PAYX β€” PAYCHEX INC

Ownership history in Drake & Associates, LLC  Β·  5 quarters on record

AI Ownership Summary

Drake & Associates, LLC reported PAYCHEX INC (PAYX) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 0.67% in 2025 Q2. The latest visible filing shows PAYX at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PAYX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Drake & Associates, LLC's position in PAYCHEX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

PAYX was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Drake & Associates, LLC held PAYX β€” position size vs. price
% of Fund (quarterly)    PAYX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 18,863 +6,587 +53.7% 0.67% $2.7M 2025-07-23 $142.37
2025 Q1 ADDED 12,276 +2,707 +28.3% 0.53% $1.9M 2025-04-29 $141.42
2024 Q4 ADDED 9,569 +5,067 +112.5% 0.40% $1.4M 2025-02-10 $142.00
2024 Q3 ADDED 4,502 +555 +14.1% 0.20% $604K 2024-10-16 $135.63
2024 Q2 INITIATED 3,947 β€” β€” 0.17% $468K 2024-08-05 $117.93

FAQ About Drake & Associates, LLC and PAYX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Drake & Associates, LLC reported owning PAYX?

Drake & Associates, LLC reported PAYX across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported PAYX position in Drake & Associates, LLC's portfolio?

The largest reported portfolio weight for PAYX was 0.67% in 2025 Q2.

What is the latest reported PAYX position on this page?

The most recent filing on this page is 2025 Q2, when Drake & Associates, LLC reported 18,863 shares, equal to 0.67% of portfolio, with an estimated market value of $2.7M.

What does the chart on this PAYX ownership page compare?

The chart compares Drake & Associates, LLC's quarterly PAYX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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