Tortoise Investment Management’s Paychex PAYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-143
| Closed | -$18.1K | – | 1084 |
|
|
2025
Q3 | $18.1K | Sell |
143
-2
| -1% | -$277 | ﹤0.01% | 535 |
|
|
2025
Q2 | $21.1K | Buy |
145
+14
| +11% | +$2.11K | ﹤0.01% | 503 |
|
|
2025
Q1 | $20.2K | Hold |
131
| – | – | ﹤0.01% | 493 |
|
|
2024
Q4 | $18.4K | Sell |
131
-183
| -58% | -$26K | ﹤0.01% | 557 |
|
|
2024
Q3 | $42.2K | Buy |
314
+183
| +140% | +$23.2K | ﹤0.01% | 436 |
|
|
2024
Q2 | $15.5K | Hold |
131
| – | – | ﹤0.01% | 574 |
|
|
2024
Q1 | $16.1K | Hold |
131
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $15.6K | Hold |
131
| – | – | ﹤0.01% | 508 |
|
|
2023
Q3 | $15.1K | Hold |
131
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $14.7K | Hold |
131
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $15K | Hold |
131
| – | – | ﹤0.01% | 499 |
|
|
2022
Q4 | $15.1K | Sell |
131
-88
| -40% | -$10.3K | ﹤0.01% | 495 |
|
|
2022
Q3 | $25K | Hold |
219
| – | – | ﹤0.01% | 408 |
|
|
2022
Q2 | $25K | Hold |
219
| – | – | ﹤0.01% | 399 |
|
|
2022
Q1 | $30K | Hold |
219
| – | – | 0.01% | 370 |
|
|
2021
Q4 | $30K | Buy |
219
+88
| +67% | +$10.9K | 0.01% | 350 |
|
|
2021
Q3 | $15K | Hold |
131
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $14K | Hold |
131
| – | – | ﹤0.01% | 429 |
|
|
2021
Q1 | $13K | Hold |
131
| – | – | ﹤0.01% | 411 |
|
|
2020
Q4 | $12K | Buy |
131
+97
| +285% | +$8.61K | ﹤0.01% | 398 |
|
|
2020
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 474 |
|
|
2020
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 449 |
|
|
2020
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 492 |
|
|
2019
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 517 |
|
|
2019
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 514 |
|
|
2019
Q2 | $3K | Hold |
34
| – | – | ﹤0.01% | 542 |
|
|
2019
Q1 | $3K | Hold |
34
| – | – | ﹤0.01% | 531 |
|
|
2018
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 507 |
|
|
2018
Q3 | $3K | Hold |
34
| – | – | ﹤0.01% | 488 |
|
|
2018
Q2 | $2K | Buy |
+34
| New | +$2.19K | ﹤0.01% | 525 |
|
|
2018
Q1 | – | Sell |
-34
| Closed | -$2K | – | 562 |
|
|
2017
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 517 |
|
|
2017
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 455 |
|
|
2017
Q2 | $2K | Sell |
34
-19
| -36% | -$1.12K | ﹤0.01% | 454 |
|
|
2017
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 424 |
|
|
2016
Q4 | $3K | Buy |
+53
| New | +$3.05K | ﹤0.01% | 434 |
|
|
2016
Q3 | – | Sell |
-80
| Closed | -$5K | – | 498 |
|
|
2016
Q2 | $5K | Buy |
+80
| New | +$4.29K | ﹤0.01% | 392 |
|
Other funds holding PAYX
Tortoise Investment Management's PAYX Position: Q4 2025 in Review
Tortoise Investment Management sold out of Paychex (PAYX) in Q4 2025, closing a stake of 143 shares — an estimated $18.1K sold.
Tortoise Investment Management first reported a position in PAYX in Q2 2016 and held it in 36 quarters. The position peaked at $42.2K in Q3 2024. 1,589 funds tracked by Wall St. Rank hold PAYX as of Q4 2025.
- Tortoise Investment Management reported no remaining Paychex position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 143 Paychex shares in Q4 2025, an estimated $18.1K.
- Tortoise Investment Management first reported a position in Paychex in Q2 2016 and held it in 36 quarters.
- Tortoise Investment Management's Paychex position peaked at $42.2K in Q3 2024.
- 1,589 funds tracked by Wall St. Rank held Paychex as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.