INSIGNEO ADVISORY SERVICES, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1964958
MIAMI, FL
Position in ADP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$328,982
+$68,506 QoQ
Shares Held
1,469
+14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,702
of 2,277 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $12,657,802 across 14 Software - Application names. ADP ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
42,194 | $3,044,718 | |
| 2 | SHOP |
Shopify Inc.
|
19,670 | $2,245,920 | |
| 3 | CRM |
Salesforce, Inc.
|
9,049 | $1,417,615 | |
| 4 | NOW |
ServiceNow, Inc.
|
12,592 | $1,250,132 | |
| 5 | SNOW |
Snowflake Inc.
|
4,413 | $1,123,108 | |
| 6 | ADBE |
Adobe Inc.
|
3,207 | $657,498 | |
| 7 | MSTR |
Strategy Inc
|
6,912 | $600,860 | |
| 8 | SAP |
Sap SE
|
3,406 | $524,898 |
All Filings in ADP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,982 | 1,469 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $260,476 | 1,282 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $294,785 | 1,146 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||