Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2025   Q4 0 0.00 Sell 100.00% 0.01 $101.05–117.83 · VW $107.34i SEC
2025   Q3 9,320 0.01 $126.76 $1,181,403 SEC
2025   Q2 9,320 0.02 Reduce 5.19% <0.01 $136.88–161.24 · VW $147.48i $1,355,687 SEC
2025   Q1 9,830 0.02 $154.28 $1,516,572 SEC
2024   Q4 9,830 0.01 $140.22 $1,378,363 SEC
2024   Q3 9,830 0.01 $134.19 $1,319,088 SEC
2024   Q2 9,830 0.01 $118.56 $1,165,445 SEC
2024   Q1 9,830 0.01 $122.80 $1,207,124 SEC
2023   Q4 9,830 0.01 $119.11 $1,170,851 SEC
2023   Q3 9,830 0.01 $115.33 $1,133,694 SEC
2023   Q2 9,830 0.01 $111.87 $1,099,682 SEC
2023   Q1 9,830 0.01 $113.54 $1,116,098 SEC
2022   Q4 9,830 0.01 $115.56 $1,135,955 SEC
2022   Q3 9,830 0.01 $112.21 $1,103,000 SEC
2022   Q2 9,830 0.01 Reduce 72.49% 0.03 $110.47–132.90 · VW $123.88i $1,119,000 SEC
2022   Q1 35,730 0.04 Add 6.82% <0.01 $111.39–141.92 · VW $126.68i $4,876,000 SEC
2021   Q4 33,450 0.03 $136.50 $4,566,000 SEC
2021   Q3 33,450 0.03 Add 14.09% <0.01 $106.55–124.21 · VW $118.01i $3,761,000 SEC
2021   Q2 29,320 0.02 $107.30 $3,146,000 SEC
2021   Q1 29,320 0.02 Reduce 0.17% $86.89–101.15 · VW $95.18i $2,874,000 SEC
2020   Q4 29,370 0.02 Add 0.96% <0.01 $82.41–99.95 · VW $89.89i $2,737,000 SEC
2020   Q3 29,090 0.02 Add 5.51% <0.01 $71.47–85.12 · VW $79.61i $2,321,000 SEC
2020   Q2 27,570 0.02 Add 5.79% <0.01 $60.00–80.64 · VW $70.85i $2,088,000 SEC
2020   Q1 26,060 0.02 $62.93 $1,640,000 SEC
2019   Q4 26,060 0.02 Add 10.94% <0.01 $81.89–89.96 · VW $85.87i $2,217,000 SEC
2019   Q3 23,490 0.02 Reduce 3.81% <0.01 $78.81–85.42 · VW $82.62i $1,944,000 SEC
2019   Q2 24,420 0.02 $82.31 $2,010,000 SEC
2019   Q1 24,420 0.02 $80.18 $1,958,000 SEC
2018   Q4 24,420 0.02 Add 27.59% <0.01 $61.32–71.75 · VW $67.96i $1,591,000 SEC
2018   Q3 19,140 0.02 Add 24.29% <0.01 $62.89–76.02 · VW $68.13i $1,410,000 SEC
2018   Q2 15,400 0.01 Add 57.14% <0.01 $60.13–72.51 · VW $67.22i $1,053,000 SEC
2018   Q1 9,800 0.01 Reduce 7.37% <0.01 $59.36–68.49 · VW $62.81i $604,000 SEC
2017   Q4 10,580 0.01 Reduce 1.12% <0.01 $63.48–73.10 · VW $68.28i $720,000 SEC
2017   Q3 10,700 0.01 $60.00 $642,000 SEC
2017   Q2 10,700 0.01 Reduce 1.70% <0.01 $56.35–61.57 · VW $58.59i $609,000 SEC
2017   Q1 10,885 0.01 $58.89 $641,000 SEC
2016   Q4 10,885 0.01 $60.91 $663,000 SEC
2016   Q3 10,885 0.01 Reduce 8.41% <0.01 $54.75–61.62 · VW $57.19i $630,000 SEC
2016   Q2 11,885 0.01 $59.49 $707,000 SEC
2016   Q1 11,885 0.01 $54.02 $642,000 SEC
