Position in ADP
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$885,458
-$175,615 QoQ
Shares Held
4,358
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Joel Isaacson & Co., LLC holds $5,253,553 across 8 Software - Application names. ADP ranks #4 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
14,815 | $1,065,642 | |
| 2 | CRM |
Salesforce, Inc.
|
5,526 | $1,031,538 | |
| 3 | ADSK |
Autodesk, Inc.
|
3,894 | $932,223 | |
| 4 | ADP |
Automatic Data Processing Inc
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|
4,358 | $885,458 | |
| 5 | LSPD |
Lightspeed Commerce Inc.
|
69,286 | $620,802 | |
| 6 | SAP |
Sap SE
|
1,708 | $292,426 | |
| 7 | ADBE |
Adobe Inc.
|
903 | $219,501 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,970 | $205,963 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||