Annex Advisory Services, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1542287
BROOKFIELD, WI
Position in ADP
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$659,980
+$83,762 QoQ
Shares Held
2,947
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,356
of 2,284 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Annex Advisory Services, LLC holds $42,969,250 across 6 Software - Application names. ADP ranks #3 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
525,251 | $37,902,112 | |
| 2 | RDVT |
Red Violet, Inc.
|
46,032 | $2,933,159 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
2,947 | $659,980 | |
| 4 | WDAY |
Workday, Inc.
|
4,826 | $590,798 | |
| 5 | CRM |
Salesforce, Inc.
|
3,664 | $574,002 | |
| 6 | SHOP |
Shopify Inc.
|
2,708 | $309,199 |
All Filings in ADP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,980 | 2,947 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $576,218 | 2,836 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $726,931 | 2,826 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $870,521 | 2,966 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $944,937 | 3,064 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $936,143 | 3,064 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $870,579 | 2,974 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $418,969 | 1,514 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $361,376 | 1,514 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||