Robertson Stephens Wealth Management, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1767307
San Francisco, CA
Position in ADP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$476,341
+$37,270 QoQ
Shares Held
2,127
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,504
of 2,277 holders
Holding Since
Dec 2020
23 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, 2026Robertson Stephens Wealth Management, LLC holds $10,124,379 across 11 Software - Application names. ADP ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNG |
RingCentral, Inc.
|
63,981 | $2,493,979 | |
| 2 | UBER |
Uber Technologies, Inc
|
33,732 | $2,434,101 | |
| 3 | CRM |
Salesforce, Inc.
|
14,817 | $2,321,231 | |
| 4 | ADBE |
Adobe Inc.
|
2,433 | $498,813 | |
| 5 | ADP |
Automatic Data Processing Inc
This page
|
2,127 | $476,341 | |
| 6 | DDOG |
Datadog, Inc.
|
1,634 | $425,428 | |
| 7 | MSTR |
Strategy Inc
|
4,876 | $423,870 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,595 | $356,911 |
All Filings in ADP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,341 | 2,127 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $439,071 | 2,161 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $553,816 | 2,153 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $635,427 | 2,165 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $695,750 | 2,256 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $644,362 | 2,109 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $614,733 | 2,100 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $577,812 | 2,088 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $653,771 | 2,739 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $628,595 | 2,517 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $614,807 | 2,639 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $602,171 | 2,503 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $559,365 | 2,545 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $573,717 | 2,577 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $335,120 | 1,403 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $312,594 | 1,382 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $283,974 | 1,352 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $310,137 | 1,363 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $335,595 | 1,361 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $225,509 | 1,128 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $289,389 | 1,457 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $336,984 | 1,788 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $221,307 | 1,256 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||