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Paychex shares owned by Waterloo Capital

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $204k 1.3k 154.30

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Wal-Mart Stores (WMT)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)

View all positions for Waterloo Capital

Top funds holding Paychex

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation
Northern Trust
Invesco
UBS Group
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Paychex

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