PAYX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 20.1 | P/B | 13.75 |
| EPS (TTM) | 4.54 | Dividend | 4.71% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Capital International Investors | 29.9M | 0.6% | −1% |
| BlackRock, Inc. | 28.4M | 0.0% | +2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 21.0M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15.2M | n/a | n/a |
| State Street | 14.0M | 0.0% | +0% |
| Geode Capital Management | 10.3M | 0.1% | +6% |
Top institutional owners for PAYX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| JUL 21 | Schrader Robert L. | SELL | 3K | −$299K |
| JUL 17 | Simmons Christopher C | SELL | 3K | −$303K |
| JUL 15 | MUCCI MARTIN | SELL | 25K | −$3M |
| MAY 15 | Roaldsen Elizabeth | SELL | 459 | −$41K |
0 insider buys, 4 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PAYX yet.