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Automatic Data Processing, Inc.

ADP Technology
$226.21 +$2.14 (0.96%)
Market Cap: $90.42 B
Gurus Holding
14
Popularity Rank
#137
% of Shares Held
2.37%
Net Activity (Q1 2026)
+$895.28 M

Guru Ownership Trend

Guru Analysis for Automatic Data Processing, Inc. (ADP)

Automatic Data Processing, Inc. (ADP), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.14 B.

Top institutional holders include Terry Smith and First Eagle Investment.

Notably, Terry Smith has expressed high conviction in this stock, allocating 6.11% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $895.28 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Ken Fisher reduced exposure by 54.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$975.22 M
Total Buy Value
New Buys 4
Additions 6
-$79.94 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
10

FAQs for Automatic Data Processing, Inc. (ADP)

Major holders include Terry Smith ($783.28 M), First Eagle Investment ($579.02 M), Cliff Asness ($156.92 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 9.46 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $895.28 M, with 10 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited ADP. The total reported sell value was $79.94 M.

Yes, 4 managers opened new positions in ADP, and 6 increased their existing holdings. The total reported buy value was $975.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
6.11% Reduce -7.7% 3,855,105 $783.28 M Q1 2026
0.77% New Buy 2,849,784 $579.02 M Q1 2026
0.07% Add 103.9% 772,333 $156.92 M Q1 2026
0.21% Add 1018.7% 646,820 $131.42 M Q1 2026
3.12% New Buy 419,090 $85.15 M Q1 2026
0.55% Add 664.5% 392,507 $79.75 M Q1 2026
0.06% Add 74.2% 168,432 $34.22 M Q1 2026
0.10% Add 64.7% 165,674 $33.66 M Q1 2026
0.26% Add 12.3% 124,436 $25.28 M Q1 2026
0.01% New Buy 56,707 $11.52 M Q1 2026
0.18% Reduce -1.6% 6,016 $1.22 M Q1 2026
0.00% Reduce -54.6% 2,788 $566,466 Q1 2026
0.04% 1,750 $355,565 Q1 2026
0.00% New Buy 25 $5,137 Q1 2026
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