Position in ADP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$229,100
+$146,739 QoQ
Shares Held
1,023
+134.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,909
of 2,277 holders
Holding Since
Jun 2020
3 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, 2026RMR Wealth Builders holds $10,479,083 across 11 Software - Application names. ADP ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
52,150 | $3,763,144 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
6,519 | $2,446,711 | |
| 3 | CRM |
Salesforce, Inc.
|
9,173 | $1,437,042 | |
| 4 | SHOP |
Shopify Inc.
|
7,543 | $861,259 | |
| 5 | GWRE |
Guidewire Software, Inc.
|
3,559 | $437,934 | |
| 6 | DOCU |
Docusign, Inc.
|
9,108 | $404,577 | |
| 7 | TYL |
Tyler Technologies Inc
|
1,020 | $298,309 | |
| 8 | INTU |
Intuit Inc.
|
1,033 | $269,613 |
All Filings in ADP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,100 | 1,023 | Shares | Sole | 2026-07-24 | |
| 2021-03-31 | $82,361 | 437 | Shares | Sole | 2021-05-13 | |
| 2020-06-30 | $47,198 | 317 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||