Transamerica Financial Advisors, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in ADP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,027,887
+$160,508 QoQ
Shares Held
5,059
+50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Transamerica Financial Advisors, LLC holds $16,488,922 across 70 Software - Application names. ADP ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
31,386 | $3,723,007 | |
| 2 | UBER |
Uber Technologies, Inc
|
50,246 | $3,614,194 | |
| 3 | NOW |
ServiceNow, Inc.
|
30,029 | $3,139,531 | |
| 4 | DT |
Dynatrace, Inc.
|
82,791 | $3,061,611 | |
| 5 | ADP |
Automatic Data Processing Inc
This page
|
5,059 | $1,027,887 | |
| 6 | INTU |
Intuit Inc.
|
632 | $273,264 | |
| 7 | ADBE |
Adobe Inc.
|
1,010 | $245,510 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
2,920 | $197,304 |
All Filings in ADP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,027,887 | 5,059 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $867,379 | 3,372 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $992,617 | 3,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $931,059 | 3,019 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,029,941 | 3,371 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $976,547 | 3,336 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $994,290 | 3,593 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $900,812 | 3,607 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $739 | 3 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $799 | 4 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $794 | 4 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $753 | 4 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $14,740 | 99 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||