Dan Polen - Polen Capital Management
Holding/activity history for Automatic Data Processing, Inc. (ADP)
← All ADP superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $188.16–227.43 · VW $212.48i | SEC | |
| 2025 Q4 | 1,976 | <0.01 | Reduce 19.71% | <0.01 | $203.26–268.08 · VW $228.57i | $508,394 | SEC |
| 2025 Q3 | 2,461 | <0.01 | Reduce 97.40% | 0.09 | $247.18–302.68 · VW $268.39i | $722,317 | SEC |
| 2025 Q2 | 94,535 | 0.09 | Reduce 43.23% | 0.07 | $296.46–329.93 · VW $310.15i | $29,154,595 | SEC |
| 2025 Q1 | 166,526 | 0.16 | Reduce 7.36% | 0.01 | $272.62–327.99 · VW $308.71i | $50,878,703 | SEC |
| 2024 Q4 | 179,749 | 0.14 | Reduce 9.29% | 0.01 | $285.48–316.46 · VW $305.71i | $52,617,861 | SEC |
| 2024 Q3 | 198,152 | 0.14 | Reduce 59.72% | 0.17 | $267.79–309.63 · VW $294.78i | $54,834,722 | SEC |
| 2024 Q2 | 491,947 | 0.29 | Reduce 2.01% | <0.01 | $231.27–276.77 · VW $261.32i | $117,422,754 | SEC |
| 2024 Q1 | 502,060 | 0.29 | Reduce 0.24% | <0.01 | $238.83–254.64 · VW $246.13i | $125,510,034 | SEC |
| 2023 Q4 | 503,272 | 0.28 | Add 0.55% | <0.01 | $227.12–256.57 · VW $244.94i | $117,349,860 | SEC |
| 2023 Q3 | 500,514 | 0.32 | Reduce 8.22% | 0.02 | $205.53–256.76 · VW $230.74i | $120,413,571 | SEC |
| 2023 Q2 | 545,332 | 0.30 | Add 1.47% | <0.01 | $208.66–256.84 · VW $240.04i | $119,858,622 | SEC |
| 2023 Q1 | 537,453 | 0.32 | Add 0.44% | <0.01 | $201.46–226.43 · VW $212.29i | $119,653,244 | SEC |
| 2022 Q4 | 535,082 | 0.37 | Reduce 2.30% | <0.01 | $218.49–274.92 · VW $237.74i | $127,809,644 | SEC |
| 2022 Q3 | 547,696 | 0.35 | Add 35.30% | 0.09 | $218.80–264.95 · VW $249.30i | $123,883,000 | SEC |
| 2022 Q2 | 404,815 | 0.22 | Add 57.82% | 0.08 | $196.61–261.59 · VW $234.20i | $85,027,000 | SEC |
| 2022 Q1 | 256,507 | 0.11 | Reduce 5.76% | <0.01 | $201.15–240.63 · VW $221.57i | $58,366,000 | SEC |
| 2021 Q4 | 272,171 | 0.11 | Reduce 2.26% | <0.01 | $192.26–248.96 · VW $215.22i | $67,112,000 | SEC |
| 2021 Q3 | 278,462 | 0.10 | Add 13.38% | 0.01 | $196.10–241.18 · VW $222.72i | $55,670,000 | SEC |
| 2021 Q2 | 245,611 | 0.09 | Add 1.86% | <0.01 | $192.18–217.15 · VW $206.12i | $48,783,000 | SEC |
| 2021 Q1 | 241,129 | 0.10 | Reduce 38.14% | 0.06 | $169.93–198.35 · VW $188.10i | $45,446,000 | SEC |
| 2020 Q4 | 389,776 | 0.16 | Reduce 6.12% | <0.01 | $159.31–179.46 · VW $170.93i | $68,679,000 | SEC |
| 2020 Q3 | 415,192 | 0.16 | Reduce 93.18% | 2.55 | $127.31–177.19 · VW $159.46i | $57,915,000 | SEC |
| 2020 Q2 | 6,091,655 | 2.74 | Add 14.35% | 0.34 | $129.84–161.30 · VW $143.41i | $906,986,000 | SEC |
| 2020 Q1 | 5,327,251 | 3.16 | Add 5.45% | 0.16 | $103.11–164.62 · VW $138.07i | $728,129,000 | SEC |
