13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
12

ADP

AUTOMATIC DATA PROC INC · Information Technology

Consensus score 12/100 · #51 this quarter · tier-weighted across tracked managers

↑ConfirmedPrice action since filingas of 2026-10-14
vs 50-day avg
+3.6%
21-day momentum
+1.4%
recent volume
0.69×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
4.6%
of their portfolios
Combined value
$729M
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Giverny Capital
Quality compounder
4.9%
ADD
Fundsmith
Concentrated
4.3%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.