Position in ADP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,928,818
+$350,667 QoQ
Shares Held
13,078
+3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#727
of 2,277 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $4,500,641 across 10 Software - Application names. ADP ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
This page
|
13,078 | $2,928,818 | |
| 2 | CRM |
Salesforce, Inc.
|
3,512 | $550,189 | |
| 3 | UBER |
Uber Technologies, Inc
|
6,719 | $484,843 | |
| 4 | FROG |
JFrog Ltd
|
3,499 | $317,989 | |
| 5 | TYL |
Tyler Technologies Inc
|
548 | $160,268 | |
| 6 | PAYX |
Paychex Inc
|
280 | $27,532 | |
| 7 | INTU |
Intuit Inc.
|
68 | $17,748 | |
| 8 | SHOP |
Shopify Inc.
|
90 | $10,276 |
All Filings in ADP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,928,818 | 13,078 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,578,151 | 12,689 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,466,945 | 13,478 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,948,162 | 13,452 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,122,999 | 13,369 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,866,787 | 12,656 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,708,889 | 12,670 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||