Concurrent Investment Advisors, LLC

Position in ADP — Automatic Data Processing Inc

CIK 2001015 Tampa, FL

Position in ADP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,687,244

-$151,288 QoQ

Shares Held

38,791

-10.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#442

of 2,282 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $108,241,737 across 29 Software - Application names. ADP ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	146,754	$22,990,481
2	UBER	Uber Technologies, Inc	270,930	$19,550,308
3	NOW	ServiceNow, Inc.	124,336	$12,344,077
4	ADP	Automatic Data Processing Inc This page	38,791	$8,687,244
5	DDOG	Datadog, Inc.	32,533	$8,470,291
6	SHOP	Shopify Inc.	43,078	$4,918,645
7	SNOW	Snowflake Inc.	17,219	$4,382,235
8	INTU	Intuit Inc.	16,232	$4,236,552

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,687,244	38,791	-10.8%	Shares	Sole	2026-07-27
2026-03-31	$8,838,532	43,501	-6.7%	Shares	Sole	2026-04-21
2025-12-31	$11,991,290	46,617	+25.2%	Shares	Sole	2026-01-29
2025-09-30	$10,930,527	37,242	-1.8%	Shares	Sole	2025-10-27
2025-06-30	$11,692,369	37,913	+3.4%	Shares	Sole	2025-07-25
2025-03-31	$11,205,312	36,675	+19.8%	Shares	Sole	2025-04-29
2024-12-31	$8,958,416	30,603	+3.7%	Shares	Sole	2025-02-03
2024-09-30	$8,167,132	29,513	-0.4%	Shares	Sole	2024-10-30
2024-06-30	$7,074,771	29,640	+9.5%	Shares	Sole	2024-07-30
2024-03-31	$6,760,212	27,069	+7.7%	Shares	Sole	2024-05-07
2023-12-31	$5,853,371	25,125	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.