Public record / Tickers / PAYX

PAYX — PAYCHEX INC

Both disclosure regimes on one name: who in Congress filed about PAYX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
60
all PTR rows naming PAYX
Members · 12m
8
4 buys · 13 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

April McClain Delaney · $100K–$250K

Sale · traded 2026-08-25 → filed 2026-09-09. Ranked over every PAYX row by the provable lower bound, never a point estimate.

8 members · 4 buys / 13 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

13 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

31 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 31 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PAYX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PAYX
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09April McClain Delaney D–MD-6Sale · DC (dependent-child-owned)Traded 08-25 +15d$100K–$250K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 60 ↗

Members active in PAYX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing PAYX in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
April McClain Delaney D–MD-66−$309K to −$89.0K2
Julie Johnson D–TX-323−$29.0K to $13.0K4
Shelley Moore Capito R–WV3−$45.0K to −$3.0K4
Alan Armstrong R–OK1−$15.0K to −$1.0K2
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2
Marjorie Taylor Greene R–GA-141$15.0K to $50.0K
Rick Larsen D–WA-21−$15.0K to −$1.0K1
Rick W. Allen R–GA-121−$50.0K to −$15.0K2

8 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PAYX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Julie Johnson D–TX-32 $1K–$15K
Sellers
4 Alan Armstrong R–OK, April McClain Delaney D–MD-6, Julie Johnson D–TX-32, Tommy Tuberville R–AL $103K–$295K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $1.8M held
Trimming
1 Gotham Asset Management $25.4M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · PAYCHEX INC

Merged timeline of congressional filings and notable-manager moves on PAYX
DateWhoChangeSize
2026-09-09April McClain Delaney CongressSale$100K–$250K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Ftrim−81,364 sh
2026-05-14Caxton Associates 13Fadd+12,666 sh

