Position in SHOP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$254,164
+$36,141 QoQ
Shares Held
2,226
+21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,282
of 1,697 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,528,768 across 10 Software - Application names. SHOP ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
20,640 | $1,489,382 | |
| 2 | ADBE |
Adobe Inc.
|
6,947 | $1,424,273 | |
| 3 | NOW |
ServiceNow, Inc.
|
14,211 | $1,410,868 | |
| 4 | CRM |
Salesforce, Inc.
|
8,751 | $1,370,931 | |
| 5 | WK |
Workiva Inc
|
16,640 | $807,206 | |
| 6 | INTU |
Intuit Inc.
|
2,498 | $651,978 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,743 | $614,294 | |
| 8 | PAYX |
Paychex Inc
|
2,852 | $280,437 |
All Filings in SHOP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,164 | 2,226 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $218,023 | 1,838 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $214,444 | 1,443 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $412,260 | 3,574 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $310,787 | 3,255 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $349,187 | 3,284 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $294,835 | 3,679 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $245,706 | 3,720 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $286,532 | 3,713 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $342,214 | 4,393 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||