Position in ADP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,539,901
-$1,216,832 QoQ
Shares Held
7,579
-29.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Wealthspire Advisors, LLC holds $19,198,332 across 18 Software - Application names. ADP ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
35,801 | $6,682,972 | |
| 2 | SHOP |
Shopify Inc.
|
17,623 | $2,090,440 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
7,579 | $1,539,901 | |
| 4 | PAYX |
Paychex Inc
|
14,010 | $1,290,601 | |
| 5 | SNOW |
Snowflake Inc.
|
8,413 | $1,268,848 | |
| 6 | UBER |
Uber Technologies, Inc
|
15,527 | $1,116,857 | |
| 7 | ADBE |
Adobe Inc.
|
4,536 | $1,102,610 | |
| 8 | NOW |
ServiceNow, Inc.
|
7,285 | $761,646 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||