FIRST FOUNDATION ADVISORS
EndowmentPosition in ADP — Automatic Data Processing Inc
CIK 1086763
Irvine, CA
Position in ADP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$212,527
-$58,078 QoQ
Shares Held
949
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,952
of 2,277 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $29,526,775 across 8 Software - Application names. ADP ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
254,636 | $18,374,533 | |
| 2 | ADBE |
Adobe Inc.
|
16,958 | $3,476,728 | |
| 3 | NOW |
ServiceNow, Inc.
|
33,974 | $3,372,938 | |
| 4 | INTU |
Intuit Inc.
|
11,249 | $2,935,989 | |
| 5 | CRM |
Salesforce, Inc.
|
2,965 | $464,496 | |
| 6 | MSTR |
Strategy Inc
|
3,992 | $347,024 | |
| 7 | SHOP |
Shopify Inc.
|
3,000 | $342,540 | |
| 8 | ADP |
Automatic Data Processing Inc
This page
|
949 | $212,527 |
All Filings in ADP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,527 | 949 | Shares | Defined | 2026-08-14 | |
| 2025-12-31 | $270,605 | 1,052 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $299,076 | 1,019 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $296,680 | 962 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $288,420 | 944 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $374,400 | 1,279 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $402,364 | 1,454 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $347,054 | 1,454 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $383,600 | 1,536 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $311,712 | 1,338 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $600,006 | 2,494 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $552,111 | 2,512 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $773,193 | 3,473 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $849,386 | 3,556 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $824,462 | 3,645 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $645,032 | 3,071 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $695,589 | 3,057 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $743,931 | 3,017 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $524,790 | 2,625 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $492,776 | 2,481 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $442,904 | 2,350 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $439,442 | 2,494 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $299,206 | 2,145 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||