Dynamic Advisor Solutions LLC
Position in ADP — Automatic Data Processing Inc
CIK 1599747
PHOENIX, AZ
Position in ADP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$737,467
-$65,094 QoQ
Shares Held
3,293
-16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,291
of 2,277 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, 2026Dynamic Advisor Solutions LLC holds $16,705,372 across 16 Software - Application names. ADP ranks #9 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
21,591 | $3,382,446 | |
| 2 | INTU |
Intuit Inc.
|
12,571 | $3,281,031 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,645 | $1,743,361 | |
| 4 | ADBE |
Adobe Inc.
|
5,149 | $1,055,647 | |
| 5 | ROP |
Roper Technologies Inc
|
2,800 | $947,492 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,019 | $939,451 | |
| 7 | RSSS |
Research Solutions, Inc.
|
365,599 | $848,189 | |
| 8 | MSTR |
Strategy Inc
|
9,266 | $805,493 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,467 | 3,293 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $802,561 | 3,950 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,787,748 | 6,950 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,229,132 | 7,595 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,309,916 | 7,490 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,240,451 | 7,333 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,223,869 | 7,597 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,280,808 | 8,242 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,981,843 | 8,303 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,038,877 | 8,164 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,444,787 | 10,494 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,435,150 | 10,122 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,052,618 | 9,339 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,008,567 | 9,022 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,110,328 | 8,835 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,532,889 | 6,777 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,407,898 | 6,703 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,600,743 | 7,035 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,493,781 | 6,058 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,293,482 | 6,470 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,234,820 | 6,217 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,125,165 | 5,970 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,033,413 | 5,865 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $810,018 | 5,807 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $902,571 | 6,062 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $830,604 | 6,077 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||