2015   Q4 11,885 0.01 $52.92 $629,000 SEC
2015   Q3 11,885 0.01 Reduce 3.26% <0.01 $41.59–52.38 · VW $48.52i $566,000 SEC
2015   Q2 12,285 0.01 Add 0.82% <0.01 $44.38–50.68 · VW $47.15i $576,000 SEC
2015   Q1 12,185 0.01 Reduce 3.18% <0.01 $44.52–51.72 · VW $48.21i $605,000 SEC
2014   Q4 12,585 0.01 $46.17 $581,000 SEC
2014   Q3 12,585 0.01 $44.18 $556,000 SEC
2014   Q2 12,585 0.01 $41.56 $523,000 SEC
2014   Q1 12,585 0.01 $42.59 $536,000 SEC
2013   Q4 12,585 0.01 $45.53 $573,000 SEC
2013   Q3 12,585 0.01 Reduce 19.80% <0.01 $36.80–43.62 · VW $40.90i $511,000 SEC
2013   Q2 15,692 0.01 Add 19.92% <0.01 $35.74–39.66 · VW $38.28i $573,000 SEC
2013   Q1 13,085 <0.01 Reduce 24.08% <0.01 $32.61–36.42 · VW $35.15i $458,000 SEC
2012   Q4 17,235 0.01 Reduce 63.23% 0.02 $30.55–34.06 · VW $32.42i $536,000 SEC
2012   Q3 46,871 0.03 Reduce 97.56% 1.07 $31.91–34.70 · VW $33.01i $1,560,000 SEC
2012   Q2 1,923,924 1.10 Reduce 24.66% 0.34 $29.12–33.40 · VW $31.74i $60,430,000 SEC
2012   Q1 2,553,514 1.37 Reduce 1.75% 0.03 $30.30–32.27 · VW $31.18i $79,133,000 SEC
2011   Q4 2,598,934 1.47 Reduce 34.26% 0.36 $27.11–32.73 · VW $30.45i $78,253,000 SEC
2011   Q3 3,953,117 1.07 Reduce 7.41% 0.17 $25.12–30.12 · VW $28.13i $104,243,000 SEC
2011   Q2 4,269,520 2.29 Add 0.33% <0.01 $27.88–33.00 · VW $29.70i $131,159,000 SEC
2011   Q1 4,255,331 2.45 Add 6.86% 0.16 $30.75–33.91 · VW $32.46i $133,447,000 SEC
2010   Q4 3,982,311 2.56 Add 43.02% 0.77 $27.45–33.37 · VW $30.94i $123,093,000 SEC
2010   Q3 2,784,371 0.95 Add 12.16% 0.10 $24.65–28.29 · VW $26.89i $76,542,000 SEC
2010   Q2 2,482,441 0.91 Add 6.43% 0.06 $24.89–30.98 · VW $27.29i $64,469,000 SEC
2010   Q1 2,332,511 1.00 Add 0.16% <0.01 $28.50–32.82 · VW $30.63i $71,608,000 SEC
2009   Q4 2,328,826 2.26 Add 0.51% 0.01 $28.15–32.88 · VW $30.01i $71,355,000 SEC
2009   Q3 2,317,071 1.21 Add 2.54% 0.03 $26.01–31.54 · VW $28.65i $67,311,000 SEC
2009   Q2 2,259,721 1.20 Add 1.20% 0.01 $23.84–28.65 · VW $26.33i $56,945,000 SEC
2009   Q1 2,232,958 1.35 Add 2.56% 0.03 $20.31–27.74 · VW $25.02i $57,320,000 SEC
2008   Q4 2,177,255 1.20 Add 28.46% 0.27 $23.22–29.41 · VW $25.64i $57,218,000 SEC
2008   Q3 1,694,864 0.94 Add 1.85% 0.02 $23.70–35.53 · VW $29.26i $55,981,000 SEC
2008   Q2 1,664,155 1.01 Add 1.27% 0.01 $30.26–37.47 · VW $33.55i $52,055,000 SEC
2008   Q1 1,643,350 1.02 Reduce 4.35% 0.04 $30.09–37.15 · VW $34.54i $56,301,000 SEC
2007   Q4 1,718,021 1.01 Reduce 20.01% 0.29 $31.41–41.94 · VW $35.36i $62,227,000 SEC
