Position in ADP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,322,970
+$108,866 QoQ
Shares Held
14,838
-6.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#678
of 2,277 holders
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 Jun 30, 2026Clearstead Trust, LLC holds $6,126,741 across 21 Software - Application names. ADP ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
14,838 | $3,322,970 | |
| 2 | UBER |
Uber Technologies, Inc
|
16,767 | $1,209,906 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,986 | $745,385 | |
| 4 | CRM |
Salesforce, Inc.
|
1,953 | $305,956 | |
| 5 | INTU |
Intuit Inc.
|
982 | $256,302 | |
| 6 | FICO |
Fair Isaac Corp
|
84 | $100,361 | |
| 7 | SAP |
Sap SE
|
268 | $41,301 | |
| 8 | ADSK |
Autodesk, Inc.
|
203 | $39,467 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,322,970 | 14,838 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,214,104 | 15,819 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,178,186 | 16,243 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,062,040 | 13,840 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,263,013 | 13,823 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,417,658 | 14,459 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,279,712 | 14,620 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,627,406 | 23,949 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,661,726 | 23,720 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,546,184 | 26,212 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,382,446 | 27,396 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,041,536 | 29,269 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,705,484 | 21,409 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,624,025 | 20,770 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,216,463 | 21,839 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,807,216 | 21,253 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $125,813 | 599 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $136,296 | 599 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $158,550 | 643 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $128,548 | 643 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $59,586 | 300 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $52,860 | 300 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $41,847 | 300 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $44,667 | 300 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $41,004 | 300 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||