Position in ADP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,896,259
-$6,860,254 QoQ
Shares Held
142,220
+2.3% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.0014062719729995782.ToString("F0")%
Shared 0.ToString("F0")%
None 99.998593728027.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Allworth Financial LP holds $70,024,948 across 138 Software - Application names. ADP ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
142,220 | $28,896,259 | |
| 2 | CRM |
Salesforce, Inc.
|
51,682 | $9,647,478 | |
| 3 | INTU |
Intuit Inc.
|
6,944 | $3,002,446 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
10,238 | $2,844,833 | |
| 5 | SNOW |
Snowflake Inc.
|
18,401 | $2,775,238 | |
| 6 | NOW |
ServiceNow, Inc.
|
24,897 | $2,602,981 | |
| 7 | UBER |
Uber Technologies, Inc
|
35,612 | $2,561,571 | |
| 8 | SHOP |
Shopify Inc.
|
21,101 | $2,503,000 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,896,259 | 142,220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,756,513 | 139,006 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $40,800,609 | 139,014 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $34,919,206 | 113,227 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $33,461,034 | 109,518 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $30,663,174 | 104,749 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $28,930,737 | 104,545 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $25,077,964 | 105,065 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,816,109 | 7,272 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,688,333 | 7,247 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,656,633 | 6,886 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,502,923 | 6,838 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,289,027 | 5,790 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,402,346 | 5,871 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,199,259 | 5,302 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,054,820 | 5,022 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $543,365 | 2,388 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $635,683 | 2,578 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $465,013 | 2,326 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $146,184 | 736 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $331,141 | 1,757 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $284,386 | 1,614 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $225,415 | 1,616 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $240,457 | 1,615 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $220,601 | 1,614 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||