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Waverly Advisors’s Paychex PAYX Stock Holding History

Waverly Advisors’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 		$1.03M Buy
11,208
+1,189
+12% +$118K 0.01% 824
2025
Q4 		$1.12M Sell
10,019
-688
-6% -$80.5K 0.01% 722
2025
Q3 		$1.36M Buy
10,707
+532
+5% +$73.8K 0.01% 577
2025
Q2 		$1.48M Sell
10,175
-216
-2% -$32.5K 0.02% 546
2025
Q1 		$1.6M Buy
10,391
+1,574
+18% +$231K 0.02% 521
2024
Q4 		$1.24M Buy
8,817
+1,159
+15% +$165K 0.02% 480
2024
Q3 		$1.03M Buy
7,658
+1
+0% +$127 0.02% 440
2024
Q2 		$908K Buy
7,657
+807
+12% +$98.6K 0.02% 451
2024
Q1 		$841K Buy
6,850
+251
+4% +$30.5K 0.02% 395
2023
Q4 		$786K Sell
6,599
-620
-9% -$73.5K 0.03% 244
2023
Q3 		$833K Buy
+7,219
New +$870K 0.04% 215
2018
Q1 		– Sell
-1,445
Closed -$98K – 317
2017
Q4 		$98K Buy
+1,445
New +$94.8K 0.01% 238
2015
Q4 		– Sell
-236
Closed -$11K – 313
2015
Q3 		$11K Hold
236
– – 0.01% 338
2015
Q2 		$11K Buy
236
+1
+0.4% +$49 0.01% 267
2015
Q1 		$12K Buy
235
+2
+0.9% +$97 0.01% 241
2014
Q4 		$11K Sell
233
-9,368
-98% -$433K 0.01% 298
2014
Q3 		$424K Buy
9,601
+231
+2% +$9.71K 0.23% 55
2014
Q2 		$389K Hold
9,370
– – 0.16% 71
2014
Q1 		$399K Sell
9,370
-2,000
-18% -$84.9K 0.18% 66
2013
Q4 		$518K Buy
11,370
+9,370
+469% +$400K 0.18% 59
2013
Q3 		$81K Buy
+2,000
New +$79K 0.04% 179

Other funds holding PAYX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors's PAYX Position: Q1 2026 in Review

Waverly Advisors increased its Paychex (PAYX) stake by 12% in Q1 2026, buying an estimated $118K and bringing the position to 11,208 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #824.

Waverly Advisors first reported a position in PAYX in Q3 2013 and has held it in 21 quarters since. The position peaked at $1.6M in Q1 2025. 1,504 funds tracked by Wall St. Rank hold PAYX as of Q1 2026.

  • Waverly Advisors held 11,208 shares of Paychex worth $1.03M as of Q1 2026.
  • Waverly Advisors bought 1,189 Paychex shares in Q1 2026, an estimated $118K.
  • Paychex made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #824 holding.
  • Waverly Advisors first reported a position in Paychex in Q3 2013 and has held it in 21 quarters since.
  • Waverly Advisors's Paychex position peaked at $1.6M in Q1 2025.
  • 1,504 funds tracked by Wall St. Rank held Paychex as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.