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Paychex, Inc.

PAYX Technology
$116.31 +$1.13 (0.98%)
Market Cap: $41.4 B
Gurus Holding
10
Popularity Rank
#460
% of Shares Held
0.90%
Net Activity (Q2 2026)
+$63.29 M

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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $372.47 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $63.29 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 174.6%. Conversely, Steven Cohen reduced exposure by 51.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$158.23 M
Total Buy Value
New Buys 0
Additions 3
-$94.94 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Paychex, Inc. (PAYX)

Major holders include Cliff Asness ($200.63 M), Joel Greenblatt ($74.45 M), Renaissance Technologies (RenTech) ($17.7 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.2 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $63.29 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited PAYX. The total reported sell value was $94.94 M.

Yes, 0 managers opened new positions in PAYX, and 3 increased their existing holdings. The total reported buy value was $158.23 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 123.6% 2,040,389 $200.63 M Q2 2026
0.17% Add 174.6% 757,118 $74.45 M Q2 2026
0.02% Reduce -17.8% 179,701 $17.7 M Q3 2026
0.12% 150,000 $14.78 M Q3 2026
0.49% Reduce -2.1% 37,097 $3.65 M Q2 2026
0.16% Add 0.0% 18,059 $1.78 M Q2 2026
0.01% Reduce -5.4% 12,000 $1.18 M Q3 2026
0.00% Reduce -51.9% 5,200 $511,316 Q2 2026
0.00% Add 20.3% 2,714 $267,357 Q3 2026
0.00% 90 $8,983 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form