7 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of PAYX for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital International Investors$2.8B1
2BlackRock, Inc.$2.6B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.4B1
5STATE STREET CORP$1.3B1
6GEODE CAPITAL MANAGEMENT, LLC$951M1
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$864M1
8FEDERATED HERMES, INC.$542M1
9MORGAN STANLEY$488M1
10Invesco Ltd.$484M1
11BANK OF AMERICA CORP /DE/$398M1
12WELLS FARGO & COMPANY/MN$391M1
13NORTHERN TRUST CORP$368M1
14Select Equity Group, L.P.$338M1
15UBS Group AG$325M1
16DIMENSIONAL FUND ADVISORS LP$260M1
17ENVESTNET ASSET MANAGEMENT INC$256M1
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$249M1
19Legal & General Group Plc$216M1
20FIRST TRUST ADVISORS LP$216M1
21Capital Research Global Investors$193M1
22AMERIPRISE FINANCIAL INC$191M1
23Bank of New York Mellon Corp$185M1
24Guinness Asset Management LTD$181M1
25STIFEL FINANCIAL CORP$170M1
26VANGUARD FIDUCIARY TRUST CO$169M1
27RAYMOND JAMES FINANCIAL INC$161M1
28Amundi$151M1
29LPL Financial LLC$134M1
30VICTORY CAPITAL MANAGEMENT INC$129M1
31DEUTSCHE BANK AG\$129M1
32LONDON CO OF VIRGINIA$125M1
33ROYAL BANK OF CANADA$121M1
34RENAISSANCE TECHNOLOGIES LLC$107M1
35Hamlin Capital Management, LLC$105M1
36MILLENNIUM MANAGEMENT LLC$105M1
37FMR LLC$97.6M1
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$95.0M1
39VOLORIDGE INVESTMENT MANAGEMENT, LLC$91.1M1
40Nuveen, LLC$90.3M1
41Swiss Life Asset Management Ltd$89.8M1
42CONFLUENCE INVESTMENT MANAGEMENT LLC$89.3M1
43Swiss National Bank$87.3M1
44BARCLAYS PLC$85.1M1
45AQR CAPITAL MANAGEMENT LLC$84.1M1
46Sumitomo Mitsui Trust Group, Inc.$79.2M1
47MCDONALD CAPITAL INVESTORS INC/CA$77.3M1
48CITIGROUP INC$73.9M1
49Mitsubishi UFJ Asset Management Co., Ltd.$71.6M1
50Baird Financial Group, Inc.$70.9M1
51FRANKLIN RESOURCES INC$70.4M1
52ALLIANCEBERNSTEIN L.P.$69.5M1
53Corient Private Wealth LLC$68.4M1
54HSBC HOLDINGS PLC$66.7M1
55Vanguard Global Advisers, LLC$65.1M1
56National Pension Service$63.1M1
57PFA Pension, Forsikringsaktieselskab$61.6M1
58VANGUARD ASSET MANAGEMENT, Ltd$60.7M1
59WEDGE CAPITAL MANAGEMENT L L P/NC$52.0M1
60CRAWFORD INVESTMENT COUNSEL INC$51.3M1
61DONALDSON CAPITAL MANAGEMENT, LLC$51.2M1
62NOMURA ASSET MANAGEMENT CO LTD$49.0M1
63Capital International, Inc./CA/$48.2M1
64Epoch Investment Partners, Inc.$47.6M1
65Woodline Partners LP$47.6M1
66Mariner, LLC$47.0M1
67ProShare Advisors LLC$46.6M1
68BAHL & GAYNOR INC$44.9M1
69BANK OF NOVA SCOTIA$43.2M1
70LAZARD ASSET MANAGEMENT LLC$42.9M1
71BNP Paribas Asset Management Holding S.A.$42.4M1
72Assenagon Asset Management S.A.$42.0M1
73Capital World Investors$40.5M1
74NORDEA INVESTMENT MANAGEMENT AB$40.4M1
75Willis Investment Counsel$40.3M1
76Cerity Partners LLC$38.9M1
77Mirae Asset Global Investments Co., Ltd.$38.9M1
78PRINCIPAL FINANCIAL GROUP INC$37.5M1
79Quantinno Capital Management LP$35.8M1
80GRANDFIELD & DODD, LLC$35.6M1
81&PARTNERS$34.2M1
82Troy Asset Management Ltd$33.7M1
83WELCH & FORBES LLC$33.4M1
84MML INVESTORS SERVICES, LLC$32.1M1
85ALPS ADVISORS INC$31.3M1
86BANK OF MONTREAL /CAN/$29.9M1
87NATIONAL BANK OF CANADA /FI/$29.8M1
88BAILLIE GIFFORD & CO$29.8M1
89RWC Asset Management LLP$29.8M1
