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Vertex Planning Partners’s Paychex PAYX Stock Holding History

Vertex Planning Partners’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
2025
Q3 		– Sell
-1,473
Closed -$214K – 202
2025
Q2 		$214K Hold
1,473
– – 0.04% 179
2025
Q1 		$227K Sell
1,473
-28
-2% -$4.12K 0.05% 172
2024
Q4 		$210K Buy
+1,501
New +$213K 0.05% 179
2024
Q1 		– Sell
-1,710
Closed -$204K – 159
2023
Q4 		$204K Buy
+1,710
New +$203K 0.06% 155

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vertex Planning Partners's PAYX Position: Q3 2025 in Review

Vertex Planning Partners sold out of Paychex (PAYX) in Q3 2025, closing a stake of 1,473 shares — an estimated $214K sold.

Vertex Planning Partners first reported a position in PAYX in Q4 2023 and held it in 4 quarters. The position peaked at $227K in Q1 2025. 1,618 funds tracked by Wall St. Rank hold PAYX as of Q3 2025.

  • Vertex Planning Partners reported no remaining Paychex position as of Q3 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 1,473 Paychex shares in Q3 2025, an estimated $214K.
  • Vertex Planning Partners first reported a position in Paychex in Q4 2023 and held it in 4 quarters.
  • Vertex Planning Partners's Paychex position peaked at $227K in Q1 2025.
  • 1,618 funds tracked by Wall St. Rank held Paychex as of Q3 2025.

Based on Vertex Planning Partners's 13F filing for Q3 2025, filed 18 Nov 2025.