Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,152
Closed -$795K 171
2025
Q1
$795K Buy
5,152
+7
+0.1% +$1.03K 0.18% 87
2024
Q4
$722K Buy
5,145
+6
+0.1% +$852 0.16% 91
2024
Q3
$690K Buy
5,139
+8
+0.2% +$1.02K 0.15% 100
2024
Q2
$608K Buy
5,131
+9
+0.2% +$1.1K 0.14% 99
2024
Q1
$629K Buy
5,122
+7
+0.1% +$850 0.15% 94
2023
Q4
$609K Buy
5,115
+8
+0.2% +$948 0.16% 92
2023
Q3
$589K Buy
5,107
+7
+0.1% +$844 0.17% 92
2023
Q2
$570K Buy
5,100
+9
+0.2% +$984 0.15% 96
2023
Q1
$583K Buy
5,091
+7
+0.1% +$796 0.16% 92
2022
Q4
$587K Buy
5,084
+7
+0.1% +$819 0.17% 94
2022
Q3
$570K Buy
5,077
+6
+0.1% +$744 0.18% 90
2022
Q2
$577K Buy
+5,071
New +$637K 0.17% 91

Other funds holding PAYX

The Family Firm's PAYX Position: Q2 2025 in Review

The Family Firm sold out of Paychex (PAYX) in Q2 2025, closing a stake of 5,152 shares — an estimated $795K sold.

The Family Firm first reported a position in PAYX in Q2 2022 and held it in 12 quarters. The position peaked at $795K in Q1 2025. 1,674 funds tracked by Wall St. Rank hold PAYX as of Q2 2025.

  • The Family Firm reported no remaining Paychex position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 5,152 Paychex shares in Q2 2025, an estimated $795K.
  • The Family Firm first reported a position in Paychex in Q2 2022 and held it in 12 quarters.
  • The Family Firm's Paychex position peaked at $795K in Q1 2025.
  • 1,674 funds tracked by Wall St. Rank held Paychex as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.