Paychex, Inc.
US ˙ NasdaqGS ˙ US7043261079

SecurityPAYX / Paychex, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership9,702 shares
Latest Disclosed Value $ 893,748
IFP Advisors, Inc reports 21.46% increase in ownership of PAYX / Paychex, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 9,702 shares of Paychex, Inc. (US:PAYX) valued at $893,748 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,988 shares of Paychex, Inc.. This represents a change in shares of 21.46% during the quarter. The current value of the position is $955,162 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)
2026-04-13 2026-03-31 13F PAYCHEX cs 704326107 9,702 1,714 21.46 894 -0.33 0.0185
2026-02-06 2025-12-31 13F PAYCHEX cs 704326107 7,988 -45 -0.56 896 -11.98 0.0201
2026-02-06 2025-09-30 13F/A-1 PAYCHEX cs 704326107 8,033 1,151 16.72 1,018 -13.21 0.0264
2025-12-02 2025-09-30 13F PAYCHEX cs 704326107 7,468 586 1,092 0.0282
2025-07-24 2025-06-30 13F PAYCHEX cs 704326107 6,882 -141 -2.01 1,174 7.71 0.0334
2025-05-05 2025-03-31 13F PAYCHEX cs 704326107 7,023 658 10.34 1,090 21.27 0.0336
2025-02-04 2024-12-31 13F PAYCHEX cs 704326107 6,365 712 12.60 898 18.47 0.0294
2025-02-04 2024-09-30 13F PAYCHEX cs 704326107 5,653 -629 -10.01 759 1.88 0.0273
2024-07-30 2024-06-30 13F PAYCHEX cs 704326107 6,282 647 11.48 745 7.51 0.0296
2024-07-30 2024-03-31 13F PAYCHEX cs 704326107 5,635 40 0.71 692 3.90 0.0303
2024-01-09 2023-12-31 13F PAYCHEX cs 704326107 5,595 74 1.34 666 4.72 0.0315
2023-10-12 2023-09-30 13F PAYCHEX cs 704326107 5,521 -896 -13.96 637 -11.30 0.0286
2023-08-14 2023-06-30 13F/A-1 PAYCHEX cs 704326107 6,417 1,278 24.87 718 236.62 0.0300
2023-08-04 2023-06-30 13F PAYCHEX cs 704326107 6,417 1,278 267 0.0124
2023-04-18 2023-03-31 13F PAYCHEX cs 704326107 5,139 -4,809 -48.34 214 0.0093
2023-02-07 2022-12-31 13F PAYCHEX cs 704326107 9,948 4,506 82.80 0 -100.00 0.0114
2022-11-08 2022-09-30 13F PAYCHEX cs 704326107 5,442 573 11.77 237 12.32 0.0062
2022-09-06 2022-06-30 13F/A-1 PAYCHEX cs 704326107 4,869 0 0.00 211 0.00 0.0068
2022-09-06 2022-03-31 13F/A-1 PAYCHEX cs 704326107 4,869 754 18.32 211 -62.52 0.0068
2022-08-08 2022-03-31 13F PAYCHEX INC COM Stock 704326107 5,585 1,470 233 0.0048
2022-01-12 2021-12-31 13F PAYCHEX INC COM Stock 704326107 4,115 464 12.71 563 37.99 0.0110
2021-10-06 2021-09-30 13F PAYCHEX INC COM Stock 704326107 3,651 -157 -4.12 408 0.25 0.0082
2021-07-13 2021-06-30 13F PAYCHEX INC COM Stock 704326107 3,808 156 4.27 407 13.06 0.0084
2021-04-30 2021-03-31 13F PAYCHEX INC COM Stock 704326107 3,652 376 11.48 360 18.42 0.0070
2021-01-25 2020-12-31 13F PAYCHEX INC COM Stock 704326107 3,276 34 1.05 304 16.92 0.0123