90Universal- Beteiligungs- und Servicegesellschaft mbH$29.7M1
91TD ASSET MANAGEMENT INC$29.1M1
92MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$28.5M1
93Zurcher Kantonalbank (Zurich Cantonalbank)$28.3M1
94SUSQUEHANNA INTERNATIONAL GROUP, LLP$28.0M1
95Artisan Partners Limited Partnership$27.6M1
96DANSKE BANK A/S$27.6M1
97CAPITAL ADVISORS INC/OK$27.3M1
98ADAGE CAPITAL PARTNERS GP, L.L.C.$26.7M1
99STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$25.9M1
100AVIVA PLC$25.8M1
101Gotham Asset Management, LLC$25.4M1
102Cetera Investment Advisers$24.9M1
103TRUIST FINANCIAL CORP$24.7M1
104Aberdeen Group plc$23.9M1
105CIBC Asset Management Inc$23.3M1
106COMMONWEALTH EQUITY SERVICES, LLC$22.8M1
107PARTHENON LLC$22.7M1
108Prevatt Capital Ltd$22.6M1
109Connor, Clark & Lunn Investment Management Ltd.$22.3M1
110NEOS Investment Management LLC$21.9M1
111Chevy Chase Trust Holdings, LLC$21.3M1
112Van Cleef Asset Management,Inc$21.0M1
113APG Asset Management N.V.$20.9M1
114HANCOCK WHITNEY CORP$20.7M1
115GLENMEDE TRUST CO NA$20.7M1
116Creative Planning$20.5M1
117FENIMORE ASSET MANAGEMENT INC$20.5M1
118ROYAL LONDON ASSET MANAGEMENT LTD$20.4M1
119Focus Partners Wealth$20.2M1
120NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$19.7M1
121Windsor Advisory Group, LLC$19.5M1
122Alley Investment Management Company, LLC$18.5M1
123Swedbank AB$18.2M1
124Jain Global LLC$17.8M1
125GODSEY & GIBB, INC$17.3M1
126HighTower Advisors, LLC$17.2M1
127NEW YORK STATE COMMON RETIREMENT FUND$17.1M1
128SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$17.1M1
129MANUFACTURERS LIFE INSURANCE COMPANY, THE$17.1M1
130Pictet Asset Management Holding SA$16.4M1
131STATE OF WISCONSIN INVESTMENT BOARD$15.9M1
132Mitsubishi UFJ Trust & Banking Corp$15.4M1
133GATEWAY INVESTMENT ADVISERS LLC$15.1M1
134FIFTH THIRD BANCORP$15.0M1
135Vanguard Investments Australia, Ltd.$14.8M1
136INVESTMENT HOUSE LLC$14.4M1
137PRUDENTIAL FINANCIAL INC$14.3M1
138Distillate Capital Partners LLC$14.0M1
139US BANCORP \DE\$13.9M1
140MARKEL GROUP INC.$13.8M1
141Korea Investment CORP$13.7M1
142Asset Management One Co., Ltd.$13.7M1
143OSAIC HOLDINGS, INC.$13.6M1
144Rafferty Asset Management, LLC$13.3M1
145FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$13.0M1
146Empowered Funds, LLC$12.7M1
147WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$12.5M1
148Aware Super Pty Ltd as trustee of Aware Super$12.5M1
149AMERICAN CENTURY COMPANIES INC$12.4M1
150BLAIR WILLIAM & CO/IL$12.3M1
151SEB Asset Management AB$12.3M1
152BLI - Banque de Luxembourg Investments$12.3M1
153HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$12.1M1
154BENJAMIN EDWARDS INC$11.9M1
155CREDIT AGRICOLE S A$11.8M1
156First Long Island Investors, LLC$11.7M1
157CITADEL ADVISORS LLC$11.6M1
158SEI INVESTMENTS CO$11.6M1
159ISTHMUS PARTNERS, LLC$11.6M1
160Soltis Investment Advisors LLC$11.4M1
161M&T BANK CORP$11.4M1
162Trexquant Investment LP$11.1M1
163KLP KAPITALFORVALTNING AS$11.1M1
164TOCQUEVILLE ASSET MANAGEMENT L.P.$11.1M1
165Crossmark Global Holdings, Inc.$10.9M1
166Resona Asset Management Co.,Ltd.$10.6M1
167Miramar Capital, LLC$10.6M1
168U.S. Capital Wealth Advisors, LLC$10.6M1
169Lansforsakringar Fondforvaltning AB (publ)$10.0M1
170LaFleur & Godfrey LLC$10.0M1
171W.G. Shaheen & Associates DBA Whitney & Co$10.0M1
