Position in ADP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,885,819
+$1,345,918 QoQ
Shares Held
12,886
+70.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#733
of 2,284 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, 2026Wealthspire Advisors, LLC holds $33,858,836 across 19 Software - Application names. ADP ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
38,180 | $5,981,278 | |
| 2 | UBER |
Uber Technologies, Inc
|
75,428 | $5,442,884 | |
| 3 | NOW |
ServiceNow, Inc.
|
52,188 | $5,181,224 | |
| 4 | SHOP |
Shopify Inc.
|
44,716 | $5,105,672 | |
| 5 | ADP |
Automatic Data Processing Inc
This page
|
12,886 | $2,885,819 | |
| 6 | MSTR |
Strategy Inc
|
21,715 | $1,887,684 | |
| 7 | PAYX |
Paychex Inc
|
13,969 | $1,373,571 | |
| 8 | INTU |
Intuit Inc.
|
4,783 | $1,248,363 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,885,819 | 12,886 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,539,901 | 7,579 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,756,733 | 10,717 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,610,682 | 8,895 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,878,914 | 9,335 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,841,123 | 9,299 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,875,194 | 9,822 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,852,256 | 10,307 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,320,066 | 9,720 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,662,519 | 6,657 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,716,057 | 7,366 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,139,627 | 4,737 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $701,130 | 3,190 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $802,803 | 3,606 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,243,266 | 5,205 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $778,093 | 3,440 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $710,355 | 3,382 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $419,356 | 1,843 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $942,428 | 3,822 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $993,402 | 4,969 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $403,397 | 2,031 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,530,376 | 8,120 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,146,885 | 6,509 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $879,344 | 6,304 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,737,546 | 11,670 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,944,956 | 14,230 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||