MONETA GROUP INVESTMENT ADVISORS LLC
Position in ADP — Automatic Data Processing Inc
CIK 1120927
ST LOUIS, MO
Position in ADP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,552,143
-$764,837 QoQ
Shares Held
12,561
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $25,114,131 across 20 Software - Application names. ADP ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
6,528 | $6,968,901 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
12,561 | $2,552,143 | |
| 3 | ADBE |
Adobe Inc.
|
10,257 | $2,493,271 | |
| 4 | DT |
Dynatrace, Inc.
|
56,043 | $2,072,470 | |
| 5 | CRM |
Salesforce, Inc.
|
9,628 | $1,797,258 | |
| 6 | NOW |
ServiceNow, Inc.
|
12,348 | $1,290,983 | |
| 7 | INTU |
Intuit Inc.
|
2,729 | $1,179,965 | |
| 8 | SHOP |
Shopify Inc.
|
8,756 | $1,038,636 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,552,143 | 12,561 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,316,980 | 12,895 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,830,175 | 13,050 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,177,445 | 10,303 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,043,078 | 9,960 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,949,547 | 10,076 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,569,161 | 9,284 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,171,840 | 9,099 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,134,028 | 8,545 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,882,630 | 8,081 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,920,550 | 7,983 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,689,965 | 7,689 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,610,950 | 7,236 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,822,024 | 7,628 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,622,913 | 7,175 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,927,957 | 9,179 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,712,010 | 7,524 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,702,881 | 6,906 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,365,053 | 6,828 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,335,918 | 6,726 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $878,081 | 4,659 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $735,987 | 4,177 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $416,935 | 2,989 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $367,013 | 2,465 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $373,956 | 2,736 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||