Fermata Advisors, LLC

Position in ADP — Automatic Data Processing Inc

CIK 1859259 SONOMA, CA

Position in ADP

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$266,276

+$65,331 QoQ

Shares Held

1,189

+20.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,829

of 2,277 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Fermata Advisors, LLC holds $1,026,460 across 4 Software - Application names. ADP ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBTA	Ibotta, Inc.	8,546	$291,931
2	ADP	Automatic Data Processing Inc This page	1,189	$266,276
3	NOW	ServiceNow, Inc.	2,535	$251,674
4	SNOW	Snowflake Inc.	851	$216,579

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,276	1,189	+20.2%	Shares	Sole	2026-07-07
2026-03-31	$200,945	989	+2.1%	Shares	Sole	2026-04-08
2025-12-31	$249,255	969	+0.5%	Shares	Sole	2026-01-08
2025-09-30	$282,934	964	-2.7%	Shares	Sole	2025-10-09
2025-06-30	$305,624	991	+37.3%	Shares	Sole	2025-07-09
2025-03-31	$220,592	722	-9.1%	Shares	Sole	2025-04-10
2024-12-31	$232,427	794	+4.3%	Shares	Sole	2025-01-15
2024-09-30	$210,591	761	-40.6%	Shares	Sole	2024-10-09
2022-03-31	$291,478	1,281	+41.9%	Shares	Sole	2022-04-22
2021-12-31	$222,661	903	-11.6%	Shares	Sole	2022-02-02
2021-09-30	$204,318	1,022	-4.5%	Shares	Sole	2021-10-29
2021-06-30	$212,523	1,070	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.