Dakota Wealth Management
Position in ADP — Automatic Data Processing Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in ADP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$722,508
-$221,783 QoQ
Shares Held
3,556
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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, 2026Dakota Wealth Management holds $11,517,589 across 14 Software - Application names. ADP ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
30,088 | $2,164,229 | |
| 2 | CRM |
Salesforce, Inc.
|
9,666 | $1,804,352 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
5,932 | $1,648,324 | |
| 4 | ADBE |
Adobe Inc.
|
3,704 | $900,368 | |
| 5 | DOCU |
Docusign, Inc.
|
18,058 | $856,129 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,901 | $826,049 | |
| 7 | SHOP |
Shopify Inc.
|
6,440 | $763,912 | |
| 8 | ADP |
Automatic Data Processing Inc
This page
|
3,556 | $722,508 |
All Filings in ADP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $722,508 | 3,556 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $944,291 | 3,671 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $781,884 | 2,664 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $894,976 | 2,902 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $879,315 | 2,878 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $953,714 | 3,258 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $910,441 | 3,290 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $791,496 | 3,316 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $831,384 | 3,329 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $829,373 | 3,560 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $792,229 | 3,293 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $726,844 | 3,307 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $736,236 | 3,307 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $719,445 | 3,012 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $643,962 | 2,847 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $575,719 | 2,741 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $571,580 | 2,512 | Shares | Sole | 2022-05-13 | |
| 2020-06-30 | $335,597 | 2,254 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $768,414 | 5,622 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||