Foundations Investment Advisors, LLC
EndowmentPosition in ADP — Automatic Data Processing Inc
CIK 1743404
PHOENIX, AZ
Position in ADP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,793,838
+$319,972 QoQ
Shares Held
8,010
+10.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#918
of 2,267 holders
Holding Since
Mar 2022
18 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, 2026Foundations Investment Advisors, LLC holds $58,878,522 across 15 Software - Application names. ADP ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
318,171 | $27,658,604 | |
| 2 | CRM |
Salesforce, Inc.
|
116,388 | $18,233,342 | |
| 3 | NOW |
ServiceNow, Inc.
|
35,958 | $3,569,910 | |
| 4 | ADBE |
Adobe Inc.
|
8,926 | $1,830,008 | |
| 5 | ADP |
Automatic Data Processing Inc
This page
|
8,010 | $1,793,838 | |
| 6 | SHOP |
Shopify Inc.
|
13,858 | $1,582,306 | |
| 7 | UBER |
Uber Technologies, Inc
|
13,293 | $959,222 | |
| 8 | SNOW |
Snowflake Inc.
|
2,476 | $630,142 |
All Filings in ADP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793,838 | 8,010 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,473,866 | 7,254 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $1,839,965 | 7,153 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,703,767 | 5,805 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,542,616 | 5,002 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,360,219 | 4,452 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,274,839 | 4,355 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,253,310 | 4,529 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,050,952 | 4,403 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,038,918 | 4,160 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $991,520 | 4,256 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,042,192 | 4,332 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $961,581 | 4,375 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $972,002 | 4,366 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $951,618 | 3,984 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $265,999 | 1,176 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $236,925 | 1,128 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $227,767 | 1,001 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||