Follow-The-Filings

Security · featured owners

ADP Automatic Data Processing In

Industrials COM Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • #153
  • Max 4.9%
  • Master 0.11%
  • $1.9B
  • 1 new 5 add 2 reduce

ADP (Automatic Data Processing In) is held in 8 featured 13F books as of 2026 Q2. Francois Rochon - Giverny Capital is the largest tracked holder by portfolio weight (4.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 4.9% (Francois Rochon - Giverny Capital) · not free-float ownership

  1. Francois Rochon add 4.9%
  2. Terry Smith reduce 4.3%
  3. First Eagle Investment Manage... add 1.9%
  4. David Katz add 1.0%
  5. Jensen Investment Management reduce 0.45%
  6. Murphy Pohlad new 0.36%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
First Eagle Investment Management 2026 Q2 1.9% Add +81.6% 5,173,929 $1.2B history
Terry Smith - Fundsmith 2026 Q2 4.3% Reduce −32.5% 2,601,567 $583M history
Francois Rochon - Giverny Capital 2026 Q2 4.9% Add +56.2% 654,556 $147M history
Mairs & Power 2026 Q2 0.26% Add +2.2% 127,173 $28M history
Jensen Investment Management 2026 Q2 0.45% Reduce −21.4% 82,492 $18M history
David Katz - Matrix Asset Advisors 2026 Q2 1.0% Add +312.0% 56,001 $13M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.36% New 0.36% 4,660 $1M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.14% Add +1.7% 1,322 $296K history

8 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 3 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 6 rows shown

Filed Form Detail Links
4 Period Sep 9, 2026 Filing Doc
4 Period Sep 3, 2026 Filing Doc
4 Period Sep 1, 2026 · 14 forms Filing Doc
4 Period Aug 20, 2026 Filing Doc
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 5, 2026 · 7 forms Filing Doc

Updated 5 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $18.01B $19.2B $20.56B $21.95B
Gross profit * $8.06B $8.73B $9.46B $10.19B
Gross margin * 44.7% 45.4% 46.0% 46.4%
Net income $3.41B $3.75B $4.08B $4.41B
Net margin * 18.9% 19.5% 19.8% 20.1%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $42.17B $45.54B $43.25B $52.56B
Total non-current assets * $8.8B $8.82B $10.12B $10.63B
Total assets $50.97B $54.36B $53.37B $63.19B
Total current liabilities $42.77B $45.08B $41.28B $50.02B
Total non-current liabilities * $4.69B $4.74B $5.9B $7.14B
Total equity $3.51B $4.55B $6.19B $6.03B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $4.21B $4.16B $4.94B $5.44B
Cash from investing -$2.52B -$1.39B -$3.04B -$4.71B
Cash from financing -$15.68B -$1.43B -$6.97B $4.88B
Net change in cash -$14.01B $1.31B -$5.03B $5.57B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders