Sequoia Financial Advisors, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1599900
Akron, OH
Position in ADP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,949,421
+$490,131 QoQ
Shares Held
13,170
+8.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#724
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)
Derivatives in ADP
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$58,700
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $99,948,699 across 55 Software - Application names. ADP ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
191,112 | $29,939,605 | |
| 2 | SNOW |
Snowflake Inc.
|
39,598 | $10,077,691 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
16,776 | $6,296,368 | |
| 4 | UBER |
Uber Technologies, Inc
|
61,439 | $4,433,438 | |
| 5 | DT |
Dynatrace, Inc.
|
100,563 | $4,415,721 | |
| 6 | NOW |
ServiceNow, Inc.
|
36,290 | $3,602,871 | |
| 7 | ROP |
Roper Technologies Inc
|
10,295 | $3,483,725 | |
| 8 | ADBE |
Adobe Inc.
|
16,753 | $3,434,700 |
All Filings in ADP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,949,421 | 13,170 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,459,290 | 12,104 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,318,267 | 12,900 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,035,083 | 10,341 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $58,700 | 200 | Put | Sole | 2025-10-29 | |
| 2025-06-30 | $3,685,071 | 11,949 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,101,129 | 10,150 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,031,219 | 10,355 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $2,471,752 | 8,932 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,911,906 | 8,010 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,926,993 | 7,716 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,352,671 | 14,391 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,563,048 | 6,497 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,394,567 | 6,345 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,387,207 | 6,231 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,545,901 | 6,472 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,215,092 | 5,372 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,176,854 | 5,603 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,167,052 | 5,129 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,035,882 | 4,201 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $241,903 | 1,210 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $888,228 | 4,472 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $760,287 | 4,034 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $729,115 | 4,138 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $475,939 | 3,412 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $718,692 | 4,827 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $552,050 | 4,039 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||