2 tracked superinvestors hold AUTOMATIC DATA PROCESSING IN (ADP), worth $922M combined, led by First Eagle. Smart money is holding ADP as of the latest 13F filings.
Current price
$277.62
-5.3%
1Y
Automatic Data Processing, Inc. (ADP) is a global provider of cloud-based solutions designed for human capital management (HCM). The company organizes its operations into two primary segments: Employer Services and Professional Employer Organization (PEO). Through its Employer Services division, ADP delivers strategic, cloud-powered platforms and comprehensive human resources (HR) outsourcing.…
Market cap
$86.3B
P/E
20
Div yield
2.4%
Revenue YoY
6.7%
Analyst target
$268
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$922M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding ADP steady this quarter — buys and sells are balanced. 1 opened a brand-new position.
AUTOMATIC DATA PROCESSING IN (ADP) is held by 2 tracked funds worth $922M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to First Eagle at 1.2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (First Eagle), with 0 adding and 1 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 1.2% | $738M | |
| Trimmed | 4.1% | $184M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
4 insiders filed SEC Form 144 for $11M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Black Maria | Officer & Director | 29,810 | $8M | 2026-09-02 |
| DeSilva Joseph | Officer | 6,512 | $2M | 2026-09-02 |
| D'Ambrosio Christopher | Officer | 1,872 | $530K | 2026-09-02 |
| Kwon David | Officer | 2,414 | $641K | 2026-07-30 |
Which superinvestors own ADP?
2 tracked funds hold AUTOMATIC DATA PROCESSING IN (ADP), the largest being First Eagle (First Eagle Global) at 1.2% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ADP?
In the most recent 13F quarter, 1 tracked fund added or opened ADP and 1 trimmed it, including 1 brand-new position.
How much ADP do tracked funds hold?
Combined disclosed long exposure to ADP across tracked superinvestors is $922M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.