Compound Planning, Inc.

Position in ADP — Automatic Data Processing Inc

CIK 1978879 NEW YORK, NY

Position in ADP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,147,904

+$1,056,626 QoQ

Shares Held

9,591

+78.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#848

of 2,277 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $45,135,702 across 33 Software - Application names. ADP ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIG	Figma, Inc.	809,025	$14,635,261
2	NOW	ServiceNow, Inc.	58,018	$5,760,026
3	SHOP	Shopify Inc.	28,597	$3,265,205
4	UBER	Uber Technologies, Inc	38,771	$2,797,715
5	ADP	Automatic Data Processing Inc This page	9,591	$2,147,904
6	CRM	Salesforce, Inc.	12,013	$1,881,956
7	VIA	Via Transportation, Inc.	87,620	$1,589,425
8	SAP	Sap SE	10,200	$1,571,921

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,147,904	9,591	+78.6%	Shares	Other	2026-08-04
2026-03-31	$1,091,278	5,371	+11.8%	Shares	Sole	2026-05-14
2025-12-31	$1,235,217	4,802	-7.9%	Shares	Sole	2026-02-19
2025-09-30	$1,530,602	5,215	+1.7%	Shares	Sole	2025-11-10
2025-06-30	$1,581,166	5,127	+10.4%	Shares	Sole	2025-08-14
2025-03-31	$1,418,270	4,642	+21.8%	Shares	Sole	2025-05-14
2024-12-31	$1,115,594	3,811	+20.2%	Shares	Sole	2025-01-17
2024-09-30	$877,234	3,170	+4.1%	Shares	Sole	2024-10-08
2024-06-30	$726,572	3,044	+66.7%	Shares	Sole	2024-07-26
2024-03-31	$456,025	1,826	+17.0%	Shares	Sole	2024-05-07
2023-12-31	$363,666	1,561	+52.6%	Shares	Sole	2024-02-08
2023-09-30	$246,113	1,023	-0.6%	Shares	Sole	2023-11-09
2023-06-30	$226,163	1,029	+1.8%	Shares	Sole	2023-08-03
2023-03-31	$225,078	1,011	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.