Polen Capital Management’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,976
| Closed | -$508K | – | 223 |
|
|
2025
Q4 | $508K | Sell |
1,976
-485
| -20% | -$129K | ﹤0.01% | 170 |
|
|
2025
Q3 | $722K | Sell |
2,461
-92,074
| -97% | -$27.7M | ﹤0.01% | 160 |
|
|
2025
Q2 | $29.2M | Sell |
94,535
-71,991
| -43% | -$22.1M | 0.09% | 35 |
|
|
2025
Q1 | $50.9M | Sell |
166,526
-13,223
| -7% | -$3.99M | 0.16% | 35 |
|
|
2024
Q4 | $52.6M | Sell |
179,749
-18,403
| -9% | -$5.44M | 0.14% | 33 |
|
|
2024
Q3 | $54.8M | Sell |
198,152
-293,795
| -60% | -$76.8M | 0.14% | 33 |
|
|
2024
Q2 | $117M | Sell |
491,947
-10,113
| -2% | -$2.48M | 0.29% | 28 |
|
|
2024
Q1 | $126M | Sell |
502,060
-1,212
| -0.2% | -$296K | 0.29% | 28 |
|
|
2023
Q4 | $117M | Buy |
503,272
+2,758
| +0.6% | +$643K | 0.28% | 26 |
|
|
2023
Q3 | $120M | Sell |
500,514
-44,818
| -8% | -$10.9M | 0.32% | 29 |
|
|
2023
Q2 | $120M | Buy |
545,332
+7,879
| +1% | +$1.7M | 0.3% | 28 |
|
|
2023
Q1 | $120M | Buy |
537,453
+2,371
| +0.4% | +$535K | 0.32% | 27 |
|
|
2022
Q4 | $128M | Sell |
535,082
-12,614
| -2% | -$3.1M | 0.37% | 28 |
|
|
2022
Q3 | $124M | Buy |
547,696
+142,881
| +35% | +$33.7M | 0.35% | 27 |
|
|
2022
Q2 | $85M | Buy |
404,815
+148,308
| +58% | +$32.5M | 0.22% | 28 |
|
|
2022
Q1 | $58.4M | Sell |
256,507
-15,664
| -6% | -$3.35M | 0.11% | 32 |
|
|
2021
Q4 | $67.1M | Sell |
272,171
-6,291
| -2% | -$1.42M | 0.11% | 32 |
|
|
2021
Q3 | $55.7M | Buy |
278,462
+32,851
| +13% | +$6.77M | 0.1% | 32 |
|
|
2021
Q2 | $48.8M | Buy |
245,611
+4,482
| +2% | +$871K | 0.09% | 33 |
|
|
2021
Q1 | $45.4M | Sell |
241,129
-148,647
| -38% | -$25.8M | 0.1% | 32 |
|
|
2020
Q4 | $68.7M | Sell |
389,776
-25,416
| -6% | -$4.17M | 0.16% | 31 |
|
|
2020
Q3 | $57.9M | Sell |
415,192
-5,676,463
| -93% | -$795M | 0.15% | 31 |
|
|
2020
Q2 | $907M | Buy |
6,091,655
+764,404
| +14% | +$109M | 2.74% | 17 |
|
|
2020
Q1 | $728M | Buy |
5,327,251
+275,548
| +5% | +$44.4M | 3.16% | 15 |
|
|
2019
Q4 | $861M | Buy |
5,051,703
+173,544
| +4% | +$28.7M | 3.39% | 12 |
|
|
2019
Q3 | $787M | Buy |
4,878,159
+201,860
| +4% | +$33.3M | 3.63% | 13 |
|
|
2019
Q2 | $773M | Sell |
4,676,299
-1,419,618
| -23% | -$231M | 3.75% | 16 |
|
|
2019
Q1 | $974M | Sell |
6,095,917
-1,280,513
| -17% | -$186M | 5.09% | 11 |
|
|
2018
Q4 | $967M | Buy |
7,376,430
+226,969
| +3% | +$32M | 6.31% | 5 |
|
|
2018
Q3 | $1.08B | Buy |
7,149,461
+2,515
| +0% | +$356K | 6.13% | 6 |
|
|
2018
Q2 | $959M | Buy |
7,146,946
+84,493
| +1% | +$10.7M | 6.16% | 6 |
