Position in SHOP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$13,929
-$542 QoQ
Shares Held
122
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,572
of 1,697 holders
Holding Since
Dec 2023
11 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, 2026ATWOOD & PALMER INC holds $15,899,600 across 13 Software - Application names. SHOP ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
186,402 | $13,450,768 | |
| 2 | PAYX |
Paychex Inc
|
12,887 | $1,267,178 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,539 | $792,559 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
505 | $189,536 | |
| 5 | TYL |
Tyler Technologies Inc
|
204 | $59,661 | |
| 6 | NOW |
ServiceNow, Inc.
|
600 | $59,568 | |
| 7 | CRM |
Salesforce, Inc.
|
265 | $41,514 | |
| 8 | SHOP |
Shopify Inc.
This page
|
122 | $13,929 |
All Filings in SHOP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,929 | 122 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $14,471 | 122 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $19,638 | 122 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,944 | 40 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,614 | 40 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,819 | 40 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,253 | 40 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,205 | 40 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,642 | 40 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,086 | 40 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $3,116 | 40 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||