2007   Q3 2,147,880 1.44 Add 4.06% 0.06 $39.75–47.14 · VW $42.89i $88,063,000 SEC
2007   Q2 2,064,080 1.41 Add 2.66% 0.04 $37.01–44.14 · VW $40.84i $80,747,000 SEC
2007   Q1 2,010,580 1.40 Add 0.68% <0.01 $36.08–42.50 · VW $38.56i $76,141,000 SEC
2006   Q4 1,997,090 2.93 Add 4.70% 0.13 $38.23–41.21 · VW $39.82i $78,965,000 SEC
2006   Q3 1,907,380 2.88 Add 0.45% 0.01 $32.98–40.34 · VW $37.60i $70,287,000 SEC
2006   Q2 1,898,755 3.20 Reduce 5.10% 0.17 $33.65–40.77 · VW $36.20i $74,013,000 SEC
2006   Q1 2,000,705 3.37 Reduce 11.45% 0.36 $35.52–42.37 · VW $39.43i $83,349,000 SEC
2005   Q4 2,259,415 3.18 Reduce 16.64% 0.58 $36.00–43.37 · VW $38.57i $86,129,000 SEC
2005   Q3 2,710,328 3.48 Add 0.36% 0.01 $32.37–39.01 · VW $36.71i $100,499,000 SEC
2005   Q2 2,700,528 2.97 Add 1.71% 0.05 $28.60–35.37 · VW $32.96i $87,875,000 SEC
2005   Q1 2,655,018 2.98 Add 4.29% 0.12 $29.74–34.69 · VW $31.68i $87,138,000 SEC
2004   Q4 2,545,868 3.04 Add 3.04% 0.09 $29.69–34.57 · VW $31.58i $86,763,000 SEC
2004   Q3 2,470,868 2.97 Add 17.35% 0.44 $28.83–33.22 · VW $31.61i $74,497,000 SEC
2004   Q2 2,105,480 2.93 Add 1.41% 0.04 $29.06–38.88 · VW $32.88i $71,334,000 SEC
2004   Q1 2,076,205 3.57 Add 8.49% 0.28 $31.74–39.12 · VW $36.01i $73,913,000 SEC
2003   Q4 1,913,805 3.68 Add 2.40% 0.09 $34.39–40.54 · VW $37.47i $71,194,000 SEC
2003   Q3 1,868,955 3.82 Add 12.94% 0.44 $31.02–39.19 · VW $36.38i $63,414,000 SEC
2003   Q2 1,654,755 3.18 Add 44.34% 0.98 $28.43–33.67 · VW $31.50i $48,501,000 SEC
2003   Q1 1,146,455 2.90 Add 9.27% 0.25 $23.76–31.68 · VW $28.86i $31,481,654 SEC
2002   Q4 1,049,240 2.77 Add 136.59% 1.60 $24.29–30.09 · VW $26.52i $29,284,000 SEC
2002   Q3 443,477 1.82 Add 424.97% 1.47 $20.39–30.29 · VW $26.50i $10,794,230,000 SEC
2002   Q2 84,477 0.51 Add 19.41% 0.08 $21.66–38.00 · VW $28.66i $2,642,441,000 SEC
2002   Q1 70,747 0.75 Reduce 0.89% 0.01 $34.42–42.15 · VW $37.97i $2,807,948,000 SEC
2001   Q4 71,384 1.16 Reduce 3.02% 0.05 $31.59–39.47 · VW $35.92i $2,487,019,000 SEC
2001   Q3 73,609 1.60 Add 0.48% <0.01 $28.27–40.19 · VW $33.51i $2,319,420,000 SEC
2001   Q2 73,259 1.95 Add 5.10% 0.09 $30.61–43.49 · VW $37.80i $2,930,360,000 SEC
2001   Q1 69,703 1.98 Add 11.61% 0.21 $32.88–45.13 · VW $37.52i $2,579,011,000 SEC
2000   Q4 62,453 2.08 Add 1.38% 0.03 $36.75–61.25 · VW $47.71i $3,036,465,000 SEC
2000   Q3 61,603 2.35 Buy 2.35 $39.88–61.00 · VW $52.52i $3,256,951,000 SEC
Price snapshot:
Current price$110.75
52-week low$84.36
52-week high$143.34