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Summit Global Investments’s Paychex PAYX Stock Holding History

Summit Global Investments’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
2025
Q4 		– Sell
-48,143
Closed -$6.1M – 529
2025
Q3 		$6.1M Buy
48,143
+45,781
+1,938% +$6.35M 0.36% 45
2025
Q2 		$344K Buy
+2,362
New +$356K 0.02% 372
2025
Q1 		– Sell
-1,631
Closed -$229K – 543
2024
Q4 		$229K Buy
1,631
+8
+0.5% +$1.14K 0.01% 490
2024
Q3 		$218K Buy
+1,623
New +$206K 0.01% 482
2024
Q2 		– Sell
-1,633
Closed -$201K – 556
2024
Q1 		$201K Sell
1,633
-78
-5% -$9.47K 0.01% 483
2023
Q4 		$204K Buy
+1,711
New +$203K 0.01% 493
2023
Q3 		– Sell
-2,790
Closed -$312K – 583
2023
Q2 		$312K Buy
+2,790
New +$305K 0.02% 414
2020
Q1 		– Sell
-63,566
Closed -$5.41M – 275
2019
Q4 		$5.41M Buy
63,566
+178
+0.3% +$15K 0.59% 58
2019
Q3 		$5.25M Buy
63,388
+2,105
+3% +$175K 0.61% 58
2019
Q2 		$5.04M Sell
61,283
-16,979
-22% -$1.43M 0.63% 55
2019
Q1 		$6.28M Buy
78,262
+26,337
+51% +$1.94M 0.8% 40
2018
Q4 		$3.38M Buy
51,925
+6,108
+13% +$414K 0.52% 62
2018
Q3 		$3.37M Sell
45,817
-624
-1% -$44.8K 0.45% 62
2018
Q2 		$3.17M Sell
46,441
-50,703
-52% -$3.27M 0.48% 62
2018
Q1 		$5.98M Sell
97,144
-726
-0.7% -$48K 0.95% 35
2017
Q4 		$6.66M Sell
97,870
-25,549
-21% -$1.68M 1.03% 37
2017
Q3 		$7.4M Buy
123,419
+66,455
+117% +$3.8M 1.16% 34
2017
Q2 		$3.24M Sell
56,964
-18,171
-24% -$1.07M 0.97% 35
2017
Q1 		$4.43M Buy
75,135
+5,721
+8% +$348K 1.44% 20
2016
Q4 		$4.23M Buy
+69,414
New +$4M 1.54% 19

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Global Investments's PAYX Position: Q4 2025 in Review

Summit Global Investments sold out of Paychex (PAYX) in Q4 2025, closing a stake of 48,143 shares — an estimated $6.1M sold.

Summit Global Investments first reported a position in PAYX in Q4 2016 and held it in 20 quarters. The position peaked at $7.4M in Q3 2017. 1,591 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.

  • Summit Global Investments reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 48,143 Paychex shares in Q4 2025, an estimated $6.1M.
  • Summit Global Investments first reported a position in Paychex in Q4 2016 and held it in 20 quarters.
  • Summit Global Investments's Paychex position peaked at $7.4M in Q3 2017.
  • 1,591 funds tracked by Wall St. Rank held Paychex as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.