Paychex, Inc.
DE ˙ XTRA ˙ US7043261079
€ 86,22 ↑1.74 (2.06%)
2026-06-05
PREÇO DA AÇÃO
SecurityDE:PCX / Paychex, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership8,464 shares
Latest Disclosed Value $ 779,703
Evercore Wealth Management, LLC reports 2.61% decrease in ownership of PCX / Paychex, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 8,464 shares of Paychex, Inc. (DE:PCX) valued at $672,803 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 8,691 shares of Paychex, Inc.. This represents a change in shares of -2.61% during the quarter. The current value of the position is $729,766 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F PAYCHEX COM 704326107 8,464 -227 -2.61 780 -20.02 0.0123
2026-02-17 2025-12-31 13F PAYCHEX COM 704326107 8,691 -342 -3.79 975 -14.93 0.0143
2025-11-14 2025-09-30 13F PAYCHEX COM 704326107 9,033 25 0.28 1,145 -12.60 0.0168
2025-08-14 2025-06-30 13F PAYCHEX COM 704326107 9,008 -50 -0.55 1,310 -6.23 0.0204
2025-05-15 2025-03-31 13F PAYCHEX COM 704326107 9,058 -20 -0.22 1,397 9.83 0.0224
2025-02-14 2024-12-31 13F PAYCHEX COM 704326107 9,078 0 0.00 1,273 4.43 0.0191
2024-11-14 2024-09-30 13F PAYCHEX COM 704326107 9,078 -93 -1.01 1,218 12.05 0.0183
2024-08-14 2024-06-30 13F PAYCHEX COM 704326107 9,171 -68 -0.74 1,087 -4.14 0.0171
2024-05-15 2024-03-31 13F PAYCHEX COM 704326107 9,239 -747 -7.48 1,135 -4.63 0.0178
2024-02-14 2023-12-31 13F PAYCHEX COM 704326107 9,986 -219 -2.15 1,189 1.11 0.0199
2023-11-14 2023-09-30 13F PAYCHEX COM 704326107 10,205 45 0.44 1,177 3.52 0.0220
2023-08-04 2023-06-30 13F PAYCHEX COM 704326107 10,160 -225 -2.17 1,137 -4.54 0.0208
2023-05-15 2023-03-31 13F PAYCHEX COM 704326107 10,385 -75 -0.72 1,190 -1.49 0.0237
2023-02-14 2022-12-31 13F PAYCHEX COM 704326107 10,460 -134 -1.26 1,209 1.60 0.0253
2022-11-14 2022-09-30 13F PAYCHEX COM 704326107 10,594 -1,806 -14.56 1,189 -15.79 0.0268
2022-08-15 2022-06-30 13F PAYCHEX COM 704326107 12,400 -328 -2.58 1,412 -18.71 0.0298
2022-05-16 2022-03-31 13F PAYCHEX COM 704326107 12,728 1,898 17.53 1,737 17.52 0.0307
2022-02-14 2021-12-31 13F PAYCHEX COM 704326107 10,830 -50 -0.46 1,478 20.85 0.0240
2021-11-15 2021-09-30 13F PAYCHEX COM 704326107 10,880 0 0.00 1,223 4.80 0.0221
2021-08-16 2021-06-30 13F PAYCHEX COM 704326107 10,880 -42 -0.38 1,167 9.07 0.0214
2021-05-17 2021-03-31 13F PAYCHEX COM 704326107 10,922 82 0.76 1,070 5.94 0.0212
2021-02-16 2020-12-31 13F PAYCHEX COM 704326107 10,840 930 9.38 1,010 27.69 0.0218
2020-11-16 2020-09-30 13F PAYCHEX COM 704326107 9,910 -97 -0.97 791 4.35 0.0194
2020-08-13 2020-06-30 13F PAYCHEX COM 704326107 10,007 0 0.00 758 20.51 0.0203
2020-05-14 2020-03-31 13F PAYCHEX COM 704326107 10,007 -76 -0.75 629 -26.69 0.0207
2020-02-13 2019-12-31 13F PAYCHEX COM 704326107 10,083 -29 -0.29 858 2.51 0.0231
2019-11-14 2019-09-30 13F PAYCHEX COM 704326107 10,112 -31 -0.31 837 0.24 0.0246
2019-08-13 2019-06-30 13F PAYCHEX COM 704326107 10,143 -104 -1.01 835 1.58 0.0254
2019-05-14 2019-03-31 13F PAYCHEX COM 704326107 10,247 1,009 10.92 822 36.54 0.0265
2019-02-13 2018-12-31 13F PAYCHEX COM 704326107 9,238 38 0.41 602 -11.21 0.0227
2018-11-13 2018-09-30 13F PAYCHEX COM 704326107 9,200 38 0.41 678 8.31 0.0217
2018-08-14 2018-06-30 13F PAYCHEX COM 704326107 9,162 0 0.00 626 10.80 0.0214
2018-05-14 2018-03-31 13F PAYCHEX COM 704326107 9,162 -3,650 -28.49 565 -35.21 0.0216
2018-02-13 2017-12-31 13F PAYCHEX COM 704326107 12,812 -250 -1.91 872 11.22 0.0324
2017-11-13 2017-09-30 13F PAYCHEX COM 704326107 13,062 -97 -0.74 784 4.67 0.0305
2017-08-11 2017-06-30 13F PAYCHEX COM 704326107 13,159 -945 -6.70 749 -9.76 0.0289
2017-05-12 2017-03-31 13F PAYCHEX COM 704326107 14,104 -958 -6.36 830 -9.49 0.0325
2017-02-08 2016-12-31 13F PAYCHEX COM 704326107 15,062 4,791 46.65 917 54.38 0.0380
2016-11-10 2016-09-30 13F PAYCHEX COM 704326107 10,271 -158 -1.52 594 -4.19 0.0246
2016-09-20 2016-06-30 13F/A-1 PAYCHEX COM 704326107 10,429 181 1.77 620 11.91 0.0274
2016-08-01 2016-06-30 13F PAYCHEX COM 704326107 10,429 620
2016-05-02 2016-03-31 13F PAYCHEX COM 704326107 10,248 -3,521 -25.57 554 -24.01 0.0245
2016-02-16 2015-12-31 13F PAYCHEX COM 704326107 13,769 243 1.80 729 13.02 0.0338
2015-11-16 2015-09-30 13F PAYCHEX COM 704326107 13,526 -1,810 -11.80 645 -10.42 0.0308
2015-08-06 2015-06-30 13F PAYCHEX COM 704326107 15,336 1,685 12.34 720 6.19 0.0325
2015-05-06 2015-03-31 13F PAYCHEX COM 704326107 13,651 -764 -5.30 678 1.65 0.0311
2015-02-13 2014-12-31 13F PAYCHEX COM 704326107 14,415 -3,749 -20.64 667 -17.04 0.0332
2014-11-13 2014-09-30 13F PAYCHEX COM 704326107 18,164 1,210 7.14 804 14.37 0.0403
2014-08-14 2014-06-30 13F PAYCHEX COM 704326107 16,954 2,113 14.24 703 10.88 0.0362
2014-05-15 2014-03-31 13F PAYCHEX COM 704326107 14,841 -2,492 -14.38 634 -19.54 0.0356
2014-02-11 2013-12-31 13F PAYCHEX COM 704326107 17,333 6,181 55.43 788 73.95 0.0433
2013-11-13 2013-09-30 13F PAYCHEX COM 704326107 11,152 131 1.19 453 12.41 0.0259
2013-08-14 2013-06-30 13F PAYCHEX COM 704326107 11,021 11,021 403 0.0228
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.