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Equibles

Dakota Wealth Management

Position in ADP — Automatic Data Processing Inc

CIK 1631353 PALM BEACH GARDENS, FL
Back to ADP Full portfolio

Position in ADP

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$12,203,707
+$11,481,199 QoQ
Shares Held
54,493
+1432.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#362
of 2,284 holders
Holding Since
Mar 2020
20 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, 2026

Dakota Wealth Management holds $37,235,822 across 16 Software - Application names. ADP ranks #1 (32.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ADP
Automatic Data Processing Inc
This page 		54,493 $12,203,707
2 CRM
Salesforce, Inc.
 58,961 $9,236,830
3 PAYX
Paychex Inc
 47,839 $4,704,008
4 UBER
Uber Technologies, Inc
 46,392 $3,347,646
5 CDNS
Cadence Design Systems Inc
 5,741 $2,154,712
6 CVLT
Commvault Systems Inc
 5,946 $842,726
7 DT
Dynatrace, Inc.
 18,409 $808,339
8 DOCU
Docusign, Inc.
 17,563 $780,148

All Filings in ADP

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $12,203,707 54,493
2026-03-31 $722,508 3,556
2025-12-31 $944,291 3,671
2025-09-30 $781,884 2,664
2025-06-30 $894,976 2,902
2025-03-31 $879,315 2,878
2024-12-31 $953,714 3,258
2024-09-30 $910,441 3,290
2024-06-30 $791,496 3,316
2024-03-31 $831,384 3,329
2023-12-31 $829,373 3,560
2023-09-30 $792,229 3,293
2023-06-30 $726,844 3,307
2023-03-31 $736,236 3,307
2022-12-31 $719,445 3,012
2022-09-30 $643,962 2,847
2022-06-30 $575,719 2,741
2022-03-31 $571,580 2,512
2020-06-30 $335,597 2,254
2020-03-31 $768,414 5,622