Position in SHOP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$882,040
-$1,263,558 QoQ
Shares Held
7,725
-57.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#803
of 1,696 holders
Holding Since
Sep 2021
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $4,841,469 across 4 Software - Application names. SHOP ranks #3 (18.2% of the industry book) .
All Filings in SHOP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,040 | 7,725 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,145,598 | 18,088 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,215,214 | 19,974 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,791,344 | 12,054 | Shares | Sole | 2025-10-31 | |
| 2021-12-31 | $1,327,803 | 964 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,267,654 | 935 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||