MISSION WEALTH MANAGEMENT, LP
Position in ADP — Automatic Data Processing Inc
CIK 1645382
Santa Barbara, CA
Position in ADP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,292,420
+$6,913,641 QoQ
Shares Held
37,028
+445.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#447
of 2,277 holders
Holding Since
Dec 2020
23 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 Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$65,937
PutShares
300
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, 2026MISSION WEALTH MANAGEMENT, LP holds $37,641,380 across 27 Software - Application names. ADP ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
37,028 | $8,292,420 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
12,056 | $4,524,857 | |
| 3 | CRM |
Salesforce, Inc.
|
17,471 | $2,737,006 | |
| 4 | SHOP |
Shopify Inc.
|
23,152 | $2,643,495 | |
| 5 | NOW |
ServiceNow, Inc.
|
26,193 | $2,600,441 | |
| 6 | INTU |
Intuit Inc.
|
8,949 | $2,335,689 | |
| 7 | APPF |
Appfolio Inc
|
14,067 | $2,255,643 | |
| 8 | ADBE |
Adobe Inc.
|
7,340 | $1,504,846 |
All Filings in ADP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,292,420 | 37,028 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,378,779 | 6,786 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,778,230 | 6,913 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,698,145 | 9,193 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,432,659 | 7,888 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,306,445 | 7,549 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,368,478 | 8,091 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,284,129 | 8,254 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,052,734 | 8,600 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,188,720 | 8,764 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,048,738 | 8,794 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,063,454 | 8,577 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $65,937 | 300 | Put | Sole | 2023-08-04 | |
| 2023-06-30 | $1,929,975 | 8,781 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,021,257 | 9,079 | Shares | Sole | 2023-04-07 | |
| 2023-03-31 | $66,789 | 300 | Put | Sole | 2023-04-07 | |
| 2022-12-31 | $2,207,544 | 9,242 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,975,543 | 8,734 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,723,168 | 8,204 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,455,800 | 6,398 | Shares | Sole | 2022-04-25 | |
| 2022-03-31 | $204,786 | 900 | Put | Sole | 2022-04-25 | |
| 2021-12-31 | $221,922 | 900 | Put | Sole | 2022-02-11 | |
| 2021-12-31 | $1,480,712 | 6,005 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,206,517 | 6,035 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $370,227 | 1,864 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $258,392 | 1,371 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $253,551 | 1,439 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||