Position in ADP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,483,639
+$732,276 QoQ
Shares Held
24,486
+4.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#538
of 2,276 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $41,857,271 across 6 Software - Application names. ADP ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
128,065 | $20,062,661 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
254,011 | $15,761,381 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
24,486 | $5,483,639 | |
| 4 | NOW |
ServiceNow, Inc.
|
4,019 | $399,006 | |
| 5 | UBER |
Uber Technologies, Inc
|
2,000 | $144,320 | |
| 6 | INTU |
Intuit Inc.
|
24 | $6,264 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,483,639 | 24,486 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,751,363 | 23,385 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $590,085 | 2,294 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $636,308 | 2,168 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $578,250 | 1,875 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $563,091 | 1,843 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $496,177 | 1,695 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $432,528 | 1,563 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $304,568 | 1,276 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $344,391 | 1,379 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $262,091 | 1,125 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $265,119 | 1,102 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $230,999 | 1,051 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $232,870 | 1,046 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $321,983 | 1,348 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $331,820 | 1,467 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $309,809 | 1,475 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $607,759 | 2,671 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $697,328 | 2,828 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $540,383 | 2,703 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $513,432 | 2,585 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $455,908 | 2,419 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $247,384 | 1,404 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $297,670 | 2,134 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $317,730 | 2,134 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $291,674 | 2,134 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||