Two Point Capital Management’s Paychex PAYX Stock Holding History

Two Point Capital 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 Q1	$5.51M	Sell	59,838 -13	-0%	-$1.29K	2.41%	19
2025 Q4	$6.71M	Buy	59,851 +443	+0.7%	+$51.8K	2.72%	15
2025 Q3	$7.53M	Sell	59,408 -823	-1%	-$114K	3.03%	14
2025 Q2	$8.76M	Buy	+60,231	New	+$9.07M	3.73%	14
2024 Q4	$10.4M	Sell	71,605 -159	-0.2%	-$22.6K	3.73%	13
2024 Q3	$9.63M	Buy	71,764 +665	+0.9%	+$84.4K	3.51%	12
2024 Q2	$8.43M	Buy	71,099 +397	+0.6%	+$48.5K	3.39%	12
2024 Q1	$8.68M	Buy	70,702 +4,928	+7%	+$598K	3.57%	13
2023 Q4	$7.83M	Buy	65,774 +2,270	+4%	+$269K	3.58%	13
2023 Q3	$7.32M	Sell	63,504 -5,133	-7%	-$619K	4.03%	12
2023 Q2	$7.68M	Buy	68,637 +6,384	+10%	+$698K	4.01%	12
2023 Q1	$7.13M	Sell	62,253 -4	-0%	-$455	4.2%	11
2022 Q4	$7.19M	Buy	+62,257	New	+$7.29M	4.64%	10

Other funds holding PAYX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Point Capital Management's PAYX Position: Q1 2026 in Review

Two Point Capital Management reduced its Paychex (PAYX) stake by 0.02% in Q1 2026, selling an estimated $1.29K and leaving 59,838 shares worth $5.51M. The position accounts for 2.41% of the portfolio, ranked #19.

Two Point Capital Management first reported a position in PAYX in Q4 2022 and has held it in 13 quarters since. The position peaked at $10.4M in Q4 2024. 1,503 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

Two Point Capital Management held 59,838 shares of Paychex worth $5.51M as of Q1 2026.
Two Point Capital Management sold 13 Paychex shares in Q1 2026, an estimated $1.29K.
Paychex made up 2.41% of Two Point Capital Management's portfolio in Q1 2026, its #19 holding.
Two Point Capital Management first reported a position in Paychex in Q4 2022 and has held it in 13 quarters since.
Two Point Capital Management's Paychex position peaked at $10.4M in Q4 2024.
1,503 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Two Point Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.