ADP
Automatic Data Processing
7 of the 83 super-investors we track hold ADP, worth a combined $1.60B per their latest 13F filings. The largest position: Francois Rochon at 4.9% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 36 of 100 (how strongly the cohort backs it) — ranked #183 of 742 stocks.
Why super-investors own ADP
ADP is held by 7 super-investors in our cohort, with a combined position value of $1.6B. The highest-conviction owner is Francois Rochon at 4.9% of their portfolio. Cohort ownership has grown from 6 to 7 over the last four quarters — net interest is rising. This quarter the cohort registered 1 added, 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | 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 |
| 6 | Jensen Investment Management | 0.4% | 40q | $18M | 82,492 |
| 7 | David Katz | 1.0% | 3q | $13M | 56,001 |
- 1First Eagle Investment Managementport1.9%val$1.16B5,173,929 sh·10q held
- 2Terry Smithport4.1%val$184M823,664 sh·18q held
- 3Francois Rochonport4.9%val$147M654,556 sh·2q held
- 4Joel Greenblattport<0.1%val$54M240,383 sh·38q held
- 5Mairs & Power Fundsport0.3%val$28M127,173 sh·40q held
- 6Jensen Investment Managementport0.4%val$18M82,492 sh·40q held
- 7David Katzport1.0%val$13M56,001 sh·3q held
Owners of ADP also hold
Congress is trading ADP
Congress tracker →- Richard Dean McCormicksold$1,001 - $15,000 · 2026-07-30
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-06-16
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-04-14
- Jared Moskowitzsold$1,001 - $15,000 · 2026-03-23
- Jared Moskowitzsold$1,001 - $15,000 · 2026-03-23
- Richard Dean McCormicksold$1,001 - $15,000 · 2026-03-19
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| 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 |
Long US equity 13F-HR filings only. CUSIP 053015103. Not investment advice.