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PAYX · MA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PAYX
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterPAYXMA
Q3 202011 holders, $605m45 holders, $56.1bn
Q4 202010 holders, $561m52 holders, $57.9bn
Q1 20217 holders, $515m50 holders, $56.4bn
Q2 20219 holders, $863m50 holders, $54.9bn
Q3 202118 holders, $1.2bn50 holders, $48.9bn
Q4 202117 holders, $1.4bn42 holders, $49.3bn
Q1 202215 holders, $1.4bn38 holders, $50.1bn
Q2 202218 holders, $1.4bn48 holders, $45.4bn
Q3 202225 holders, $1.4bn53 holders, $40.8bn
Q4 202220 holders, $1.4bn37 holders, $65.6bn
Q1 202321 holders, $1.9bn45 holders, $50.3bn
Q2 202323 holders, $1.9bn47 holders, $51.2bn
Q3 202319 holders, $1.6bn52 holders, $49.7bn
Q4 202317 holders, $1.6bn46 holders, $51.7bn
Q1 202415 holders, $1.1bn48 holders, $58.0bn
Q2 202410 holders, $1.2bn49 holders, $51.2bn
Q3 20249 holders, $1.3bn43 holders, $55.8bn
Q4 20249 holders, $1.4bn43 holders, $58.3bn
Q1 202510 holders, $1.5bn49 holders, $64.7bn
Q2 202514 holders, $1.6bn50 holders, $68.3bn
Q3 202519 holders, $1.5bn44 holders, $68.1bn
Q4 202512 holders, $2.1bn43 holders, $65.6bn
Q1 202614 holders, $2.0bn46 holders, $57.4bn
Q2 202610 holders, $1.9bn43 holders, $58.1bn
PAYX

Paychex Inc

Holders
14
Reported value
$1.6bn
Buyers
11
Sellers
2

Breadth +9 among 95 comparable managers.

MA

Mastercard Incorporated

Holders
50
Reported value
$68.3bn
Buyers
32
Sellers
15

Breadth +17 among 95 comparable managers.

Who holds both, Q2 2025

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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