Paychex, Inc. (PAYX): A Bull Case Theory
We came across a bullish thesis on Paychex, Inc. on Compounding Dividends’s Substack by TJ Terwilliger. In this article, we will summarize the bulls’ thesis on PAYX.
Paychex Inc (PAYX)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 4,357,641 | $552,374,573 | +8% | 2.28% |
| 2. | Millennium Management Israel Englander | 966,656 | $122,533,315 | +1376% | 0.05% |
| 3. | D E Shaw D. E. Shaw | 377,137 | $47,805,886 | 0.03% | |
| 4. | GLG Partners Noam Gottesman | 369,394 | $46,824,383 | +267% | 0.08% |
| 5. | 366,800 | $46,495,568 | +12% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $119.13 | 247 | $29,370.89 | 33,248 | 2023-11-28 | Filing | |
| $119.13 | 47 | $5,596.93 | 6,336 | 2023-11-28 | Filing | |
| $122.31 | 45 | $5,556.48 | 6,289 | 2024-08-24 | Filing | |
| $107.57 | 51 | $5,510.86 | 6,243 | 2023-05-25 | Filing | |
| $111.04 | 44 | $4,857.14 | 6,192 | 2023-02-23 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $140.98 | 1,843 | $259,826.14 | 5,723 | 2025-07-16 | Filing | |
| $140.63 | 3,160 | $444,390.80 | 19,281 | 2025-07-16 | Filing | |
| $141.92 | 12,370 | $1,755,550.40 | 81,755 | 2025-07-16 | Filing | |
| $145.17 | 97,526 | $14,157,849.42 | 446,917 | 2025-07-10 | Filing | |
| $149.25 | 3,650 | $544,762.50 | 78,455 | 2025-04-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 37,765,468 | $4,787,150,724 | 0.07% | |
| 2. | 27,967,916 | $3,545,213,026 | 0.06% | |
| 3. | 19,021,879 | $2,411,984,308 | 0.39% | |
| 4. | 13,772,348 | $1,745,782,832 | 0.06% | |
| 5. | 11,287,021 | $1,430,742,782 | 0.23% |
News See All
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Paychex, Inc. (NASDAQ:PAYX) Q1 2026 Earnings Call Transcript
Operator: To all sites on hold, we do appreciate your patience and ask that you continue to stand by. Good morning, and welcome to Paychex First Quarter Fiscal 2026 Earnings Call.
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