Position in ADP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,592
+$6,773 QoQ
Shares Held
150
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,148
of 2,277 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $2,770,611 across 8 Software - Application names. ADP ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
35,238 | $2,542,774 | |
| 2 | CRM |
Salesforce, Inc.
|
309 | $48,407 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
102 | $38,282 | |
| 4 | NOW |
ServiceNow, Inc.
|
375 | $37,230 | |
| 5 | ADP |
Automatic Data Processing Inc
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|
150 | $33,592 | |
| 6 | ADBE |
Adobe Inc.
|
143 | $29,317 | |
| 7 | INTU |
Intuit Inc.
|
102 | $26,622 | |
| 8 | ADSK |
Autodesk, Inc.
|
74 | $14,387 |
All Filings in ADP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,592 | 150 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $26,819 | 132 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $33,954 | 132 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $35,220 | 120 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $33,307 | 108 | Shares | Other | 2025-07-31 | |
| 2023-09-30 | $259,585 | 1,079 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $158,029 | 719 | Shares | Other | 2023-08-08 | |
| 2020-09-30 | $1,534 | 11 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $6,253 | 42 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $379,422 | 2,776 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||