Two Point Capital Management
PAYX icon

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
Q3 		$5.77M Sell
58,571
-740
-1% -$85.6K 2.59% 16
2026
Q2 		$5.83M Sell
59,311
-527
-0.9% -$49.9K 2.35% 15
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 		$9.6M 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

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Two Point Capital Management's PAYX Position: Q3 2026 in Review

Two Point Capital Management reduced its Paychex (PAYX) stake by 1.2% in Q3 2026, selling an estimated $85.6K and leaving 58,571 shares worth $5.77M. The position accounts for 2.59% of the portfolio, ranked #16.

Two Point Capital Management first reported a position in PAYX in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q4 2024. 514 funds tracked by Wall St. Rank hold PAYX as of Q3 2026.

  • Two Point Capital Management held 58,571 shares of Paychex worth $5.77M as of Q3 2026.
  • Two Point Capital Management sold 740 Paychex shares in Q3 2026, an estimated $85.6K.
  • Paychex made up 2.59% of Two Point Capital Management's portfolio in Q3 2026, its #16 holding.
  • Two Point Capital Management first reported a position in Paychex in Q4 2022 and has held it in 15 quarters since.
  • Two Point Capital Management's Paychex position peaked at $10.4M in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Paychex as of Q3 2026.

Based on Two Point Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.