172CIBC Bancorp USA Inc.$9.9M1
173MATTERN CAPITAL MANAGEMENT, LLC$9.9M1
174State of New Jersey Common Pension Fund D$9.8M1
175Vantage Investment Partners, LLC$9.8M1
176GUGGENHEIM CAPITAL LLC$9.7M1
177BROWN ADVISORY INC$9.5M1
178Sone Capital Management, LLC$9.5M1
179NISA INVESTMENT ADVISORS, LLC$9.3M1
180GRIMES & Co WEALTH MANAGEMENT, LLC$9.2M1
181PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$9.1M1
182TORONTO DOMINION BANK$9.0M1
183NISSAY ASSET MANAGEMENT CORP /JAPAN$8.9M1
184TECTONIC ADVISORS LLC$8.8M1
185O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.7M1
186WELLINGTON MANAGEMENT GROUP LLP$8.5M1
187DnB Asset Management AS$8.5M1
188Daiwa Securities Group Inc.$8.5M1
189STATE OF MICHIGAN RETIREMENT SYSTEM$8.4M1
190BAXTER BROS INC$8.3M1
191Calamos Advisors LLC$8.3M1
192Lafayette Investments, Inc.$8.2M1
193Advisors Asset Management, Inc.$8.2M1
194Callahan Advisors, LLC$8.2M1
195DAVENPORT & Co LLC$8.2M1
196Arizona State Retirement System$8.2M1
197First Nebraska Trust Co$8.1M1
198Czech National Bank$8.1M1
199Wealthfront Advisers LLC$8.1M1
200Danica Pension, Livsforsikringsaktieselskab$8.1M1
201Asset Advisors Investment Management, LLC$8.0M1
202Tredje AP-fonden$8.0M1
203Sanctuary Advisors, LLC$7.6M1
204ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$7.6M1
205MetLife Investment Management, LLC$7.4M1
206STOREBRAND ASSET MANAGEMENT AS$7.4M1
207COMMERCE BANK$7.3M1
208COOPER/HAIMS ADVISORS, LLC$7.2M1
209EXENCIAL WEALTH ADVISORS, LLC$7.2M1
210Channing Capital Management, LLC$7.1M1
211Inspire Investing, LLC$7.1M1
212Hendershot Investments Inc.$7.1M1
213Ruffer LLP$7.1M1
214Kepler Cheuvreux (Suisse) SA$7.0M1
215Vanguard Personalized Indexing Management, LLC$7.0M1
216COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.9M1
217MERCER GLOBAL ADVISORS INC /ADV$6.9M1
218JGP Wealth Management, LLC$6.8M1
219NAPLES GLOBAL ADVISORS, LLC$6.8M1
220Pathstone Holdings, LLC$6.7M1
221American Money Management, LLC$6.5M1
222Rakuten Investment Management, Inc.$6.4M1
223Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$6.4M1
224Edgestream Partners, L.P.$6.4M1
225XPONANCE LLC$6.4M1
226Elo Mutual Pension Insurance Co$6.4M1
227Retirement Systems of Alabama$6.3M1
228IFM Investors Pty Ltd$6.3M1
229Orion Porfolio Solutions, LLC$6.3M1
230Greenfield Seitz Capital Management, LLC$6.2M1
231VOYA INVESTMENT MANAGEMENT LLC$6.1M1
232Rodgers Brothers Inc.$6.1M1
233PRUDENTIAL PLC$6.1M1
234Atria Investments, Inc$6.0M1
235Weiss Asset Management LP$5.9M1
236USS Investment Management Ltd$5.8M1
237Eurizon Capital SGR S.p.A.$5.8M1
238Ethic Inc.$5.7M1
239Prana Capital Management, LP$5.6M1
240Envestnet Portfolio Solutions, Inc.$5.6M1
241Two Point Capital Management, Inc.$5.5M1
242TEACHER RETIREMENT SYSTEM OF TEXAS$5.3M1
243CWM, LLC$5.3M1
244ASSETMARK, INC$5.2M1
245Rench Wealth Management, Inc.$5.2M1
246Sumitomo Mitsui DS Asset Management Company, Ltd$5.2M1
247Osmosis Investment Management UK Ltd$5.1M1
248Stonebridge Financial Group, LLC$5.1M1
249Generali Asset Management SPA SGR$5.0M1
250Tidal Investments LLC$5.0M1
251UNITED CAPITAL FINANCIAL ADVISORS, LLC$5.0M1
252CANANDAIGUA NATIONAL CORP$5.0M1
253Silver Lake Advisory, LLC$5.0M1
254Sienna Gestion$4.9M1
255Westbourne Investment Advisors, Inc.$4.9M1
