Position in ADP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,805,266
+$1,033,428 QoQ
Shares Held
39,318
+2.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#439
of 2,285 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $79,831,767 across 110 Software - Application names. ADP ranks #5 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
102,787 | $16,102,611 | |
| 2 | UBER |
Uber Technologies, Inc
|
210,974 | $15,223,883 | |
| 3 | ZM |
Zoom Communications, Inc.
|
159,482 | $13,764,891 | |
| 4 | SNOW |
Snowflake Inc.
|
44,017 | $11,202,326 | |
| 5 | ADP |
Automatic Data Processing Inc
This page
|
39,318 | $8,805,266 | |
| 6 | ADBE |
Adobe Inc.
|
10,110 | $2,072,752 | |
| 7 | INTU |
Intuit Inc.
|
7,342 | $1,916,262 | |
| 8 | SHOP |
Shopify Inc.
|
14,717 | $1,680,387 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,805,266 | 39,318 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,771,838 | 38,251 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,396,722 | 40,418 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,594,424 | 39,504 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,441,472 | 40,342 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,166,815 | 39,822 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,806,386 | 40,332 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,371,389 | 41,092 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,601,305 | 40,225 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,615,821 | 30,495 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,139,831 | 30,647 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,399,493 | 51,540 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,751,729 | 30,719 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,942,271 | 31,183 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,613,662 | 31,875 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,231,746 | 31,972 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $10,631,174 | 50,615 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,466,195 | 50,392 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $12,439,221 | 50,447 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,182,125 | 50,931 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,169,939 | 51,203 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,728,821 | 51,620 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,334,436 | 47,301 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,420,717 | 31,692 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,725,024 | 31,735 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $3,986,272 | 29,165 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||