SageView Advisory Group, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1914558
NEWPORT BEACH, CA
Position in ADP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$286,879
+$28,841 QoQ
Shares Held
1,281
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,789
of 2,277 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $10,825,405 across 11 Software - Application names. ADP ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
30,633 | $5,955,667 | |
| 2 | CRM |
Salesforce, Inc.
|
7,025 | $1,100,536 | |
| 3 | PAYX |
Paychex Inc
|
9,826 | $966,190 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,101 | $704,987 | |
| 5 | SHOP |
Shopify Inc.
|
3,598 | $410,819 | |
| 6 | UBER |
Uber Technologies, Inc
|
5,191 | $374,582 | |
| 7 | ADP |
Automatic Data Processing Inc
This page
|
1,281 | $286,879 | |
| 8 | LIF |
Life360, Inc.
|
4,973 | $275,305 |
All Filings in ADP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,879 | 1,281 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $258,038 | 1,270 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $324,624 | 1,262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $385,952 | 1,315 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $402,462 | 1,305 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $349,526 | 1,144 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $328,443 | 1,122 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $290,289 | 1,049 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $505,545 | 2,118 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $253,985 | 1,017 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $558,895 | 2,399 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $239,858 | 997 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $653,875 | 2,975 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,101,795 | 4,949 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,167,069 | 4,886 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||