Position in ADP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$534,120
-$23,609 QoQ
Shares Held
2,385
-13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,456
of 2,277 holders
Holding Since
Mar 2020
26 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, 2026Keebeck Wealth Management holds $3,837,689 across 10 Software - Application names. ADP ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,993 | $594,985 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
2,385 | $534,120 | |
| 3 | UBER |
Uber Technologies, Inc
|
6,955 | $501,872 | |
| 4 | CVLT |
Commvault Systems Inc
|
2,712 | $384,371 | |
| 5 | SNOW |
Snowflake Inc.
|
1,504 | $382,768 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
879 | $329,906 | |
| 7 | CRM |
Salesforce, Inc.
|
2,096 | $328,359 | |
| 8 | SAP |
Sap SE
|
1,861 | $286,798 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,120 | 2,385 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $557,729 | 2,745 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $416,455 | 1,619 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $569,390 | 1,940 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $542,167 | 1,758 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $486,709 | 1,593 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $521,352 | 1,781 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $492,856 | 1,781 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $425,106 | 1,781 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $532,445 | 2,132 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $496,692 | 2,132 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $512,916 | 2,132 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $468,592 | 2,132 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $474,647 | 2,132 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $509,249 | 2,132 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $479,975 | 2,122 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $446,545 | 2,126 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,073,344 | 9,112 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,246,836 | 9,112 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,821,671 | 9,112 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,809,825 | 9,112 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,717,338 | 9,112 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,605,534 | 9,112 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,271,032 | 9,112 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,356,685 | 9,112 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,245,428 | 9,112 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||