Is Paychex, Inc. (PAYX) A Good Stock To Buy Now?
Is PAYX a good stock to buy? We came across a bullish thesis on Paychex, Inc. on Valueinvestorsclub.com by Value1929. In this article, we will summarize the bulls’ thesis on PAYX.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | RWC Asset Management Tord Stallvik (Ceo) | 323,416 | $29,793,082 | -4% | 1.24% |
| 2. | Prevatt Capital Jonathan Tepper | 245,000 | $22,569,400 | 6.08% | |
| 3. | Markel Gayner Asset Management Tom Gayner | 150,000 | $13,818,000 | 0.12% | |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 22,453 | $2,068,371 | +31% | 0.01% |
| 5. | 17,500 | $1,612,100 | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $98.76 | 1,000 | $98,760.00 | 1,000 | 2026-02-04 | Filing | |
| $98.50 | 1,000 | $98,498.00 | 21,504 | 2026-02-04 | Filing | |
| $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 |
| 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,965,270 | $1,931,320,672 | 0.05% | |
| 2. | 15,249,560 | $1,404,789,467 | 0.07% | |
| 3. | 3,532,389 | $325,403,675 | 0.05% | |
| 4. | 2,822,569 | $260,041,781 | 0.05% | |
| 5. | 2,774,473 | $255,584,455 | 0.07% |