Investigate / reported ownership
ADP
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7 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning ADP?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 1.9% | 10q | $1.16B | 5,173,929 |
| 2 | Terry Smith | 4.1% | 18q | $184M | 823,664 |
| 3 | Francois Rochon | 4.9% | 2q | $147M | 654,556 |
| 4 | Joel Greenblatt | <0.1% | 38q | $54M | 240,383 |
| 5 | Mairs & Power Funds | 0.3% | 40q | $28M | 127,173 |
Go beyond ownership.
ADP provides HR and payroll solutions that help clients manage their workforce, spanning payroll, time, benefits, talent, compliance and retirement, plus outsourcing arrangements where ADP takes on some or all HR workflows.
Question to investigate: Can ADP's data, compliance infrastructure and service model keep clients reliant on it as AI changes how workforce tasks are done?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- First Eagle Investment Management · 2026Q2 · filed 2026-08-24 ↗
- Terry Smith · 2026Q2 · filed 2026-08-14 ↗
- Francois Rochon · 2026Q2 · filed 2026-08-26 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Jensen Investment Management · 2026Q2 · filed 2026-08-07 ↗
- David Katz · 2026Q2 · filed 2026-07-15 ↗
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francois Rochon | ADD | 4.9% | +56% | $147M | Aug 26, 2026 |
| Terry Smith | TRIM | 4.1% | -38% | $184M | Aug 14, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 053015103. No current price, valuation or manager motive is inferred.