CX Institutional ADP AUTOMATIC DATA PROCESSING

Ownership history in CX Institutional  ·  33 quarters on record

AI Ownership Summary

CX Institutional reported AUTOMATIC DATA PROCESSING (ADP) in 33 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.39% in 2025 Q3. The latest visible filing shows ADP at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CX Institutional's position in AUTOMATIC DATA PROCESSING, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ADP was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CX Institutional held ADP — position size vs. price
% of Fund (quarterly)    ADP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 16,743 -8,311 -33.2% 0.11% $4K 2026-07-02 $242.27
2026 Q1 REDUCED 44.4% +11.6% 25,054 -20,010 -44.4% 0.16% $5K 2026-04-06 $202.80
2025 Q4 ADDED 45,064 +927 +2.1% 0.35% $11.6M 2026-02-02 $243.68
2025 Q3 ADDED 44,137 +17,205 +63.9% 0.39% $13.0M 2025-10-23 $275.36
2025 Q2 ADDED 26,932 +971 +3.7% 0.29% $8.3M 2025-07-11 $294.47
2025 Q1 ADDED 25,961 +56 +0.2% 0.30% $7.9M 2025-04-15 $288.56
2024 Q4 ADDED 25,905 +2,884 +12.5% 0.30% $7.6M 2025-01-21 $287.12
2024 Q3 ADDED 23,021 +3,313 +16.8% 0.28% $6.4M 2024-10-11 $276.26
2024 Q2 ADDED 19,708 +1,004 +5.4% 0.22% $4.7M 2024-07-11 $224.61
2024 Q1 ADDED 18,704 +4,442 +31.1% 0.23% $4.7M 2024-04-15 $231.33
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CX Institutional and ADP

These are the practical questions this page is built to answer before you even open the full history table.

How long has CX Institutional reported owning ADP?

CX Institutional reported ADP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ADP position in CX Institutional's portfolio?

The largest reported portfolio weight for ADP was 0.39% in 2025 Q3.

What is the latest reported ADP position on this page?

The most recent filing on this page is 2026 Q2, when CX Institutional reported 16,743 shares, equal to 0.11% of portfolio, with an estimated market value of $4K.

What does the chart on this ADP ownership page compare?

The chart compares CX Institutional's quarterly ADP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CX Institutional time their ADP position?

Based on 13F filing dates vs. subsequent ADP price moves, CX Institutional correctly timed 16 out of 31 reported position changes (52%). The annualised alpha on ADP relative to SPY over the holding period was -4.5%.

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