Position in ADP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,266,695
+$431,876 QoQ
Shares Held
19,052
+0.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#602
of 2,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $82,314,935 across 34 Software - Application names. ADP ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
134,727 | $21,106,331 | |
| 2 | NOW |
ServiceNow, Inc.
|
110,680 | $10,988,310 | |
| 3 | ADBE |
Adobe Inc.
|
28,373 | $5,817,032 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
80,543 | $5,576,797 | |
| 5 | INTU |
Intuit Inc.
|
20,135 | $5,255,235 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
13,627 | $5,114,485 | |
| 7 | ADP |
Automatic Data Processing Inc
This page
|
19,052 | $4,266,695 | |
| 8 | ROP |
Roper Technologies Inc
|
10,865 | $3,676,607 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,266,695 | 19,052 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,834,819 | 18,874 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,933,928 | 19,181 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,360,823 | 14,858 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,249,443 | 13,779 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,265,198 | 13,960 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,513,052 | 12,001 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,800,128 | 6,505 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,560,077 | 6,536 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,320,625 | 5,288 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,035,317 | 4,444 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $849,006 | 3,529 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $717,834 | 3,266 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $501,361 | 2,252 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $544,361 | 2,279 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $495,356 | 2,190 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $403,486 | 1,921 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $449,846 | 1,977 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $478,118 | 1,939 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $393,242 | 1,967 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $374,795 | 1,887 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $355,454 | 1,886 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $328,789 | 1,866 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $253,871 | 1,820 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $249,986 | 1,679 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $226,752 | 1,659 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||