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Sage Mountain Advisors’s Paychex PAYX Stock Holding History

Sage Mountain Advisors’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 		– Sell
-4,098
Closed -$460K – 487
2025
Q4 		$460K Buy
4,098
+295
+8% +$34.5K 0.02% 294
2025
Q3 		$482K Sell
3,803
-1,148
-23% -$159K 0.03% 283
2025
Q2 		$720K Buy
4,951
+141
+3% +$21.2K 0.05% 187
2025
Q1 		$742K Buy
4,810
+2,561
+114% +$377K 0.05% 160
2024
Q4 		$315K Sell
2,249
-270
-11% -$38.3K 0.02% 284
2024
Q3 		$338K Buy
2,519
+153
+6% +$19.4K 0.03% 260
2024
Q2 		$281K Buy
2,366
+237
+11% +$29K 0.03% 268
2024
Q1 		$261K Sell
2,129
-898
-30% -$109K 0.03% 265
2023
Q4 		$361K Buy
3,027
+396
+15% +$46.9K 0.04% 173
2023
Q3 		$303K Buy
2,631
+46
+2% +$5.54K 0.04% 185
2023
Q2 		$289K Sell
2,585
-73
-3% -$7.98K 0.04% 183
2023
Q1 		$305K Buy
+2,658
New +$302K 0.05% 166

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

Sage Mountain Advisors's PAYX Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Paychex (PAYX) in Q1 2026, closing a stake of 4,098 shares — an estimated $460K sold.

Sage Mountain Advisors first reported a position in PAYX in Q1 2023 and held it in 12 quarters. The position peaked at $742K in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Paychex position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,098 Paychex shares in Q1 2026, an estimated $460K.
  • Sage Mountain Advisors first reported a position in Paychex in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Paychex position peaked at $742K in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.