Select Equity Group’s Paychex PAYX Stock Holding History

Select Equity Group’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
2015 Q2	–	Sell	-804,400	Closed	-$39.9M	–	108
2015 Q1	$39.9M	Sell	804,400 -299,100	-27%	-$14.5M	0.36%	61
2014 Q4	$50.9M	Sell	1,103,500 -250,000	-18%	-$11.5M	0.48%	52
2014 Q3	$59.8M	Hold	1,353,500	–	–	0.62%	48
2014 Q2	$56.3M	Buy	1,353,500 +503,500	+59%	+$20.7M	0.57%	49
2014 Q1	$36.2M	Buy	+850,000	New	+$36.1M	0.4%	52

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Select Equity Group's PAYX Position: Q2 2026 in Review

Select Equity Group reduced its Paychex (PAYX) stake by 37% in Q2 2026, selling an estimated $128M and leaving 2,320,215 shares worth $228M. The position accounts for 1.13% of the portfolio, ranked #30.

Select Equity Group first reported a position in PAYX in Q2 2013 and has held it in 53 quarters since. The position peaked at $641M in Q4 2025. 1,528 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Select Equity Group held 2,320,215 shares of Paychex worth $228M as of Q2 2026.
Select Equity Group sold 1,349,858 Paychex shares in Q2 2026, an estimated $128M.
Paychex made up 1.13% of Select Equity Group's portfolio in Q2 2026, its #30 holding.
Select Equity Group first reported a position in Paychex in Q2 2013 and has held it in 53 quarters since.
Select Equity Group's Paychex position peaked at $641M in Q4 2025.
1,528 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.