Position in ADP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$202,164
-$5,420 QoQ
Shares Held
995
+23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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, 2026SYM FINANCIAL Corp holds $2,878,003 across 9 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,900 | $483,550 | |
| 2 | ZM |
Zoom Communications, Inc.
|
4,715 | $406,951 | |
| 3 | ADBE |
Adobe Inc.
|
1,855 | $380,312 | |
| 4 | PAYX |
Paychex Inc
|
3,500 | $344,155 | |
| 5 | INTU |
Intuit Inc.
|
1,178 | $307,458 | |
| 6 | DDOG |
Datadog, Inc.
|
1,047 | $272,596 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,326 | $230,925 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
3,656 | $226,854 |
All Filings in ADP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,164 | 995 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $207,584 | 807 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $241,844 | 824 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $264,607 | 858 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $245,035 | 802 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $240,038 | 820 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $206,163 | 745 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $264,895 | 1,109 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $277,761 | 1,228 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $258,349 | 1,230 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $279,419 | 1,228 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $324,252 | 1,315 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $264,894 | 1,325 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $243,905 | 1,228 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $231,441 | 1,228 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $216,373 | 1,228 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $243,410 | 1,745 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $259,813 | 1,745 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $238,506 | 1,745 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||