| 2019 Q4 | 5,051,703 | 3.39 | Add 3.56% | 0.12 | $150.53–182.32 · VW $162.53i | $861,315,000 | SEC |
| 2019 Q3 | 4,878,159 | 3.63 | Add 4.32% | 0.15 | $153.72–174.50 · VW $166.33i | $787,432,000 | SEC |
| 2019 Q2 | 4,676,299 | 3.75 | Reduce 23.29% | 1.19 | $155.26–172.00 · VW $165.70i | $773,133,000 | SEC |
| 2019 Q1 | 6,095,917 | 5.09 | Reduce 17.36% | 1.10 | $148.15–165.50 · VW $157.92i | $973,762,000 | SEC |
| 2018 Q4 | 7,376,430 | 6.31 | Add 3.17% | 0.19 | $121.40–154.55 · VW $142.99i | $967,198,000 | SEC |
| 2018 Q3 | 7,149,461 | 6.13 | Add 0.04% | <0.01 | $133.13–153.51 · VW $144.69i | $1,077,138,000 | SEC |
| 2018 Q2 | 7,146,946 | 6.16 | Add 1.20% | 0.07 | $129.21–146.96 · VW $140.97i | $958,691,000 | SEC |
| 2018 Q1 | 7,062,453 | 5.69 | Add 2.12% | 0.12 | $109.14–132.05 · VW $123.74i | $801,447,000 | SEC |
| 2017 Q4 | 6,915,960 | 6.03 | Add 1.50% | 0.09 | $107.61–125.24 · VW $116.06i | $810,481,000 | SEC |
| 2017 Q3 | 6,813,929 | 6.00 | Add 2.28% | 0.13 | $105.94–118.47 · VW $112.96i | $744,899,000 | SEC |
| 2017 Q2 | 6,661,902 | 5.97 | Add 6.58% | 0.37 | $98.50–121.77 · VW $108.91i | $682,578,000 | SEC |
| 2017 Q1 | 6,250,533 | 5.96 | Add 8.31% | 0.46 | $95.50–105.68 · VW $101.18i | $639,992,000 | SEC |
| 2016 Q4 | 5,770,975 | 6.53 | Add 28.02% | 1.43 | $94.11–104.09 · VW $100.27i | $593,141,000 | SEC |
| 2016 Q3 | 4,507,960 | 4.74 | Add 3.32% | 0.15 | $85.48–97.54 · VW $93.01i | $397,602,000 | SEC |
| 2016 Q2 | 4,362,933 | 5.09 | Add 11.50% | 0.53 | $85.23–96.00 · VW $90.35i | $400,823,000 | SEC |
| 2016 Q1 | 3,912,914 | 4.82 | Add 12.45% | 0.53 | $84.36–91.00 · VW $87.73i | $351,028,000 | SEC |
| 2015 Q4 | 3,479,707 | 4.56 | Add 10.72% | 0.44 | $76.65–87.97 · VW $83.10i | $294,801,000 | SEC |
| 2015 Q3 | 3,142,746 | 4.62 | Add 36.65% | 1.24 | $74.66–90.67 · VW $83.86i | $252,363,000 | SEC |
| 2015 Q2 | 2,299,849 | 3.57 | Reduce 2.09% | 0.08 | $64.29–85.98 · VW $75.86i | $184,517,000 | SEC |
| 2015 Q1 | 2,348,827 | 3.92 | Add 4.52% | 0.17 | $83.30–90.23 · VW $86.35i | $201,154,000 | SEC |
| 2014 Q4 | 2,247,283 | 3.86 | Reduce 13.31% | 0.57 | $81.71–89.70 · VW $86.75i | $187,356,000 | SEC |
| 2014 Q3 | 2,592,403 | 4.25 | Reduce 3.01% | 0.12 | $70.50–86.26 · VW $80.80i | $189,093,000 | SEC |
| 2014 Q2 | 2,672,829 | 4.06 | Reduce 4.27% | 0.18 | $68.41–73.95 · VW $71.88i | $186,042,000 | SEC |
| 2014 Q1 | 2,792,105 | 4.10 | Add 42.81% | 1.23 | $64.42–70.13 · VW $68.17i | $189,392,000 | SEC |
| 2013 Q4 | 1,955,180 | 3.07 | Reduce 3.60% | 0.11 | $63.13–72.87 · VW $68.10i | $138,717,000 | SEC |
| 2013 Q3 | 2,028,184 | 2.97 | Buy | 2.97 | $61.25–73.59 · VW $68.36i | $128,885,000 | SEC |
Price snapshot:
Current price$251.05
52-week low$186.74
52-week high$307.44