Position in ADP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$23,232,617
-$4,256,781 QoQ
Shares Held
114,345
+7.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 91.35066116280697.ToString("F0")%
Shared 0.ToString("F0")%
None 8.649338837193032.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $106,704,311 across 35 Software - Application names. ADP ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
114,345 | $23,232,617 | |
| 2 | CRM |
Salesforce, Inc.
|
116,293 | $21,708,414 | |
| 3 | INTU |
Intuit Inc.
|
35,794 | $15,476,609 | |
| 4 | ADBE |
Adobe Inc.
|
63,094 | $15,336,889 | |
| 5 | SNOW |
Snowflake Inc.
|
46,585 | $7,025,949 | |
| 6 | UBER |
Uber Technologies, Inc
|
70,594 | $5,077,826 | |
| 7 | SHOP |
Shopify Inc.
|
21,248 | $2,520,437 | |
| 8 | NOW |
ServiceNow, Inc.
|
23,124 | $2,417,614 |
All Filings in ADP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,232,617 | 114,345 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,489,398 | 106,867 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $7,644,310 | 24,787 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,189,120 | 23,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,582,619 | 22,487 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,571,681 | 20,134 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,632,495 | 19,408 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,860,231 | 15,457 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,385,520 | 14,532 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $3,077,739 | 12,793 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,660,073 | 7,553 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,216,558 | 14,448 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $5,147,433 | 21,550 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $4,616,537 | 20,410 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,536,022 | 7,313 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,032,804 | 4,539 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,164,104 | 4,721 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $928,828 | 4,646 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $879,092 | 4,426 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $888,259 | 4,713 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $751,845 | 4,267 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $586,136 | 4,202 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $657,051 | 4,413 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $682,989 | 4,997 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||