Saratoga Research & Investment Management’s Paychex PAYX Stock Holding History

Saratoga Research & 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 Q2	$329K	Sell	3,349 -535	-14%	-$50.6K	0.02%	44
2026 Q1	$358K	Buy	3,884 +2	+0.1%	+$198	0.02%	41
2025 Q4	$435K	Hold	3,882	–	–	0.02%	43
2025 Q3	$492K	Hold	3,882	–	–	0.03%	38
2025 Q2	$565K	Hold	3,882	–	–	0.03%	39
2025 Q1	$599K	Hold	3,882	–	–	0.03%	36
2024 Q4	$544K	Sell	3,882 -830	-18%	-$118K	0.03%	39
2024 Q3	$632K	Hold	4,712	–	–	0.03%	35
2024 Q2	$559K	Sell	4,712 -60	-1%	-$7.33K	0.03%	36
2024 Q1	$586K	Sell	4,772 -8	-0.2%	-$971	0.03%	37
2023 Q4	$569K	Sell	4,780 -15	-0.3%	-$1.78K	0.03%	39
2023 Q3	$553K	Sell	4,795 -263	-5%	-$31.7K	0.03%	36
2023 Q2	$566K	Sell	5,058 -35	-0.7%	-$3.83K	0.03%	37
2023 Q1	$584K	Hold	5,093	–	–	0.03%	37
2022 Q4	$589K	Sell	5,093 -8	-0.2%	-$936	0.03%	37
2022 Q3	$572K	Sell	5,101 -23	-0.4%	-$2.85K	0.03%	35
2022 Q2	$583K	Sell	5,124 -21	-0.4%	-$2.64K	0.03%	38
2022 Q1	$702K	Sell	5,145 -9	-0.2%	-$1.1K	0.03%	35
2021 Q4	$704K	Sell	5,154 -843	-14%	-$104K	0.03%	35
2021 Q3	$674K	Sell	5,997 -59	-1%	-$6.63K	0.03%	33
2021 Q2	$650K	Sell	6,056 -14	-0.2%	-$1.41K	0.03%	33
2021 Q1	$595K	Sell	6,070 -115	-2%	-$10.6K	0.03%	34
2020 Q4	$576K	Sell	6,185 -73	-1%	-$6.48K	0.03%	33
2020 Q3	$499K	Sell	6,258 -67	-1%	-$5.03K	0.03%	33
2020 Q2	$479K	Hold	6,325	–	–	0.03%	33
2020 Q1	$398K	Hold	6,325	–	–	0.03%	34
2019 Q4	$538K	Sell	6,325 -25	-0.4%	-$2.11K	0.03%	31
2019 Q3	$526K	Sell	6,350 -105	-2%	-$8.73K	0.03%	32
2019 Q2	$531K	Sell	6,455 -985	-13%	-$83.1K	0.03%	32
2019 Q1	$597K	Sell	7,440 -190	-2%	-$14K	0.04%	32
2018 Q4	$497K	Buy	7,630 +185	+2%	+$12.5K	0.04%	32
2018 Q3	$548K	Hold	7,445	–	–	0.04%	32
2018 Q2	$509K	Hold	7,445	–	–	0.04%	32
2018 Q1	$459K	Hold	7,445	–	–	0.03%	32
2017 Q4	$507K	Hold	7,445	–	–	0.04%	32
2017 Q3	$446K	Buy	7,445 +865	+13%	+$49.4K	0.03%	32
2017 Q2	$375K	Hold	6,580	–	–	0.03%	35
2017 Q1	$388K	Hold	6,580	–	–	0.03%	34
2016 Q4	$401K	Hold	6,580	–	–	0.04%	33
2016 Q3	$381K	Sell	6,580 -460	-7%	-$27.6K	0.03%	34
2016 Q2	$419K	Hold	7,040	–	–	0.04%	34
2016 Q1	$380K	Hold	7,040	–	–	0.03%	37
2015 Q4	$372K	Sell	7,040 -1,100	-14%	-$57.5K	0.04%	39
2015 Q3	$388K	Sell	8,140 -1,750	-18%	-$81.6K	0.04%	40
2015 Q2	$464K	Sell	9,890 -115	-1%	-$5.62K	0.04%	39
2015 Q1	$496K	Hold	10,005	–	–	0.05%	38
2014 Q4	$462K	Hold	10,005	–	–	0.04%	39
2014 Q3	$442K	Hold	10,005	–	–	0.04%	36
2014 Q2	$416K	Hold	10,005	–	–	0.04%	39
2014 Q1	$426K	Hold	10,005	–	–	0.04%	38
2013 Q4	$456K	Hold	10,005	–	–	0.05%	37
2013 Q3	$407K	Sell	10,005 -2,785	-22%	-$110K	0.05%	37
2013 Q2	$467K	Buy	+12,790	New	+$471K	0.06%	39

Other funds holding PAYX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Saratoga Research & Investment Management's PAYX Position: Q2 2026 in Review

Saratoga Research & Investment Management reduced its Paychex (PAYX) stake by 14% in Q2 2026, selling an estimated $50.6K and leaving 3,349 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #44.

Saratoga Research & Investment Management first reported a position in PAYX in Q2 2013 and has held it in 53 quarters since. The position peaked at $704K in Q4 2021. 1,160 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Saratoga Research & Investment Management held 3,349 shares of Paychex worth $329K as of Q2 2026.
Saratoga Research & Investment Management sold 535 Paychex shares in Q2 2026, an estimated $50.6K.
Paychex made up 0.02% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #44 holding.
Saratoga Research & Investment Management first reported a position in Paychex in Q2 2013 and has held it in 53 quarters since.
Saratoga Research & Investment Management's Paychex position peaked at $704K in Q4 2021.
1,160 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.