Position in ADP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$274,338
+$25,443 QoQ
Shares Held
1,225
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,807
of 2,277 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Perennial Advisors, LLC holds $483,602 across 2 Software - Application names. ADP ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
1,225 | $274,338 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,900 | $209,264 |
All Filings in ADP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,338 | 1,225 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $248,895 | 1,225 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $318,965 | 1,240 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $390,355 | 1,330 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $410,172 | 1,330 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $409,410 | 1,340 | Shares | Sole | 2025-04-14 | |
| 2024-06-30 | $343,713 | 1,440 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $375,858 | 1,505 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $373,916 | 1,605 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $410,188 | 1,705 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $502,220 | 2,285 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $508,709 | 2,285 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $418,005 | 1,750 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $395,832 | 1,750 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $375,971 | 1,790 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $407,296 | 1,790 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $466,036 | 1,890 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $17,875 | 90 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,962 | 90 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||