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Creative Planning PAYX Position History
Paychex, Inc. • Financial Services
Quarters held
10
Latest value
$34.2M
Q3 2026
Peak value
$34.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $257K |
| Q3 2025 | $15.4M |
| Q4 2025 | $16.5M |
| Q4 2025 | $297K |
| Q1 2026 | $327K |
| Q1 2026 | $20.2M |
| Q2 2026 | $471K |
| Q2 2026 | $31.2M |
| Q3 2026 | $464K |
| Q3 2026 | $34.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34.2M | 346.9K | — | — |
| Q3 2026 | $464K | 4.7K | — | — |
| Q2 2026 | $31.2M | 317.0K | — | — |
| Q2 2026 | $471K | 4.8K | — | — |
| Q1 2026 | $20.2M | 219.5K | — | — |
| Q1 2026 | $327K | 3.6K | — | — |
| Q4 2025 | $297K | 2.6K | — | — |
| Q4 2025 | $16.5M | 146.9K | — | — |
| Q3 2025 | $15.4M | 121.1K | — | — |
| Q3 2025 | $257K | 2.0K | — | — |
Other funds holding PAYX
$4.7B
$4.5B
$4.4B
$4.4B
$2.1B
$1.9B
$1.8B