PAYX
Paychex, Inc. · Industrials · Staffing & Employment Services
Señales de momentum (gestores comparables):
amplitud de titulares -18.8% ·
flujo de acciones +1.1% ·
nuevas posiciones netas -20.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 158 | +1 | 231.84M | $22.81B | +5 | −3 |
| Q1 2026 | 159 | -1 | 229.93M | $21.21B | +4 | −6 |
| Q4 2025 | 159 | -1 | 246.26M | $27.63B | +2 | −2 |
| Q3 2025 | 23 | +3 | 104.83M | $13.29B | +4 | −2 |
| Q2 2025 | 18 | -2 | 91.37M | $13.29B | — | −2 |
| Q1 2025 | 17 | 0 | 27.77M | $4.29B | — | — |
| Q4 2024 | 17 | +3 | 28.35M | $3.98B | +3 | — |
| Q3 2024 | 13 | -3 | 14.65M | $1.97B | — | −3 |
| Q2 2024 | 16 | — | 14.49M | $1.72B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 9.41M | +2.1% | $1.26B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 9.41M | +2.1% | $1.26B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Capital World Investors ✦ | 2.76M | 0.0% | $369.75M | 0.1% | Held | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 906.61K | +328.9% | $121.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 721.00K | -22.8% | $96.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 721.00K | -22.8% | $96.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Adage Capital Partners ✦ | 252.15K | -10.7% | $33.84M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 228.35K | +26.1% | $30.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 228.35K | +26.1% | $30.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Markel Group ✦ | 150.00K | 0.0% | $20.13M | 0.2% | Held | 2 | SEC ↗ |
| 11 | Markel Group ✦ | 150.00K | 0.0% | $20.13M | 0.2% | Held | 2 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 66.56K | -29.8% | $8.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 66.56K | -29.8% | $8.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 66.41K | -6.4% | $8.91M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 46.38K | -11.8% | $6.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wellington Management ✦ | 46.38K | -11.8% | $6.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wellington Management ✦ | 46.38K | -11.8% | $6.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 27.88K | -89.8% | $3.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 16.06K | -74.8% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 3.72K | -35.0% | $498,867 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Millennium Management | $15.68M | era 0.0% |
| Marshall Wace | $6.37M | era 0.0% |
| Bridgewater Associates | $473,173 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,491 tenedores, 283.67M acciones, $25.73B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.