Position in SHOP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$18,164,553
-$47,294 QoQ
Shares Held
159,087
+3.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#246
of 1,703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Welch & Forbes LLC holds $199,394,757 across 11 Software - Application names. SHOP ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
223,090 | $49,961,005 | |
| 2 | ROP |
Roper Technologies Inc
|
140,495 | $47,542,103 | |
| 3 | PAYX |
Paychex Inc
|
363,475 | $35,740,496 | |
| 4 | NOW |
ServiceNow, Inc.
|
275,179 | $27,319,771 | |
| 5 | SHOP |
Shopify Inc.
This page
|
159,087 | $18,164,553 | |
| 6 | UBER |
Uber Technologies, Inc
|
222,080 | $16,025,292 | |
| 7 | ADBE |
Adobe Inc.
|
8,853 | $1,815,042 | |
| 8 | INTU |
Intuit Inc.
|
4,518 | $1,179,198 |
All Filings in SHOP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,164,553 | 159,087 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $18,211,847 | 153,531 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $24,617,785 | 152,934 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,372,938 | 150,548 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $16,854,480 | 146,116 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,711,023 | 143,601 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,243,507 | 124,551 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,920,530 | 123,790 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,813,051 | 133,430 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,303,198 | 133,513 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,141,326 | 91,673 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,678,950 | 49,092 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,355,316 | 36,460 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,738,160 | 36,257 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $782,363 | 22,540 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $908,147 | 33,710 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,025,078 | 32,813 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,472,916 | 2,179 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,305,750 | 1,674 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,253,306 | 1,662 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,384,319 | 1,632 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,296,818 | 1,172 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,326,645 | 1,172 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,510,926 | 1,477 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,407,663 | 1,483 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $626,228 | 1,502 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||