Ascentis Independent Advisors
Position in ADP — Automatic Data Processing Inc
CIK 1845003
DALLAS, TX
Position in ADP
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$498,396
-$112,010 QoQ
Shares Held
2,453
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Ascentis Independent Advisors holds $11,316,652 across 37 Software - Application names. ADP ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
19,518 | $3,643,421 | |
| 2 | UBER |
Uber Technologies, Inc
|
30,918 | $2,223,927 | |
| 3 | PAYX |
Paychex Inc
|
11,155 | $1,027,597 | |
| 4 | SAP |
Sap SE
|
4,061 | $695,282 | |
| 5 | SHOP |
Shopify Inc.
|
4,756 | $564,153 | |
| 6 | ADP |
Automatic Data Processing Inc
This page
|
2,453 | $498,396 | |
| 7 | NOW |
ServiceNow, Inc.
|
4,413 | $461,374 | |
| 8 | INTU |
Intuit Inc.
|
962 | $415,946 |
All Filings in ADP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $498,396 | 2,453 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $610,406 | 2,373 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $517,147 | 1,762 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $539,700 | 1,750 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $543,537 | 1,779 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $488,326 | 1,765 | Shares | Sole | 2024-10-29 | |
| 2021-09-30 | $339,664 | 1,699 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $362,878 | 1,827 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $258,203 | 1,370 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||