Position in ADP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$52,404
+$48,747 QoQ
Shares Held
234
+1200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,103
of 2,277 holders
Holding Since
Mar 2022
13 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, 2026Crewe Advisors LLC holds $2,295,135 across 36 Software - Application names. ADP ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
8,571 | $978,636 | |
| 2 | CRM |
Salesforce, Inc.
|
1,274 | $199,584 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,479 | $178,884 | |
| 4 | ADSK |
Autodesk, Inc.
|
659 | $128,122 | |
| 5 | PERF |
Perfect Corp.
|
65,740 | $109,128 | |
| 6 | NRDY |
Nerdy Inc.
|
6,807 | $93,530 | |
| 7 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 8 | TRAK |
ReposiTrak, Inc.
|
8,000 | $72,000 |
All Filings in ADP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,404 | 234 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,657 | 18 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,057 | 8 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $925 | 3 | Shares | Sole | 2025-07-30 | |
| 2024-09-30 | $27,119 | 98 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $26,733 | 112 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $32,965 | 132 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $659 | 3 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $11,131 | 50 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,051 | 130 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $70,118 | 310 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $49,989 | 238 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $28,442 | 125 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||