Forum Financial Management, LP

Position in ADP — Automatic Data Processing Inc

CIK 1911832 LOMBARD, IL

Position in ADP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$597,274

-$78,096 QoQ

Shares Held

2,667

-19.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,405

of 2,277 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forum Financial Management, LP holds $2,020,718 across 5 Software - Application names. ADP ranks #1 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc This page	2,667	$597,274
2	ADBE	Adobe Inc.	2,444	$501,068
3	SHOP	Shopify Inc.	3,421	$390,609
4	CRM	Salesforce, Inc.	2,289	$358,594
5	BZAI	Blaize Holdings, Inc.	125,488	$173,173

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$597,274	2,667	-19.8%	Shares	Sole	2026-07-23
2026-03-31	$675,370	3,324	-36.5%	Shares	Sole	2026-04-23
2025-12-31	$1,346,341	5,234	-2.4%	Shares	Sole	2026-01-27
2025-09-30	$1,574,333	5,364	+0.1%	Shares	Other	2025-10-24
2025-06-30	$1,652,406	5,358	+4.9%	Shares	Sole	2025-07-30
2025-03-31	$1,560,340	5,107	+19.6%	Shares	Sole	2025-05-02
2024-09-30	$1,181,636	4,270	-15.9%	Shares	Sole	2024-10-29
2024-06-30	$1,211,828	5,077	+15.9%	Shares	Sole	2024-07-30
2024-03-31	$1,094,110	4,381	-15.5%	Shares	Other	2024-05-09
2023-12-31	$1,207,482	5,183	-6.1%	Shares	Other	2024-02-07
2023-09-30	$1,327,520	5,518	+28.0%	Shares	Sole	2023-11-06
2023-06-30	$947,514	4,311	+59.9%	Shares	Sole	2023-07-26
2023-03-31	$600,210	2,696	-1.8%	Shares	Sole	2023-04-19
2022-12-31	$655,909	2,746	+14.8%	Shares	Sole	2023-01-24
2022-09-30	$541,046	2,392	-3.2%	Shares	Sole	2022-11-07
2022-06-30	$519,008	2,471	+9.2%	Shares	Sole	2022-08-15
2022-03-31	$514,695	2,262	0.0%	Shares	Sole	2022-05-16
2021-12-31	$557,763	2,262	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.