RW Investment Management’s Paychex PAYX Stock Holding History

RW 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	$269K	Buy	+2,924	New	+$289K	0.03%	94
2025 Q3	$371K	Hold	2,924	–	–	0.04%	76
2025 Q2	$425K	Hold	2,924	–	–	0.05%	72
2025 Q1	$451K	Hold	2,924	–	–	0.06%	61
2024 Q4	$410K	Sell	2,924 -2,553	-47%	-$363K	0.05%	67
2024 Q3	$735K	Hold	5,477	–	–	0.09%	48
2024 Q2	$649K	Hold	5,477	–	–	0.09%	48
2024 Q1	$673K	Hold	5,477	–	–	0.09%	49
2023 Q4	$652K	Hold	5,477	–	–	0.1%	46
2023 Q3	$632K	Hold	5,477	–	–	0.11%	43
2023 Q2	$613K	Hold	5,477	–	–	0.13%	46
2023 Q1	$628K	Hold	5,477	–	–	0.17%	41
2022 Q4	$633K	Buy	+5,477	New	+$641K	0.25%	38

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

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

RW Investment Management opened a new position in Paychex (PAYX) in Q1 2026: 2,924 shares worth $269K. The stake represents 0.03% of the portfolio and ranks #94 among its holdings. This is a return to the name: RW Investment Management previously reported a position in PAYX as recently as Q3 2025.

RW Investment Management first reported a position in PAYX in Q4 2022 and has held it in 13 quarters since. The position peaked at $735K in Q3 2024. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

RW Investment Management held 2,924 shares of Paychex worth $269K as of Q1 2026.
Paychex was a new RW Investment Management position in Q1 2026.
Paychex made up 0.03% of RW Investment Management's portfolio in Q1 2026, its #94 holding.
RW Investment Management first reported a position in Paychex in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Paychex position peaked at $735K in Q3 2024.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.