256BOURNE LENT ASSET MANAGEMENT INC$4.9M1
257CIBC WORLD MARKET INC.$4.9M1
258Ensign Peak Advisors, Inc$4.9M1
259Utah Retirement Systems$4.8M1
260JAMISON PRIVATE WEALTH MANAGEMENT, INC.$4.8M1
261IEQ CAPITAL, LLC$4.8M1
262PUBLIC SECTOR PENSION INVESTMENT BOARD$4.8M1
263Rockefeller Capital Management L.P.$4.8M1
264Taylor Hoffman Capital Management LLC$4.7M1
265CANADA PENSION PLAN INVESTMENT BOARD$4.6M1
266TWO SIGMA INVESTMENTS, LP$4.6M1
267Squarepoint Ops LLC$4.5M1
268William Allan Corp$4.5M1
269SCHRODER INVESTMENT MANAGEMENT GROUP$4.5M1
270Wilmington Savings Fund Society, FSB$4.5M1
271LETSON INVESTMENT MANAGEMENT, INC.$4.4M1
272NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.4M1
273MACKENZIE FINANCIAL CORP$4.3M1
274NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.2M1
275UMB Bank, n.a.$4.2M1
276OpenArc Corporate Advisory, LLC$4.1M1
277BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$4.1M1
278ALBION FINANCIAL GROUP /UT$4.1M1
279OneDigital Investment Advisors LLC$4.0M1
280Verdence Capital Advisors LLC$4.0M1
281Walleye Capital LLC$4.0M1
282BONTEMPO OHLY CAPITAL MGMT LLC$4.0M1
283AE Wealth Management LLC$3.9M1
284Steward Partners Investment Advisory, LLC$3.9M1
285Kestra Advisory Services, LLC$3.8M1
286SHELTON CAPITAL MANAGEMENT$3.8M1
287Janus Henderson Group Ltd.$3.8M1
288Chicago Capital, LLC$3.8M1
289AGF MANAGEMENT LTD$3.7M1
290Groupe la Francaise$3.7M1
291Sawyer & Company, Inc$3.7M1
292Norinchukin Bank, The$3.6M1
293Prospera Financial Services Inc$3.6M1
294AUXIER ASSET MANAGEMENT LLC$3.5M1
295QUADRANT CAPITAL GROUP LLC$3.5M1
296Ridgepath Capital Management LLC$3.5M1
297OAK ASSOCIATES LTD /OH/$3.4M1
298OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.4M1
299Summit Trail Advisors, LLC$3.4M1
300NewEdge Advisors, LLC$3.4M1
301Vestmark Advisory Solutions, Inc.$3.3M1
302OP Asset Management Ltd$3.3M1
303OPUS INVESTMENT MANAGEMENT INC$3.3M1
304YOUSIF CAPITAL MANAGEMENT, LLC$3.2M1
305REGIONS FINANCIAL CORP$3.2M1
306MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.2M1
307UniSuper Management Pty Ltd$3.1M1
308Midwest Trust Co$3.1M1
309B. Metzler seel. Sohn & Co. AG$3.1M1
310Signature Wealth Management Group$3.1M1
311MGO ONE SEVEN LLC$3.1M1
312OPPENHEIMER & CO INC$3.1M1
313Cypress Capital Group$3.1M1
314Argyle Capital Management, LLC$3.1M1
315STEPHENS INC /AR/$3.0M1
316XXEC, Inc.$3.0M1
317D.A. DAVIDSON & CO.$3.0M1
318BALDWIN WEALTH PARTNERS LLC/MA$3.0M1
319CEERA INVESTMENTS, LLC$3.0M1
320Sandhill Capital Partners LLC$3.0M1
321WOODMONT INVESTMENT COUNSEL LLC$3.0M1
322Private Advisor Group, LLC$2.9M1
323KEYBANK NATIONAL ASSOCIATION/OH$2.9M1
324Vident Advisory, LLC$2.9M1
325Hamilton Point Investment Advisors, LLC$2.9M1
326Quantbot Technologies LP$2.9M1
327Royal Fund Management, LLC$2.8M1
328Pinnacle Financial Partners, Inc.$2.8M1
329Investment Management Corp of Ontario$2.8M1
330Capital Group Private Client Services, Inc.$2.8M1
331Capital Investment Counsel, Inc$2.8M1
332Trilogy Capital Inc.$2.8M1
333QRG CAPITAL MANAGEMENT, INC.$2.8M1
334Kingsview Wealth Management, LLC$2.8M1
335Indivisible Partners$2.7M1
336DF DENT & CO INC$2.7M1
337Siemens Fonds Invest GmbH$2.7M1
338MACQUARIE GROUP LTD$2.6M1
339MSH Capital Advisors LLC$2.6M1
