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Waterloo Capital’s Paychex PAYX Stock Holding History

Waterloo 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 		$209K Buy
+2,125
New +$201K 0.01% 541
2025
Q2 		– Sell
-1,321
Closed -$204K – 477
2025
Q1 		$204K Buy
+1,321
New +$194K 0.02% 381

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Waterloo Capital's PAYX Position: Q2 2026 in Review

Waterloo Capital opened a new position in Paychex (PAYX) in Q2 2026: 2,125 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #541 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in PAYX as recently as Q1 2025.

Waterloo Capital first reported a position in PAYX in Q1 2025 and has held it in 2 quarters since. 1,535 funds tracked by Wall St. Rank hold PAYX as of Q2 2026.

  • Waterloo Capital held 2,125 shares of Paychex worth $209K as of Q2 2026.
  • Paychex was a new Waterloo Capital position in Q2 2026.
  • Paychex made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #541 holding.
  • Waterloo Capital first reported a position in Paychex in Q1 2025 and has held it in 2 quarters since.
  • 1,535 funds tracked by Wall St. Rank held Paychex as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.