SEC 13F Intelligence

Ellsworth Advisors, LLC / PAYX

Ellsworth Advisors, LLC’s Paychex Inc Position

Does Ellsworth Advisors, LLC own Paychex Inc (PAYX)? Not currently — the last reported position was 43.8K shares worth $6M in Q4 2024; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$6M
Q4 2024
Shares
43.8K
% of Portfolio
+1.61%
Quarters Held
17
position exited

Position History PAYX

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $3MQ3 ’21Q4 ’21: $4MQ1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $6MQ3 ’24Q4 ’24: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202443.8K$6M+1.61%
Q3 202442.8K$6M+1.49%
Q2 202441.3K$5M+1.36%
Q1 202439.8K$5M+1.41%
Q4 202338.1K$5M+1.44%
Q3 202337.6K$4M+1.58%
Q2 202337.4K$4M+1.44%
Q1 202336.0K$4M+1.45%
Q4 202233.7K$4M+1.48%
Q3 202232.8K$4M+1.58%
Q2 202231.9K$4M+1.46%
Q1 202231.3K$4M+1.54%
Q4 202128.1K$4M+1.42%
Q3 202123.7K$3M+1.22%
Q2 202118.9K$2M+0.99%
Q1 202116.0K$2M+0.94%
Q4 202013.6K$1M+0.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ellsworth Advisors, LLC’s full portfolio or all institutional holders of PAYX.