SIM
PAYX icon

Synergy Investment Management’s Paychex PAYX Stock Holding History

Synergy Investment 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
Q2 		$10.1K Buy
94
+28
+42% +$2.65K ﹤0.01% 632
2026
Q1 		$6.08K Buy
+66
New +$6.53K ﹤0.01% 557
2025
Q2 		– Sell
-19
Closed -$2.93K – 421
2025
Q1 		$2.93K Sell
19
-59
-76% -$8.68K ﹤0.01% 510
2024
Q4 		$10.9K Buy
+78
New +$11.1K ﹤0.01% 383

Other funds holding PAYX

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Synergy Investment Management's PAYX Position: Q2 2026 in Review

Synergy Investment Management increased its Paychex (PAYX) stake by 42% in Q2 2026, buying an estimated $2.65K and bringing the position to 94 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Synergy Investment Management first reported a position in PAYX in Q4 2024 and has held it in 4 quarters since. The position peaked at $10.9K in Q4 2024. 1,526 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Synergy Investment Management held 94 shares of Paychex worth $10.1K as of Q2 2026.
  • Synergy Investment Management bought 28 Paychex shares in Q2 2026, an estimated $2.65K.
  • Paychex made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #632 holding.
  • Synergy Investment Management first reported a position in Paychex in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Paychex position peaked at $10.9K in Q4 2024.
  • 1,526 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.