OneDigital Investment Advisors LLC
Position in ADP — Automatic Data Processing Inc
CIK 1690370
OVERLAND PARK, KS
Position in ADP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,850,722
-$62,014 QoQ
Shares Held
8,264
-12.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#909
of 2,277 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)
Derivatives in ADP
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$176,200
PutShares
1,000
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, 2026OneDigital Investment Advisors LLC holds $32,638,255 across 22 Software - Application names. ADP ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
100,628 | $9,990,347 | |
| 2 | PAYX |
Paychex Inc
|
48,723 | $4,790,932 | |
| 3 | UBER |
Uber Technologies, Inc
|
35,220 | $2,541,475 | |
| 4 | ADP |
Automatic Data Processing Inc
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|
8,264 | $1,850,722 | |
| 5 | SHOP |
Shopify Inc.
|
15,988 | $1,825,509 | |
| 6 | WK |
Workiva Inc
|
35,994 | $1,746,068 | |
| 7 | ADBE |
Adobe Inc.
|
7,421 | $1,521,453 | |
| 8 | CRM |
Salesforce, Inc.
|
8,824 | $1,382,367 |
All Filings in ADP
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,850,722 | 8,264 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,912,736 | 9,414 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,972,917 | 42,658 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,727,040 | 43,363 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,299,750 | 43,125 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,211,422 | 43,241 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $12,979,062 | 44,338 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,263,843 | 44,317 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,670,636 | 44,705 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $11,087,706 | 44,397 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,222,723 | 43,880 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,666,595 | 44,337 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,602,625 | 43,690 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,413,909 | 42,285 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,296,538 | 43,107 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,523,389 | 6,735 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,277,253 | 6,081 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,215,973 | 5,344 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $837,632 | 3,397 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $627,348 | 3,138 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $619,893 | 3,121 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $450,066 | 2,388 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $176,200 | 1,000 | Put | Sole | 2021-02-08 | |
| 2020-12-31 | $292,492 | 1,660 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $322,361 | 2,311 | Shares | Sole | 2020-10-09 | |
| 2020-09-30 | $6,000 | 1,000 | Put | Sole | 2020-10-09 | |
| 2020-06-30 | $546,277 | 3,669 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $512,686 | 3,751 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||