|
|
2018
Q1 | $801M | Buy |
7,062,453
+146,493
| +2% | +$17.1M | 5.69% | 6 |
|
|
2017
Q4 | $810M | Buy |
6,915,960
+102,031
| +1% | +$11.7M | 6.03% | 5 |
|
|
2017
Q3 | $745M | Buy |
6,813,929
+152,027
| +2% | +$16.3M | 6% | 6 |
|
|
2017
Q2 | $683M | Buy |
6,661,902
+411,369
| +7% | +$41.6M | 5.97% | 7 |
|
|
2017
Q1 | $640M | Buy |
6,250,533
+479,558
| +8% | +$48.9M | 5.96% | 4 |
|
|
2016
Q4 | $593M | Buy |
5,770,975
+1,263,015
| +28% | +$118M | 6.53% | 3 |
|
|
2016
Q3 | $398M | Buy |
4,507,960
+145,027
| +3% | +$13.1M | 4.74% | 11 |
|
|
2016
Q2 | $401M | Buy |
4,362,933
+450,019
| +12% | +$39.7M | 5.09% | 10 |
|
|
2016
Q1 | $351M | Buy |
3,912,914
+433,207
| +12% | +$36.3M | 4.82% | 9 |
|
|
2015
Q4 | $295M | Buy |
3,479,707
+336,961
| +11% | +$29M | 4.56% | 11 |
|
|
2015
Q3 | $252M | Buy |
3,142,746
+842,897
| +37% | +$67.5M | 4.62% | 12 |
|
|
2015
Q2 | $185M | Sell |
2,299,849
-48,978
| -2% | -$4.18M | 3.57% | 16 |
|
|
2015
Q1 | $201M | Buy |
2,348,827
+101,544
| +5% | +$8.74M | 3.92% | 13 |
|
|
2014
Q4 | $187M | Sell |
2,247,283
-345,120
| -13% | -$28M | 3.86% | 13 |
|
|
2014
Q3 | $189M | Sell |
2,592,403
-80,426
| -3% | -$5.81M | 4.25% | 12 |
|
|
2014
Q2 | $186M | Sell |
2,672,829
-119,276
| -4% | -$8.14M | 4.06% | 13 |
|
|
2014
Q1 | $189M | Buy |
2,792,105
+836,925
| +43% | +$57M | 4.1% | 13 |
|
|
2013
Q4 | $139M | Sell |
1,955,180
-73,004
| -4% | -$4.91M | 3.07% | 16 |
|
|
2013
Q3 | $129M | Buy |
+2,028,184
| New | +$129M | 2.97% | 16 |
|
Other funds holding ADP
VCM
VPM
Polen Capital Management's ADP Position: Q1 2026 in Review
Polen Capital Management sold out of Automatic Data Processing (ADP) in Q1 2026, closing a stake of 1,976 shares — an estimated $508K sold.
Polen Capital Management first reported a position in ADP in Q3 2013 and held it in 50 quarters. The position peaked at $1.08B in Q3 2018. 2,264 funds tracked by Wall St. Rank hold ADP as of Q1 2026.
- Polen Capital Management reported no remaining Automatic Data Processing position as of Q1 2026 after selling out during the quarter.
- Polen Capital Management sold 1,976 Automatic Data Processing shares in Q1 2026, an estimated $508K.
- Polen Capital Management first reported a position in Automatic Data Processing in Q3 2013 and held it in 50 quarters.
- Polen Capital Management's Automatic Data Processing position peaked at $1.08B in Q3 2018.
- 2,264 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2026.
Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.