CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in ADP — Automatic Data Processing Inc
CIK 1766904
RICHMOND, VA
Position in ADP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$437,817
-$122,346 QoQ
Shares Held
1,955
-29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,549
of 2,277 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,259,349 across 20 Software - Application names. ADP ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
16,220 | $1,170,430 | |
| 2 | DOCU |
Docusign, Inc.
|
11,795 | $523,932 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
1,955 | $437,817 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,013 | $299,126 | |
| 5 | CRM |
Salesforce, Inc.
|
1,897 | $297,177 | |
| 6 | PAYX |
Paychex Inc
|
2,898 | $284,954 | |
| 7 | IDCC |
InterDigital, Inc.
|
707 | $200,171 | |
| 8 | INTU |
Intuit Inc.
|
720 | $187,920 |
All Filings in ADP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,817 | 1,955 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $560,163 | 2,757 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $716,123 | 2,784 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $803,307 | 2,737 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $828,667 | 2,687 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $780,623 | 2,555 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $717,477 | 2,451 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,486,967 | 8,987 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $2,240,818 | 9,388 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $2,279,872 | 9,129 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $1,935,511 | 8,308 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,777,885 | 7,390 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,421,821 | 6,469 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $993,152 | 4,461 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,135,779 | 4,755 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,122,354 | 4,962 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $939,929 | 4,475 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $571,125 | 2,510 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $627,792 | 2,546 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $589,764 | 2,950 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $537,664 | 2,707 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $303,248 | 1,609 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $434,861 | 2,468 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $499,513 | 3,581 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||