Follow-The-Filings

Security

Paychex Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 new max 0.3% (Kentucky Trust Co.)

owners 15
max % 0.3%
tracked value $6B
qoq N 1 A 8 R 4

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Kentucky Trust Co. 2026 Q2 stale 0.3% Add -0.01 pp 5,541 $545M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add -0.02 pp 1,166,201 $107M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.07 pp 275,746 $25M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add 0.00 pp 42,348,625 $4.8B hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.05 pp 297,773 $33M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.04 pp 1,134,979 $105M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.03 pp 912,572 $84M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 2,297,192 $258M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.01 pp 208,517 $19M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 117,176 $11M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 126,454 $12M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 10,800 $995 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 3,958 $365 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 507 $47 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 270 $25 hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
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8-K 5.02,9.01
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10-K 10-K
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8-K 2.02,9.01
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financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $4.91B $5.13B $5.41B $6.3B
Gross profit * $3.45B $3.65B $3.87B $4.63B
Gross margin * 70.4% 71.2% 71.5% 73.4%
Net income $1.76B
Net margin * 27.9%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $7.53B $7.25B $8.92B $8.61B
Total non-current assets * $3.02B $3.13B $7.65B $7.56B
Total assets $10.55B $10.38B $16.56B $16.17B
Total current liabilities $5.81B $5.31B $6.96B $6.84B
Total non-current liabilities * $1.25B $1.27B $5.48B $5.6B
Total equity $3.49B $3.8B $4.13B $3.74B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.7B $1.9B $1.9B $2.56B
Cash from investing $218.5M -$260.9M -$3.36B -$1.15B
Cash from financing -$711.4M -$1.87B $2.29B -$2.65B
Net change in cash $1.21B -$237.9M $837.3M -$1.25B

ownership over time

filing count by report period · click a bar for that quarter’s holders