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Giverny Capital’s Automatic Data Processing ADP Stock Holding History

Giverny Capital’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$147M Buy
654,556
+235,466
+56% +$50.3M 4.93% 5
2026
Q1 		$85.2M Buy
+419,090
New +$96.1M 3.12% 16

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Giverny Capital's ADP Position: Q2 2026 in Review

Giverny Capital increased its Automatic Data Processing (ADP) stake by 56% in Q2 2026, buying an estimated $50.3M and bringing the position to 654,556 shares worth $147M. The position accounts for 4.93% of the portfolio, ranked #5.

Giverny Capital first reported a position in ADP in Q1 2026 and has held it in 2 quarters since. 2,272 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Giverny Capital held 654,556 shares of Automatic Data Processing worth $147M as of Q2 2026.
  • Giverny Capital bought 235,466 Automatic Data Processing shares in Q2 2026, an estimated $50.3M.
  • Automatic Data Processing made up 4.93% of Giverny Capital's portfolio in Q2 2026, its #5 holding.
  • Giverny Capital first reported a position in Automatic Data Processing in Q1 2026 and has held it in 2 quarters since.
  • 2,272 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.