Thurston Springer Miller Herd & Titak’s Paychex PAYX Stock Holding History

Thurston Springer Miller Herd & Titak’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	$141K	Buy	1,430 +325	+29%	+$30.8K	0.05%	300
2026 Q1	$102K	Sell	1,105 -7,021	-86%	-$695K	0.04%	374
2025 Q4	$912K	Buy	8,126 +5,600	+222%	+$655K	0.32%	81
2025 Q3	$320K	Sell	2,526 -35,058	-93%	-$4.86M	0.63%	34
2025 Q2	$5.47M	Buy	37,584 +5,183	+16%	+$780K	0.71%	22
2025 Q1	$5M	Buy	32,401 +5,556	+21%	+$817K	0.84%	19
2024 Q4	$3.76M	Buy	26,845 +8,119	+43%	+$1.15M	0.76%	17
2024 Q3	$2.51M	Buy	18,726 +829	+5%	+$105K	0.69%	21
2024 Q2	$2.12M	Buy	+17,897	New	+$2.19M	0.66%	21

Other funds holding PAYX

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's PAYX Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Paychex (PAYX) stake by 29% in Q2 2026, buying an estimated $30.8K and bringing the position to 1,430 shares worth $141K. The position accounts for 0.05% of the portfolio, ranked #300.

Thurston Springer Miller Herd & Titak first reported a position in PAYX in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.47M in Q2 2025. 467 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

Thurston Springer Miller Herd & Titak held 1,430 shares of Paychex worth $141K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 325 Paychex shares in Q2 2026, an estimated $30.8K.
Paychex made up 0.05% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #300 holding.
Thurston Springer Miller Herd & Titak first reported a position in Paychex in Q2 2024 and has held it in 9 quarters since.
Thurston Springer Miller Herd & Titak's Paychex position peaked at $5.47M in Q2 2025.
467 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.