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Root Financial Partners’s Paychex PAYX Stock Holding History

Root Financial Partners’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 		$82.4K Buy
895
+442
+98% +$43.7K ﹤0.01% 643
2025
Q4 		$50.8K Sell
453
-14
-3% -$1.64K ﹤0.01% 706
2025
Q3 		$59.1K Buy
+467
New +$64.8K ﹤0.01% 614

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

Root Financial Partners's PAYX Position: Q1 2026 in Review

Root Financial Partners increased its Paychex (PAYX) stake by 98% in Q1 2026, buying an estimated $43.7K and bringing the position to 895 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Root Financial Partners first reported a position in PAYX in Q3 2025 and has held it in 3 quarters since. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Root Financial Partners held 895 shares of Paychex worth $82.4K as of Q1 2026.
  • Root Financial Partners bought 442 Paychex shares in Q1 2026, an estimated $43.7K.
  • Paychex made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #643 holding.
  • Root Financial Partners first reported a position in Paychex in Q3 2025 and has held it in 3 quarters since.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.