Curated Wealth Partners LLC
Position in ADP — Automatic Data Processing Inc
CIK 1781284
EL SEGUNDO, CA
Position in ADP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$34,699,484
+$34,699,484 QoQ
Shares Held
154,943
Ownership
0.039%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#4
of 205 holders
Holding Since
Mar 2021
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Derivatives in ADP
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$298,933
PutShares
1,197
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Curated Wealth Partners LLC holds $736,635,386 across 26 Software - Application names. ADP ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
527,268 | $197,894,224 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
1,120,357 | $137,859,928 | |
| 3 | CRM |
Salesforce, Inc.
|
672,874 | $105,412,439 | |
| 4 | ADBE |
Adobe Inc.
|
279,696 | $57,343,273 | |
| 5 | DDOG |
Datadog, Inc.
|
207,512 | $54,027,822 | |
| 6 | ADSK |
Autodesk, Inc.
|
233,961 | $45,486,697 | |
| 7 | ADP |
Automatic Data Processing Inc
This page
|
154,943 | $34,699,484 | |
| 8 | INTU |
Intuit Inc.
|
123,040 | $32,113,440 |
All Filings in ADP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,699,484 | 154,943 | Shares | Other | 2026-07-13 | |
| 2024-03-31 | $298,933 | 1,197 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $294,706 | 1,265 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $285,567 | 1,187 | Shares | Other | 2023-10-24 | |
| 2022-03-31 | $201,827 | 887 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $218,716 | 887 | Shares | Other | 2022-02-03 | |
| 2021-03-31 | $202,982 | 1,077 | Shares | Other | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||