Position in ADP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$973,510
+$88,052 QoQ
Shares Held
4,347
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,176
of 2,282 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Joel Isaacson & Co., LLC holds $5,480,599 across 10 Software - Application names. ADP ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
15,780 | $1,138,684 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
4,347 | $973,510 | |
| 3 | CRM |
Salesforce, Inc.
|
5,290 | $828,731 | |
| 4 | LSPD |
Lightspeed Commerce Inc.
|
69,286 | $726,810 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,647 | $709,049 | |
| 6 | SAP |
Sap SE
|
1,733 | $267,072 | |
| 7 | SHOP |
Shopify Inc.
|
2,226 | $254,164 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,445 | $242,739 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,510 | 4,347 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $885,458 | 4,358 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,061,073 | 4,125 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,216,264 | 4,144 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,278,009 | 4,144 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,265,810 | 4,143 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,212,780 | 4,143 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,164,203 | 4,207 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $959,772 | 4,021 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,320,625 | 5,288 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,223,325 | 5,251 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,251,016 | 5,200 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,128,621 | 5,135 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,012,075 | 4,546 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,059,105 | 4,434 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,032,104 | 4,563 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $960,512 | 4,573 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,211,878 | 5,326 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,313,285 | 5,326 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,068,972 | 5,347 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,059,240 | 5,333 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,005,110 | 5,333 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $812,810 | 4,613 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $646,536 | 4,635 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $686,829 | 4,613 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $624,764 | 4,571 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||