ADP · Automatic Data Processing · Form 13F filings for Q2 2026
Automatic Data Processing
7 of 76 investors hold it
Together they reported $1.6 billion of it. In Q2 2026, 4 added and 2 reduced.
20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.
Who added and who reduced
Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.
Who holds it
| Investor | Share of their portfolio | Reported value | This quarter |
|---|---|---|---|
| Francois Rochon | 4.93% | $147M | +56.2% |
| Terry Smith | 4.08% | $184M | −37.9% |
| First Eagle Investment Management | 1.91% | $1.16B | +81.6% |
| David Katz | 1.02% | $13M | +312% |
| Jensen Investment Management | 0.45% | $18M | −21.4% |
| Mairs & Power Funds | 0.26% | $28M | No change of 20% |
| Joel Greenblatt | 0.16% | $69M | +86.6% |
Holders over time
How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.
Where to next
Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 053015103 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.
Each investor’s filing
- Francois Rochon · filed Aug 26, 2026 Filing in the portfolio
- Terry Smith · filed Aug 14, 2026 Form 13F 0001868537-26-000007 ↗
- First Eagle Investment Management · filed Aug 24, 2026 Filing in the portfolio
- David Katz · filed Jul 15, 2026 Filing in the portfolio
- Jensen Investment Management · filed Aug 7, 2026 Filing in the portfolio
- Mairs & Power Funds · filed Aug 14, 2026 Form 13F 0001172661-26-003496 ↗
- Joel Greenblatt · filed Aug 14, 2026 Form 13F 0001398344-26-014644 ↗