2020-10-29 2020-09-30 13F PAYCHEX INC COM Stock 704326107 3,242 -432 -11.76 260 -3.70 0.0155
2020-08-05 2020-06-30 13F PAYCHEX INC COM Stock 704326107 3,674 -445 -10.80 270 0.00 0.0214
2020-05-12 2020-03-31 13F PAYCHEX INC COM Stock 704326107 4,119 -1,666 -28.80 270 -45.23 0.0272
2020-01-17 2019-12-31 13F PAYCHEX INC COM Stock 704326107 5,785 -561 -8.84 493 -4.83 0.0371
2019-11-07 2019-09-30 13F PAYCHEX INC COM Stock 704326107 6,346 3,690 138.93 518 142.06 0.0347
2019-05-15 2019-03-31 13F PAYCHEX Stock 704326107 2,656 -8,905 -77.03 214 -71.39 0.0292
2019-06-03 2018-12-31 13F/A-10 PAYCHEX Stock 704326107 11,561 -1,464 -11.24 748 -22.00 0.0456
2019-01-23 2018-12-31 13F PAYCHEX Stock 704326107 11,561 -1,464 748 0.0456
2019-06-03 2018-09-30 13F/A-9 PAYCHEX Stock 704326107 13,025 -3,981 -23.41 959 -17.47 0.0391
2018-10-25 2018-09-30 13F PAYCHEX Stock 704326107 13,025 -3,981 959 0.0391
2019-06-03 2018-06-30 13F/A-8 PAYCHEX Stock 704326107 17,006 -1,163 -6.40 1,162 -6.06 0.0489
2018-08-07 2018-06-30 13F PAYCHEX Stock 704326107 17,006 -980 1,162
2019-06-03 2018-03-31 13F/A-7 PAYCHEX INC COM Stock 704326107 18,169 0 0.00 1,237 0.00 0.0561
2018-05-09 2018-03-31 13F PAYCHEX Stock 704326107 17,986 -183 1,108
2019-06-03 2017-12-31 13F/A-6 PAYCHEX INC COM Stock 704326107 18,169 -1,999 -9.91 1,237 2.32 0.0561
2018-01-24 2017-12-31 13F PAYCHEX INC COM Stock 704326107 18,169 -1,999 1,237
2017-10-30 2017-09-30 13F PAYCHEX INC COM Stock 704326107 20,168 -11,594 -36.50 1,209 -33.17 0.0480
2019-06-03 2017-06-30 13F/A-5 PAYCHEX INC COM Stock 704326107 31,762 12,467 64.61 1,809 59.24 0.0767
2017-07-31 2017-06-30 13F PAYCHEX INC COM Stock 704326107 31,762 12,467 1,809
2019-06-03 2017-03-31 13F/A-4 PAYCHEX INC COM Stock 704326107 19,295 -4,098 -17.52 1,136 -20.22 0.0495
2017-04-26 2017-03-31 13F PAYCHEX INC COM Stock 704326107 19,295 -4,098 1,136
2019-06-03 2016-12-31 13F/A-3 PAYCHEX INC COM Stock 704326107 23,393 -309 -1.30 1,424 3.79 0.0687
2017-02-14 2016-12-31 13F PAYCHEX INC COM Stock 704326107 23,393 -309 1,424
2016-11-04 2016-09-30 13F PAYCHEX INC COM Stock 704326107 23,702 285 1.22 1,372 -1.51 0.0713
2019-06-03 2016-06-30 13F/A-2 PAYCHEX INC COM Stock 704326107 23,417 20,761 781.66 1,393 550.93 0.0778
2016-08-22 2016-06-30 13F PAYCHEX INC COM Stock 704326107 23,417 20,761 1,393
2019-06-03 2016-03-31 13F/A-1 PAYCHEX Stock 704326107 2,656 -13,892 -83.95 214 -75.54 0.0292
2016-05-02 2016-03-31 13F PAYCHEX INC COM Stock 704326107 22,358 5,810 1,208
2016-02-11 2015-12-31 13F PAYCHEX Stock 704326107 16,548 16,548 875 0.0587
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.