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Trilogy Capital’s Paychex PAYX Stock Holding History

Trilogy Capital’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 		$3.54M Buy
35,984
+5,849
+19% +$553K 0.14% 125
2026
Q1 		$2.78M Buy
30,135
+4,595
+18% +$455K 0.12% 132
2025
Q4 		$2.87M Buy
25,540
+5,651
+28% +$661K 0.13% 134
2025
Q3 		$2.52M Sell
19,889
-425
-2% -$59K 0.12% 131
2025
Q2 		$2.95M Sell
20,314
-70
-0.3% -$10.5K 0.14% 107
2025
Q1 		$3.14M Buy
20,384
+5,761
+39% +$847K 0.16% 88
2024
Q4 		$2.05M Buy
+14,623
New +$2.08M 0.11% 137
2018
Q4 		– Sell
-200
Closed -$15K – 443
2018
Q3 		$15K Buy
200
+100
+100% +$7.19K ﹤0.01% 296
2018
Q2 		$7K Buy
+100
New +$6.45K ﹤0.01% 336

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Mirae Asset Global Investments
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)
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trilogy Capital's PAYX Position: Q2 2026 in Review

Trilogy Capital increased its Paychex (PAYX) stake by 19% in Q2 2026, buying an estimated $553K and bringing the position to 35,984 shares worth $3.54M. The position accounts for 0.14% of the portfolio, ranked #125.

Trilogy Capital first reported a position in PAYX in Q2 2018 and has held it in 9 quarters since. 448 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Trilogy Capital held 35,984 shares of Paychex worth $3.54M as of Q2 2026.
  • Trilogy Capital bought 5,849 Paychex shares in Q2 2026, an estimated $553K.
  • Paychex made up 0.14% of Trilogy Capital's portfolio in Q2 2026, its #125 holding.
  • Trilogy Capital first reported a position in Paychex in Q2 2018 and has held it in 9 quarters since.
  • 448 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.