Guru Ownership Trend
Guru Analysis for Paychex, Inc. (PAYX)
Paychex, Inc. (PAYX), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $123.81 M.
Top institutional holders include Renaissance Technologies and Paul Tudor Jones.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $56.49 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 250.2%. Conversely, Cliff Asness reduced exposure by 49.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.05% | New Buy | 304,201 | $38.56 M | Q3 2025 | |
| 0.06% | Add 250.2% | 271,571 | $34.42 M | Q3 2025 | |
| 0.09% | Add 32.4% | 158,611 | $20.11 M | Q3 2025 | |
| 0.15% | 150,000 | $19.01 M | Q3 2025 | ||
| 0.01% | Reduce -49.6% | 97,381 | $11.73 M | Q3 2025 | |
| 0.69% | Reduce -1.0% | 38,924 | $4.93 M | Q3 2025 | |
| 0.01% | Reduce -34.8% | 19,135 | $2.43 M | Q3 2025 | |
| 0.01% | New Buy | 15,102 | $1.91 M | Q3 2025 | |
| 0.04% | Add 43.2% | 3,318 | $420,626 | Q3 2025 | |
| 0.00% | Reduce -6.6% | 2,611 | $330,978 | Q3 2025 | |
| 0.00% | New Buy | 75 | $9,507 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Paychex, Inc. (PAYX)
Top Guru holders include Renaissance Technologies ($38.56 M), Paul Tudor Jones ($34.42 M), Joel Greenblatt ($20.11 M). Collectively, tracked Gurus hold 1.06 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $56.49 M, with 6 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of PAYX completely. Total sell value was $13.63 M.
Yes, 3 Gurus opened new positions in PAYX, and 3 added to their existing holdings. Total buy value was $70.13 M.