1	$373K	Hold	4,655	–	–	0.31%	103
2018 Q4	$343K	Hold	4,655	–	–	0.27%	106
2018 Q3	$343K	Hold	4,655	–	–	0.27%	107
2018 Q2	$318K	Sell	4,655 -1,173	-20%	-$75.7K	0.28%	109
2018 Q1	$359K	Buy	5,828 +264	+5%	+$17.4K	0.33%	90
2017 Q4	$379K	Buy	5,564 +2,031	+57%	+$133K	0.34%	87
2017 Q3	$212K	Buy	+3,533	New	+$202K	0.2%	131

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

Ridgewood Investments's PAYX Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Paychex (PAYX) in Q1 2026: 6,812 shares worth $628K. The stake represents 0.26% of the portfolio and ranks #117 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in PAYX as recently as Q1 2019.

Ridgewood Investments first reported a position in PAYX in Q3 2017 and has held it in 8 quarters since. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Ridgewood Investments held 6,812 shares of Paychex worth $628K as of Q1 2026.
Paychex was a new Ridgewood Investments position in Q1 2026.
Paychex made up 0.26% of Ridgewood Investments's portfolio in Q1 2026, its #117 holding.
Ridgewood Investments first reported a position in Paychex in Q3 2017 and has held it in 8 quarters since.
1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.