340Linden Thomas Advisory Services, LLC$2.6M1
341FULTON BANK, N.A.$2.6M1
342FINANCIAL ADVISORY PARTNERS, LLC$2.5M1
343ASR Vermogensbeheer N.V.$2.5M1
344MAI Capital Management$2.5M1
345Ally Financial Inc.$2.5M1
346Twin Tree Management, LP$2.5M1
347Arax Advisory Partners$2.5M1
348PFG Advisors$2.4M1
349Core Alternative Capital$2.4M1
350PROFUND ADVISORS LLC$2.4M1
351Borer Denton & Associates, Inc.$2.4M1
352Raleigh Capital Management Inc.$2.4M1
353Candriam S.C.A.$2.4M1
354Concurrent Investment Advisors, LLC$2.4M1
355Southeast Asset Advisors, LLC$2.3M1
356Farringdon Capital, Ltd.$2.3M1
357Merit Financial Group, LLC$2.3M1
358OPPENHEIMER ASSET MANAGEMENT INC.$2.3M1
359Lantz Financial LLC$2.2M1
360Great Diamond Partners, LLC$2.2M1
361Avanza Fonder AB$2.2M1
362Aurora Investment Counsel$2.2M1
363Columbus Macro, LLC$2.2M1
364NewEdge Wealth, LLC$2.2M1
365FIRST NATIONAL BANK OF OMAHA$2.2M1
366Frank, Rimerman Advisors LLC$2.1M1
367COURIER CAPITAL LLC$2.1M1
368XTX Topco Ltd$2.1M1
369Allianz Asset Management GmbH$2.1M1
370Sepio Capital, LP$2.1M1
371Shoker Investment Counsel, Inc.$2.1M1
372TWIN CAPITAL MANAGEMENT INC$2.1M1
373Carnegie Investment Counsel$2.1M1
374Brooklyn Investment Group$2.1M1
375Jefferies Financial Group Inc.$2.1M1
376Ashton Thomas Private Wealth, LLC$2.1M1
377Glenview Trust Co$2.1M1
378Stratos Wealth Partners, LTD.$2.0M1
379Tower Research Capital LLC (TRC)$2.0M1
380Callan Family Office, LLC$2.0M1
381CHOREO, LLC$2.0M1
382Lido Advisors, LLC$2.0M1
383PRINCIPAL SECURITIES, INC.$2.0M1
384WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$2.0M1
385EXCHANGE TRADED CONCEPTS, LLC$2.0M1
386PINNACLE ASSOCIATES LTD$2.0M1
387CastleKnight Management LP$2.0M1
388FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$1.9M1
389Magnetar Financial LLC$1.9M1
390Hennion & Walsh Asset Management, Inc.$1.9M1
391Robeco Institutional Asset Management B.V.$1.9M1
392Caldwell Trust Co$1.9M1
393Equitable Holdings, Inc.$1.9M1
394Capital International Sarl$1.9M1
395Armbruster Capital Management, Inc.$1.9M1
396Cordatus Wealth Management LLC$1.9M1
397Global X Japan Co., Ltd.$1.8M1
398FIDUCIARY TRUST CO$1.8M1
399Clarkston Capital Partners, LLC$1.8M1
400Canada Post Corp Registered Pension Plan$1.8M1
401CAXTON ASSOCIATES LLP$1.8M1
402MIZUHO SECURITIES USA LLC$1.8M1
403FIRST CITIZENS BANK & TRUST CO$1.8M1
404Bleakley Financial Group, LLC$1.8M1
405Measured Risk Portfolios, Inc.$1.8M1
406Knollwood Investment Advisory, LLC$1.8M1
407INTECH INVESTMENT MANAGEMENT LLC$1.7M1
408Texas Yale Capital Corp.$1.7M1
409Kestra Investment Management, LLC$1.7M1
410Great Lakes Retirement, Inc.$1.7M1
411CWA Asset Management Group, LLC$1.7M1
412Sequoia Financial Advisors, LLC$1.7M1
413Ascent Group, LLC$1.7M1
414HARTFORD INVESTMENT MANAGEMENT CO$1.7M1
415Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$1.7M1
416Private Capital Management, LLC$1.7M1
417Allspring Global Investments Holdings, LLC$1.7M1
418WEALTH ALLIANCE, LLC$1.7M1
419FIRST NATIONAL TRUST CO$1.7M1
420GRIFFIN ASSET MANAGEMENT, INC.$1.6M1
421YHB Investment Advisors, Inc.$1.6M1
422ABN AMRO INVESTMENT SOLUTIONS$1.6M1
423Donoghue Forlines LLC$1.6M1
424Independence Bank of Kentucky$1.6M1
425HOWLAND CAPITAL MANAGEMENT LLC$1.6M1
426Chicago Partners Investment Group LLC$1.6M1
