Perigon Wealth Management, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1575239
SAN FRANCISCO, CA
Position in ADP
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$3,823,847
-$969,634 QoQ
Shares Held
18,820
+1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Perigon Wealth Management, LLC holds $36,800,075 across 28 Software - Application names. ADP ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
37,804 | $7,056,872 | |
| 2 | NOW |
ServiceNow, Inc.
|
53,730 | $5,617,471 | |
| 3 | UBER |
Uber Technologies, Inc
|
58,981 | $4,242,503 | |
| 4 | ADP |
Automatic Data Processing Inc
This page
|
18,820 | $3,823,847 | |
| 5 | SAP |
Sap SE
|
12,190 | $2,087,049 | |
| 6 | INTU |
Intuit Inc.
|
4,349 | $1,880,420 | |
| 7 | SNOW |
Snowflake Inc.
|
8,304 | $1,252,409 | |
| 8 | ADBE |
Adobe Inc.
|
4,708 | $1,144,420 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,823,847 | 18,820 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,793,481 | 18,635 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,806,017 | 19,782 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,238,315 | 20,228 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,370,910 | 30,671 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,052,967 | 30,926 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $6,417,922 | 23,192 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,553,838 | 23,268 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,796,465 | 23,210 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,511,697 | 19,366 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,646,321 | 19,313 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $4,272,497 | 19,439 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,058,990 | 18,232 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,531,651 | 18,972 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $3,608,409 | 15,953 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $3,256,460 | 15,504 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,344,155 | 14,697 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,735,193 | 15,148 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,808,676 | 14,049 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,781,077 | 14,002 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,630,287 | 13,956 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,439,136 | 13,843 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,914,360 | 13,724 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,921,872 | 12,908 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,763,718 | 12,904 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||