Position in SHOP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$742,284
-$43,336 QoQ
Shares Held
6,501
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#873
of 1,699 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $53,233,651 across 9 Software - Application names. SHOP ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
70,744 | $15,843,118 | |
| 2 | NOW |
ServiceNow, Inc.
|
148,037 | $14,697,113 | |
| 3 | CRM |
Salesforce, Inc.
|
61,293 | $9,602,161 | |
| 4 | ROP |
Roper Technologies Inc
|
26,022 | $8,805,584 | |
| 5 | TYL |
Tyler Technologies Inc
|
5,780 | $1,690,418 | |
| 6 | ADBE |
Adobe Inc.
|
5,133 | $1,052,367 | |
| 7 | SHOP |
Shopify Inc.
This page
|
6,501 | $742,284 | |
| 8 | INTU |
Intuit Inc.
|
1,773 | $462,753 |
All Filings in SHOP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,284 | 6,501 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $785,620 | 6,623 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,023,608 | 6,359 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $427,996 | 2,880 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $332,208 | 2,880 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||