427LVW Advisors, LLC$1.6M1
428ARQ WEALTH ADVISORS, LLC$1.6M1
429United Asset Strategies, Inc.$1.6M1
430Empire Financial Management Company, LLC$1.6M1
431Metis Global Partners, LLC$1.6M1
432Plato Investment Management Ltd$1.6M1
433OMERS ADMINISTRATION Corp$1.6M1
434PFW Advisors LLC$1.6M1
435Brookstone Capital Management$1.6M1
436Radnor Capital Management, LLC$1.6M1
437AG2R LA MONDIALE GESTION D'ACTIFS$1.6M1
438Ramirez Asset Management, Inc.$1.6M1
439HB Wealth Management, LLC$1.6M1
440Ranch Capital Advisors Inc.$1.5M1
441Apollon Wealth Management, LLC$1.5M1
442True North Advisors, LLC$1.5M1
443Godshalk Welsh Capital Management, Inc.$1.5M1
444Allworth Financial LP$1.5M1
445ALBERT D MASON INC$1.5M1
446Nicholson Wealth Management Group, LLC$1.5M1
447Banque Cantonale Vaudoise$1.5M1
448Ameritas Investment Partners, Inc.$1.5M1
449TOMPKINS FINANCIAL CORP$1.5M1
450IQ EQ FUND MANAGEMENT (IRELAND) Ltd$1.5M1
451ELEVATUS WELATH MANAGEMENT$1.5M1
452Federation des caisses Desjardins du Quebec$1.5M1
453Redmond Asset Management, LLC$1.5M1
454Maryland State Retirement & Pension System$1.5M1
455NBT BANK, N.A.$1.5M1
456GHP Investment Advisors, Inc.$1.5M1
457Alesco Advisors, LLC, An ESL Co$1.4M1
458COLDSTREAM CAPITAL MANAGEMENT INC$1.4M1
459Ironwood Investment Counsel, LLC$1.4M1
460SHEETS SMITH WEALTH MANAGEMENT$1.4M1
461RIVERBRIDGE PARTNERS LLC$1.4M1
462EFG International AG$1.4M1
463World Investment Advisors$1.4M1
464PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$1.4M1
465Snowden Capital Advisors LLC$1.4M1
466iSAM Funds (UK) Ltd$1.4M1
467Modern Wealth Management, LLC$1.4M1
468Coastline Trust Co$1.4M1
469BRADLEY FOSTER & SARGENT INC/CT$1.3M1
470ALKEME WEALTH, LLC$1.3M1
471Savant Capital, LLC$1.3M1
472JOURNEY STRATEGIC WEALTH LLC$1.3M1
473WESTPAC BANKING CORP$1.3M1
474Capital Investment Advisory Services, LLC$1.3M1
475Central Pacific Bank - Trust Division$1.3M1
476Meeder Advisory Services, Inc.$1.3M1
477Wealthspire Advisors, LLC$1.3M1
478Clearstead Advisors, LLC$1.3M1
479Palisade Asset Management, LLC$1.3M1
480Suncoast Equity Management$1.2M1
481Stonehage Fleming Financial Services Holdings Ltd$1.2M1
482Beacon Pointe Advisors, LLC$1.2M1
483LMG Wealth Partners, LLC$1.2M1
484LBP AM SA$1.2M1
485Sterling Investment Advisors, Ltd.$1.2M1
486MUFG Securities EMEA plc$1.2M1
487RITHOLTZ WEALTH MANAGEMENT$1.2M1
488Cornell Pochily Investment Advisors, Inc.$1.2M1
489Beverly Hills Private Wealth, LLC$1.2M1
490SIGNATUREFD, LLC$1.2M1
491EP Wealth Advisors, LLC$1.2M1
492ATWOOD & PALMER INC$1.2M1
493Intellectus Partners, LLC$1.2M1
494Composition Wealth, LLC$1.2M1
495Western Wealth Management, LLC$1.2M1
496Kesler, Norman & Wride, LLC$1.2M1
497E Fund Management Co., Ltd.$1.2M1
498Aptus Capital Advisors, LLC$1.2M1
499CULBERTSON A N & CO INC$1.2M1
500Ballentine Partners, LLC$1.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)4 buy / 13 sell
Congress net ($ bound)−$447K to −$31.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PAYX

RETAINED WINDOW · ACTIVE HITS
Signal hits naming PAYX
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for PAYX · financials and macro

Financials — as filed PLANNED

PAYX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PAYX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing