Paychex, Inc.
US ˙ NasdaqGS ˙ US7043261079

SecurityPAYX / Paychex, Inc.
InstitutionClean Yield Group
Latest Disclosed Ownership4,160 shares
Latest Disclosed Value $ 383,219
Clean Yield Group ownership in PAYX / Paychex, Inc.

On April 14, 2026 - Clean Yield Group filed a 13F-HR form disclosing ownership of 4,160 shares of Paychex, Inc. (US:PAYX) valued at $383,219 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,160 shares of Paychex, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $409,552 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F PAYCHEX INC COM Stock 704326107 4,160 0 0.00 383 -17.81 0.1079
2026-01-26 2025-12-31 13F PAYCHEX INC COM Stock 704326107 4,160 0 0.00 467 -11.57 0.1295
2025-10-23 2025-09-30 13F PAYCHEX INC COM Stock 704326107 4,160 0 0.00 527 -12.89 0.1490
2025-07-17 2025-06-30 13F PAYCHEX INC COM Stock 704326107 4,160 0 0.00 605 -5.62 0.1810
2025-04-14 2025-03-31 13F PAYCHEX INC COM Stock 704326107 4,160 108 2.67 642 12.85 0.2091
2025-01-13 2024-12-31 13F PAYCHEX INC COM Stock 704326107 4,052 118 3.00 568 7.78 0.1807
2024-10-07 2024-09-30 13F PAYCHEX INC COM Stock 704326107 3,934 0 0.00 528 13.09 0.1673
2024-07-10 2024-06-30 13F PAYCHEX INC COM Stock 704326107 3,934 51 1.31 466 -2.10 0.1742
2024-05-29 2024-03-31 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 477 3.03 0.1855
2024-01-24 2023-12-31 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 463 0.43 0.1948
2023-10-12 2023-09-30 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 461 5.99 0.2042
2023-07-26 2023-06-30 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 434 -2.25 0.1789
2023-04-26 2023-03-31 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 445 -0.89 0.1895
2023-01-31 2022-12-31 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 449 2.75 0.1927
2022-10-31 2022-09-30 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 436 -1.36 0.2023
2022-07-18 2022-06-30 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 442 -16.60 0.1827
2022-04-25 2022-03-31 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 530 0.00 0.1872
2022-01-24 2021-12-31 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 530 21.28 0.1694
2021-10-27 2021-09-30 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 437 4.80 0.1433
2021-07-26 2021-06-30 13F PAYCHEX INC COM Stock 704326107 3,883 0 0.00 417 9.45 0.1417
2021-04-26 2021-03-31 13F PAYCHEX INC COM Stock 704326107 3,883 -100 -2.51 381 2.70 0.1433
2021-01-26 2020-12-31 13F PAYCHEX INC COM Stock 704326107 3,983 69 1.76 371 18.91 0.1334
2020-10-16 2020-09-30 13F PAYCHEX INC COM Stock 704326107 3,914 31 0.80 312 6.12 0.1265
2020-07-22 2020-06-30 13F PAYCHEX INC COM Stock 704326107 3,883 -250 -6.05 294 13.08 0.1270
2020-04-20 2020-03-31 13F PAYCHEX INC COM Stock 704326107 4,133 0 0.00 260 -26.14 0.1235
2020-01-17 2019-12-31 13F PAYCHEX INC COM Stock 704326107 4,133 0 0.00 352 2.92 0.1103
2019-10-23 2019-09-30 13F PAYCHEX INC COM Stock 704326107 4,133 0 0.00 342 0.59 0.1128
2019-07-22 2019-06-30 13F PAYCHEX INC COM Stock 704326107 4,133 3,261 373.97 340 385.71 0.1229
2019-04-24 2019-03-31 13F PAYCHEX INC COM Stock 704326107 872 -210 -19.41 70 0.00 0.0283
2019-01-23 2018-12-31 13F PAYCHEX INC COM Stock 704326107 1,082 1,082 70 0.0305
2017-07-17 2017-06-30 13F PAYCHEX INC COM Stock 704326107 0 -500 -100.00 0 -100.00
2017-05-03 2017-03-31 13F PAYCHEX INC COM Stock 704326107 500 500 29 0.0122
2017-01-24 2016-12-31 13F PAYCHEX INC COM Stock 704326107 0 -500 -100.00 0 -100.00
2016-10-28 2016-09-30 13F PAYCHEX INC COM Stock 704326107 500 0 0.00 29 -3.33 0.0126
2016-07-27 2016-06-30 13F PAYCHEX INC COM Stock 704326107 500 0 0.00 30 15.38 0.0129
2016-04-15 2016-03-31 13F PAYCHEX INC COM Stock 704326107 500 500 0.00 26 0.0116
2015-07-31 2015-06-30 13F PAYCHEX Stock 704326107 0 -500 -100.00 0 -100.00
2015-04-24 2015-03-31 13F PAYCHEX Stock 704326107 500 500 25 0.0107
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.