Paychex, Inc.
US ˙ NasdaqGS ˙ US7043261079

SecurityPAYX / Paychex, Inc.
InstitutionMidwest Professional Planners, LTD.
Latest Disclosed Ownership22,585 shares
Latest Disclosed Value $ 2,080,529
Midwest Professional Planners, LTD. reports 0.14% increase in ownership of PAYX / Paychex, Inc.

On May 5, 2026 - Midwest Professional Planners, LTD. filed a 13F-HR form disclosing ownership of 22,585 shares of Paychex, Inc. (US:PAYX) valued at $2,080,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 22,554 shares of Paychex, Inc.. This represents a change in shares of 0.14% during the quarter. The current value of the position is $2,270,470 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)
2026-05-05 2026-03-31 13F PAYCHEX INC COM USD0.01 COM 704326107 22,585 31 0.14 2,081 -17.79 0.4901
2026-02-06 2025-12-31 13F PAYCHEX COM 704326107 22,554 3,335 17.35 2,530 3.86 0.5993
2025-11-04 2025-09-30 13F PAYCHEX COM 704326107 19,219 231 1.22 2,436 -11.77 0.5944
2025-08-11 2025-06-30 13F PAYCHEX COM 704326107 18,988 1,806 10.51 2,762 4.19 0.7273
2025-05-02 2025-03-31 13F PAYCHEX COM 704326107 17,182 2,228 14.90 2,651 26.43 0.8249
2025-02-10 2024-12-31 13F PAYCHEX COM 704326107 14,954 999 7.16 2,097 11.97 0.6261
2024-11-14 2024-09-30 13F PAYCHEX COM 704326107 13,955 479 3.55 1,873 17.22 0.5725
2024-08-06 2024-06-30 13F PAYCHEX COM 704326107 13,476 86 0.64 1,598 -2.86 0.5339
2024-05-09 2024-03-31 13F PAYCHEX COM 704326107 13,390 -1,510 -10.13 1,644 -7.33 0.5768
2024-02-15 2023-12-31 13F PAYCHEX COM 704326107 14,900 705 4.97 1,775 8.37 0.7075
2024-02-15 2023-12-31 13F PAYCHEX COM 704326107 14,900 1,775
2023-11-13 2023-09-30 13F PAYCHEX COM 704326107 14,195 682 5.05 1,637 8.34 0.7363
2023-08-07 2023-06-30 13F PAYCHEX COM 704326107 13,513 450 3.44 1,512 1.00 0.6621
2023-05-15 2023-03-31 13F PAYCHEX COM 704326107 13,063 -1,255 -8.77 1,497 -9.55 0.7322
2023-02-10 2022-12-31 13F PAYCHEX COM 704326107 14,318 868 6.45 1,655 9.61 0.9157
2022-11-10 2022-09-30 13F PAYCHEX COM 704326107 13,450 651 5.09 1,509 3.57 0.9004
2022-08-09 2022-06-30 13F PAYCHEX COM 704326107 12,799 483 3.92 1,457 -13.33 0.8218
2022-05-11 2022-03-31 13F PAYCHEX COM 704326107 12,316 556 4.73 1,681 4.74 0.8269
2022-02-10 2021-12-31 13F PAYCHEX COM 704326107 11,760 54 0.46 1,605 21.96 0.7797
2021-11-08 2021-09-30 13F PAYCHEX COM 704326107 11,706 -101 -0.86 1,316 3.87 0.6980
2021-08-10 2021-06-30 13F PAYCHEX COM 704326107 11,807 -4,540 -27.77 1,267 20.44 0.6601
2021-05-17 2021-03-31 13F Oshkosh COM 704326107 16,347 4,688 40.21 1,052 -3.13 1.0388
2021-03-11 2020-12-31 13F PAYCHEX COM 704326107 11,659 -6,192 -34.69 1,086 -17.23 0.6691
2020-11-06 2020-09-30 13F Oshkosh COM 704326107 17,851 956 5.66 1,312 8.43 0.9229
2020-08-14 2020-06-30 13F Oshkosh COM 704326107 16,895 548 3.35 1,210 15.02 0.9527
2020-05-05 2020-03-31 13F Oshkosh COM 704326107 16,347 548 3.47 1,052 -29.63 1.0388
2020-02-11 2019-12-31 13F Oshkosh COM 704326107 15,799 5,339 51.04 1,495 72.63 1.2210
2019-11-14 2019-09-30 13F Paychex COM 704326107 10,460 65 0.63 866 1.29 0.7747
2019-08-12 2019-06-30 13F Paychex COM 704326107 10,395 54 0.52 855 3.14 0.7932
2019-05-08 2019-03-31 13F Paychex COM 704326107 10,341 80 0.78 829 23.92 0.8004
2019-02-13 2018-12-31 13F Paychex COM 704326107 10,261 -186 -1.78 669 -13.00 0.7201
2018-11-13 2018-09-30 13F Paychex COM 704326107 10,447 483 4.85 769 12.92 0.7061
2018-08-10 2018-06-30 13F Paychex COM 704326107 9,964 212 2.17 681 13.31 0.6089
2018-05-15 2018-03-31 13F Paychex COM 704326107 9,752 273 2.88 601 -6.82 0.5416
2018-02-12 2017-12-31 13F PAYCHEX INC COM COM 704326107 9,479 9,479 645 0.5890
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.