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Simplicity Wealth’s Paychex PAYX Stock Holding History

Simplicity Wealth’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 		$379K Buy
4,118
+1,780
+76% +$176K 0.02% 524
2025
Q4 		$262K Buy
+2,338
New +$274K 0.02% 602
2024
Q3 		– Sell
-7,231
Closed -$857K – 998
2024
Q2 		$857K Sell
7,231
-948
-12% -$116K 0.02% 580
2024
Q1 		$1M Buy
+8,179
New +$993K 0.02% 515

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

Simplicity Wealth's PAYX Position: Q1 2026 in Review

Simplicity Wealth increased its Paychex (PAYX) stake by 76% in Q1 2026, buying an estimated $176K and bringing the position to 4,118 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #524.

Simplicity Wealth first reported a position in PAYX in Q1 2024 and has held it in 4 quarters since. The position peaked at $1M in Q1 2024. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Simplicity Wealth held 4,118 shares of Paychex worth $379K as of Q1 2026.
  • Simplicity Wealth bought 1,780 Paychex shares in Q1 2026, an estimated $176K.
  • Paychex made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #524 holding.
  • Simplicity Wealth first reported a position in Paychex in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Paychex position peaked at $1M in Q1 2024.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.