David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Paychex, Inc. (PAYX)
← All PAYX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.04 $104.09–129.70 · VW $119.75i SEC
2023   Q1 2,000 0.04 $114.50 $229,000 SEC
2022   Q4 2,000 0.04 $115.50 $231,000 SEC
2022   Q3 2,000 0.04 $112.00 $224,000 SEC
2022   Q2 2,000 0.04 $113.50 $227,000 SEC
2022   Q1 2,000 0.04 $136.00 $272,000 SEC
2021   Q4 2,000 0.04 $136.50 $273,000 SEC
2021   Q3 2,000 0.03 $112.00 $224,000 SEC
2021   Q2 2,000 0.03 Buy 0.03 $96.12–114.15 · VW $108.03i $214,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.04 $71.47–85.12 · VW $79.61i SEC
2020   Q2 3,500 0.04 Reduce 4.11% <0.01 $60.00–80.64 · VW $70.85i $265,000 SEC
2020   Q1 3,650 0.04 Reduce 32.41% 0.02 $47.87–90.54 · VW $68.98i $229,000 SEC
2019   Q4 5,400 0.05 Reduce 12.20% <0.01 $81.89–89.96 · VW $85.87i $459,000 SEC
2019   Q3 6,150 0.05 $82.76 $509,000 SEC
2019   Q2 6,150 0.04 Reduce 3.91% <0.01 $81.27–88.43 · VW $84.25i $506,000 SEC
2019   Q1 6,400 0.04 $80.16 $513,000 SEC
2018   Q4 6,400 0.03 Reduce 3.76% <0.01 $61.32–71.75 · VW $67.96i $416,000 SEC
2018   Q3 6,650 0.02 Reduce 10.14% <0.01 $62.89–76.02 · VW $68.13i $489,000 SEC
2018   Q2 7,400 0.03 Reduce 9.20% <0.01 $60.13–72.51 · VW $67.22i $505,000 SEC
2018   Q1 8,150 0.02 Reduce 13.30% <0.01 $59.36–68.49 · VW $62.81i $501,000 SEC
2017   Q4 9,400 0.03 Reduce 17.54% <0.01 $63.48–73.10 · VW $68.28i $639,000 SEC
2017   Q3 11,400 0.02 Reduce 4.20% <0.01 $54.20–65.62 · VW $61.20i $683,000 SEC
2017   Q2 11,900 0.02 Reduce 23.35% <0.01 $56.35–61.57 · VW $58.59i $677,000 SEC
2017   Q1 15,525 0.02 Reduce 7.04% <0.01 $57.07–63.03 · VW $59.79i $914,000 SEC
2016   Q4 16,700 0.02 Reduce 7.99% <0.01 $52.78–62.18 · VW $58.42i $1,016,000 SEC
2016   Q3 18,150 0.02 $57.85 $1,050,000 SEC
2016   Q2 18,150 0.02 $59.45 $1,079,000 SEC
2016   Q1 18,150 0.02 Buy 0.02 $45.83–54.57 · VW $50.84i $980,000 SEC
2010   Q3 0 0.00 Sell 100.00% 1.02 $24.65–28.29 · VW $26.89i SEC
2010   Q2 154,793 1.02 Reduce 73.01% 3.19 $24.89–30.98 · VW $27.29i $4,019,000 SEC
2010   Q1 573,617 4.37 Add 21.52% 0.77 $28.50–32.82 · VW $30.63i $17,610,000 SEC
2009   Q4 472,039 4.23 Add 18.05% 0.65 $28.15–32.88 · VW $30.01i $14,463,000 SEC
2009   Q3 399,859 3.69 Buy 3.69 $26.01–31.54 · VW $28.65i $11,615,000 SEC
2007   Q1 0 0.00 Sell 100.00% 0.06 $36.08–42.50 · VW $38.56i SEC
2006   Q4 6,225 0.06 Reduce 29.46% 0.03 $38.23–41.21 · VW $39.82i $246,000 SEC
2006   Q3 8,825 0.09 Reduce 98.61% 7.01 $32.98–40.34 · VW $37.60i $325,000 SEC
2006   Q2 633,784 7.11 Add 6.96% 0.46 $33.65–40.77 · VW $36.20i $24,704,000 SEC
2006   Q1 592,540 7.07 Add 13.56% 0.84 $35.52–42.37 · VW $39.43i $24,685,000 SEC
2005   Q4 521,773 6.42 Add 14.72% 0.82 $36.00–43.37 · VW $38.57i $19,889,000 SEC
2005   Q3 454,825 6.56 Add 18.07% 1.00 $32.37–39.01 · VW $36.71i $16,864,000 SEC
2005   Q2 385,225 6.31 Add 7.21% 0.42 $28.60–35.37 · VW $32.96i $12,535,000 SEC
2005   Q1 359,325 6.27 Add 24.67% 1.24 $29.74–34.69 · VW $31.68i $11,793,000 SEC
2004   Q4 288,230 6.44 $30.15 $8,690,000 SEC
2004   Q3 288,230 6.44 Add 17.02% 0.94 $28.83–33.22 · VW $31.61i $8,690,000 SEC
2004   Q2 246,305 5.54 Add 11.07% 0.55 $29.06–38.88 · VW $32.88i $8,344,000 SEC
2004   Q1 221,765 6.18 Add 27.16% 1.32 $31.74–39.12 · VW $36.01i $7,894,000 SEC
2003   Q4 174,400 5.89 Reduce 1.93% 0.11 $34.39–40.54 · VW $37.47i $6,487,000 SEC
2003   Q3 177,825 5.80 Add 1.24% 0.07 $31.02–39.19 · VW $36.38i $6,012,000 SEC
2003   Q2 175,650 4.99 Reduce 1.04% 0.06 $28.43–33.67 · VW $31.50i $5,148,000 SEC
2003   Q1 177,500 5.44 Add 0.30% 0.02 $23.76–31.68 · VW $28.86i $4,875,000 SEC
2002   Q4 176,975 5.36 Reduce 3.09% 0.17 $24.29–30.09 · VW $26.52i $4,937,000 SEC
2002   Q3 182,625 5.44 Add 2.50% 0.13 $20.39–30.29 · VW $26.50i $4,441,000 SEC
2002   Q2 178,175 5.95 Add 17.67% 0.89 $21.66–38.00 · VW $28.66i $5,575,000 SEC
2002   Q1 151,425 5.14 Add 11.32% 0.52 $34.42–42.15 · VW $37.97i $6,011,000 SEC
2001   Q4 136,025 4.21 Add 7.64% 0.30 $31.59–39.47 · VW $35.92i $4,766,000 SEC
2001   Q3 126,375 3.73 Add 4.40% 0.16 $28.27–40.19 · VW $33.51i $3,982,000 SEC
2001   Q2 121,050 3.56 Buy 3.56 $30.61–43.49 · VW $37.80i $4,842,000 SEC
Price snapshot:
Current price$110.75
52-week low$84.36
52-week high$143.34