Marshall Financial Group, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1841496 Hunt Valley, MD

Position in ADP

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$664,804

-$159,103 QoQ

Shares Held

3,272

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Marshall Financial Group, LLC holds $3,126,090 across 5 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	IDCC	InterDigital, Inc.	3,238	$916,774
2	PEGA	Pegasystems Inc	28,842	$864,394
3	CDNS	Cadence Design Systems Inc	1,670	$626,784
4	UBER	Uber Technologies, Inc	7,088	$511,470
5	ADSK	Autodesk, Inc.	1,063	$206,668

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$664,804	3,272	+2.2%	Shares	Sole	2026-04-13
2025-12-31	$823,907	3,203	+297.9%	Shares	Sole	2026-01-09
2024-12-31	$235,647	805	+8.2%	Shares	Sole	2025-01-21
2024-09-30	$205,887	744	-43.1%	Shares	Sole	2024-10-16
2024-03-31	$326,659	1,308	-17.4%	Shares	Sole	2024-04-19
2023-12-31	$369,024	1,584	-79.3%	Shares	Sole	2024-01-10
2023-09-30	$1,839,715	7,647	-2.0%	Shares	Sole	2023-10-19
2023-06-30	$1,714,801	7,802	+2.6%	Shares	Sole	2023-07-17
2023-03-31	$1,693,546	7,607	+3.3%	Shares	Sole	2023-04-18
2022-12-31	$1,759,442	7,366	-4.7%	Shares	Sole	2023-02-01
2022-09-30	$1,748,901	7,732	+1.4%	Shares	Sole	2022-10-12
2022-06-30	$1,600,924	7,622	+11.9%	Shares	Sole	2022-07-25
2022-03-31	$1,549,319	6,809	+4.1%	Shares	Sole	2022-05-10
2021-12-31	$1,612,879	6,541	-0.1%	Shares	Sole	2022-01-27
2021-09-30	$1,309,076	6,548	+6.5%	Shares	Sole	2021-10-28
2021-06-30	$1,220,917	6,147	-21.3%	Shares	Sole	2021-07-14
2021-03-31	$1,471,196	7,806	+5.8%	Shares	Sole	2021-04-20
2020-12-31	$1,300,179	7,379	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.