Position in ADP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,874,845
+$1,446,693 QoQ
Shares Held
12,837
+82.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#732
of 2,277 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IEQ CAPITAL, LLC holds $711,692,728 across 79 Software - Application names. ADP ranks #32 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
414,553 | $105,503,738 | |
| 2 | DDOG |
Datadog, Inc.
|
250,859 | $65,313,648 | |
| 3 | CRM |
Salesforce, Inc.
|
400,588 | $62,756,115 | |
| 4 | TEAM |
Atlassian Corp
|
621,954 | $48,381,800 | |
| 5 | CHYM |
Chime Financial, Inc.
|
2,291,398 | $46,927,831 | |
| 6 | UPBD |
Upbound Group, Inc.
|
1,770,257 | $37,564,853 | |
| 7 | ZM |
Zoom Communications, Inc.
|
314,566 | $27,150,191 | |
| 8 | WLTH |
Wealthfront Corp
|
2,763,569 | $24,706,306 |
All Filings in ADP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,874,845 | 12,837 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,428,152 | 7,029 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,839,708 | 7,152 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,332,353 | 14,761 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,509,900 | 11,381 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $9,483,039 | 31,038 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $5,201,518 | 17,769 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $7,062,702 | 25,522 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,703,974 | 23,897 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,399,128 | 21,619 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $4,751,422 | 20,395 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,605,662 | 19,144 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,021,716 | 18,298 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $4,099,508 | 18,414 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $6,000,878 | 25,123 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $5,411,142 | 23,923 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $3,695,022 | 17,592 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,112,747 | 13,680 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,961,671 | 12,011 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,082,565 | 10,417 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $1,784,997 | 8,987 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,286,872 | 6,828 | Shares | Other | 2021-05-04 | |
| 2020-09-30 | $867,348 | 6,218 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $946,939 | 6,360 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,224,652 | 8,960 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||