Position in ADP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,484,501
+$903,152 QoQ
Shares Held
11,094
+42.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#795
of 2,282 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Arkadios Wealth Advisors holds $65,909,164 across 27 Software - Application names. ADP ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
159,935 | $11,540,908 | |
| 2 | PAYX |
Paychex Inc
|
97,779 | $9,614,608 | |
| 3 | CRM |
Salesforce, Inc.
|
50,708 | $7,943,914 | |
| 4 | ADBE |
Adobe Inc.
|
24,288 | $4,979,525 | |
| 5 | NOW |
ServiceNow, Inc.
|
45,084 | $4,475,939 | |
| 6 | RNG |
RingCentral, Inc.
|
109,456 | $4,266,594 | |
| 7 | SNOW |
Snowflake Inc.
|
12,002 | $3,054,508 | |
| 8 | OTEX |
Open Text Corp
|
134,544 | $2,980,148 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,484,501 | 11,094 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,581,349 | 7,783 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,165,362 | 8,418 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,242,633 | 7,641 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,501,123 | 8,110 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,757,102 | 5,751 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,464,528 | 5,003 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,309,763 | 4,733 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,137,835 | 4,767 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,032,425 | 4,134 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $956,108 | 4,104 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $969,056 | 4,028 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $703,987 | 3,203 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $834,417 | 3,748 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $650,415 | 2,723 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $603,248 | 2,667 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $478,681 | 2,279 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $434,146 | 1,908 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $383,185 | 1,554 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $238,704 | 1,194 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $225,433 | 1,135 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $150,022 | 796 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $86,338 | 490 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $57,888 | 415 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $68,042 | 457 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,251 | 75 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||