AXXCESS WEALTH MANAGEMENT, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1911056
CARLSBAD, CA
Position in ADP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,345,652
-$5,119,790 QoQ
Shares Held
10,474
-71.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#816
of 2,277 holders
Holding Since
Dec 2021
19 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $24,836,848 across 15 Software - Application names. ADP ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
16,543 | $5,597,985 | |
| 2 | UBER |
Uber Technologies, Inc
|
48,242 | $3,481,142 | |
| 3 | WDAY |
Workday, Inc.
|
27,655 | $3,385,525 | |
| 4 | INTU |
Intuit Inc.
|
12,190 | $3,181,590 | |
| 5 | ADP |
Automatic Data Processing Inc
This page
|
10,474 | $2,345,652 | |
| 6 | ADSK |
Autodesk, Inc.
|
9,668 | $1,879,652 | |
| 7 | SHOP |
Shopify Inc.
|
10,930 | $1,247,987 | |
| 8 | CRM |
Salesforce, Inc.
|
4,979 | $780,010 |
All Filings in ADP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,345,652 | 10,474 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,465,442 | 36,743 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,206,261 | 35,790 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $9,701,055 | 33,053 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,655,528 | 34,551 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,534,063 | 34,478 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,111,186 | 34,541 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,689,700 | 35,015 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,821,393 | 32,768 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,147,435 | 40,632 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,446,700 | 40,549 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,356,396 | 38,891 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,315,885 | 28,736 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,369,498 | 33,102 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $7,799,017 | 32,651 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $4,960,799 | 21,932 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,926,697 | 18,695 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,197,885 | 18,449 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $4,455,207 | 18,068 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||