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Smartleaf Asset Management’s Paychex PAYX Stock Holding History

Smartleaf Asset 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 		$388K Sell
4,165
-48
-1% -$4.75K 0.01% 594
2025
Q4 		$478K Sell
4,213
-7
-0.2% -$819 0.02% 543
2025
Q3 		$542K Buy
4,220
+1,575
+60% +$218K 0.03% 459
2025
Q2 		$381K Buy
2,645
+89
+3% +$13.4K 0.03% 429
2025
Q1 		$386K Buy
2,556
+637
+33% +$93.7K 0.04% 415
2024
Q4 		$269K Buy
1,919
+668
+53% +$94.9K 0.03% 462
2024
Q3 		$166K Buy
1,251
+481
+62% +$61.1K 0.02% 555
2024
Q2 		$90.7K Buy
770
+302
+65% +$36.9K 0.01% 603
2024
Q1 		$56.9K Buy
468
+267
+133% +$32.4K 0.01% 650
2023
Q4 		$24K Buy
+201
New +$23.8K 0.01% 649

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

Smartleaf Asset Management's PAYX Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Paychex (PAYX) stake by 1.1% in Q1 2026, selling an estimated $4.75K and leaving 4,165 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #594.

Smartleaf Asset Management first reported a position in PAYX in Q4 2023 and has held it in 10 quarters since. The position peaked at $542K in Q3 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Smartleaf Asset Management held 4,165 shares of Paychex worth $388K as of Q1 2026.
  • Smartleaf Asset Management sold 48 Paychex shares in Q1 2026, an estimated $4.75K.
  • Paychex made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #594 holding.
  • Smartleaf Asset Management first reported a position in Paychex in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Paychex position peaked at $542K in Q3 2025.
  • 1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.