Paychex Inc (PAYX) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $6.9B

PAYX ranks #232 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

1538 institutions disclose a position in PAYX, but none treat it as a major bet — even Guinness Asset Management LTD, its most concentrated holder, allocates just 3.1% of its own portfolio to it.

Invesco Ltd. has added to its PAYX position for two straight quarters, increasing it by $838.0M to reach $1.3B today.

Select Equity Group, L.P. has trimmed its PAYX position for two straight quarters, cutting it by $413.1M while still holding $228.1M.

PAYX is up 0.2% today, and institutions have been net buyers of $6.9B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

PAYX posted net income of $1.8B over the trailing twelve months, and currently trades at a P/E of 26.0.

• Profitable — net income of $1.8B over the trailing twelve months
• Revenue grew 16.5% year over year
• Net income improved year over year, from $1.7B to $1.8B
• Generated $2.6B in positive operating cash flow
• Current ratio of 1.26x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.33x equity — a highly leveraged balance sheet worth noting