Position in ADP
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$234,063
-$87,474 QoQ
Shares Held
1,152
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2026Obermeyer Wealth Partners holds $19,770,854 across 8 Software - Application names. ADP ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
101,445 | $17,368,398 | |
| 2 | CRM |
Salesforce, Inc.
|
4,023 | $750,973 | |
| 3 | SHOP |
Shopify Inc.
|
2,878 | $341,388 | |
| 4 | ADBE |
Adobe Inc.
|
1,344 | $326,699 | |
| 5 | INTU |
Intuit Inc.
|
648 | $280,182 | |
| 6 | DOCU |
Docusign, Inc.
|
5,000 | $237,050 | |
| 7 | ADP |
Automatic Data Processing Inc
This page
|
1,152 | $234,063 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,220 | $232,101 |
All Filings in ADP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,063 | 1,152 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $321,537 | 1,250 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $366,875 | 1,250 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $869,379 | 2,819 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $695,997 | 2,278 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $666,838 | 2,278 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $803,347 | 2,903 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $686,949 | 2,878 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $732,487 | 2,933 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $667,692 | 2,866 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $689,502 | 2,866 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $752,341 | 3,423 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $633,827 | 2,847 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $763,635 | 3,197 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $723,129 | 3,197 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $671,497 | 3,197 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $370,207 | 1,627 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $401,185 | 1,627 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $325,269 | 1,627 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $263,568 | 1,327 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||