Position in ADP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,207,314
+$136,353 QoQ
Shares Held
5,391
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,073
of 2,267 holders
Holding Since
Jun 2020
24 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, 2026PDS Planning, Inc holds $9,756,082 across 16 Software - Application names. ADP ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,902 | $1,876,590 | |
| 2 | ADP |
Automatic Data Processing Inc
This page
|
5,391 | $1,207,314 | |
| 3 | SHOP |
Shopify Inc.
|
9,535 | $1,088,706 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
2,035 | $763,776 | |
| 5 | SAP |
Sap SE
|
4,955 | $763,615 | |
| 6 | DDOG |
Datadog, Inc.
|
2,590 | $674,332 | |
| 7 | UBER |
Uber Technologies, Inc
|
9,118 | $657,954 | |
| 8 | ADBE |
Adobe Inc.
|
3,021 | $619,365 |
All Filings in ADP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,314 | 5,391 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,070,961 | 5,271 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,205,894 | 4,688 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,441,965 | 4,913 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,444,237 | 4,683 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,384,050 | 4,530 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,278,059 | 4,366 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,024,454 | 3,702 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $872,411 | 3,655 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $890,822 | 3,567 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $802,581 | 3,445 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $847,563 | 3,523 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $777,397 | 3,537 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $715,310 | 3,213 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $451,206 | 1,889 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $424,332 | 1,876 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $365,049 | 1,738 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $341,765 | 1,502 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $366,911 | 1,488 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $296,481 | 1,483 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $275,485 | 1,387 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $249,157 | 1,322 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $185,538 | 1,053 | Shares | Sole | 2021-01-21 | |
| 2020-06-30 | $185,814 | 1,248 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||