Position in ADP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$939,918
+$77,013 QoQ
Shares Held
4,197
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,186
of 2,277 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, 2026LifeSteps Financial, Inc. holds $1,794,626 across 20 Software - Application names. ADP ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
4,197 | $939,918 | |
| 2 | UBER |
Uber Technologies, Inc
|
6,030 | $435,124 | |
| 3 | INTU |
Intuit Inc.
|
465 | $121,365 | |
| 4 | SHOP |
Shopify Inc.
|
720 | $82,209 | |
| 5 | SOUN |
Soundhound Ai, Inc.
|
7,674 | $49,650 | |
| 6 | FICO |
Fair Isaac Corp
|
30 | $35,843 | |
| 7 | CRM |
Salesforce, Inc.
|
196 | $30,705 | |
| 8 | SNOW |
Snowflake Inc.
|
104 | $26,468 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,918 | 4,197 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $862,905 | 4,247 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,092,455 | 4,247 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,251,484 | 4,264 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,315,017 | 4,264 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,302,779 | 4,264 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,248,200 | 4,264 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,184,127 | 4,279 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,021,354 | 4,279 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,068,637 | 4,279 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $996,878 | 4,279 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,029,441 | 4,279 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $940,481 | 4,279 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $958,199 | 4,304 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,028,053 | 4,304 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $973,521 | 4,304 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $782,819 | 3,727 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $848,041 | 3,727 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $925,414 | 3,753 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $773,690 | 3,870 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $768,659 | 3,870 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $729,378 | 3,870 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $681,894 | 3,870 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $539,826 | 3,870 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $596,304 | 4,005 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $547,403 | 4,005 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||