Spirepoint Private Client’s Paychex PAYX Stock Holding History

Spirepoint Private Client’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	$366K	Sell	3,969 -71	-2%	-$7.03K	0.03%	228
2025 Q4	$453K	Sell	4,040 -52	-1%	-$6.09K	0.04%	186
2025 Q3	$519K	Sell	4,092 -307	-7%	-$42.6K	0.05%	168
2025 Q2	$640K	Sell	4,399 -63	-1%	-$9.48K	0.07%	139
2025 Q1	$688K	Sell	4,462 -68	-2%	-$10K	0.09%	118
2024 Q4	$635K	Sell	4,530 -60	-1%	-$8.52K	0.08%	123
2024 Q3	$616K	Sell	4,590 -2	-0%	-$254	0.08%	133
2024 Q2	$544K	Sell	4,592 -121	-3%	-$14.8K	0.08%	132
2024 Q1	$579K	Buy	+4,713	New	+$572K	0.09%	123

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spirepoint Private Client's PAYX Position: Q1 2026 in Review

Spirepoint Private Client reduced its Paychex (PAYX) stake by 1.8% in Q1 2026, selling an estimated $7.03K and leaving 3,969 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #228.

Spirepoint Private Client first reported a position in PAYX in Q1 2024 and has held it in 9 quarters since. The position peaked at $688K in Q1 2025. 1,505 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Spirepoint Private Client held 3,969 shares of Paychex worth $366K as of Q1 2026.
Spirepoint Private Client sold 71 Paychex shares in Q1 2026, an estimated $7.03K.
Paychex made up 0.03% of Spirepoint Private Client's portfolio in Q1 2026, its #228 holding.
Spirepoint Private Client first reported a position in Paychex in Q1 2024 and has held it in 9 quarters since.
Spirepoint Private Client's Paychex position peaked at $688K in Q1 2025.
1,505 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.