SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in SHOP — Shopify Inc.

CIK 1079935 LOS ANGELES, CA

Position in SHOP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$423,607

+$77,356 QoQ

Shares Held

3,710

+27.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,071

of 1,697 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $3,187,130 across 7 Software - Application names. SHOP ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	9,329	$926,182
2	UBER	Uber Technologies, Inc	8,717	$629,017
3	SHOP	Shopify Inc. This page	3,710	$423,607
4	CRM	Salesforce, Inc.	2,513	$393,686
5	ADP	Automatic Data Processing Inc	1,413	$316,441
6	SAP	Sap SE	1,784	$274,931
7	ADBE	Adobe Inc.	1,089	$223,266

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,607	3,710	+27.1%	Shares	Defined	2026-07-14
2026-03-31	$346,251	2,919	+14.0%	Shares	Sole	2026-04-15
2025-12-31	$412,082	2,560	+6.4%	Shares	Sole	2026-02-06
2025-09-30	$357,554	2,406	-1.2%	Shares	Sole	2025-11-05
2025-06-30	$280,876	2,435	+1.5%	Shares	Defined	2025-07-29
2025-03-31	$229,055	2,399	+1.1%	Shares	Sole	2025-05-16
2024-12-31	$252,426	2,374	-37.2%	Shares	Defined	2025-02-11
2024-06-30	$249,602	3,779	+34.2%	Shares	Defined	2024-07-26
2024-03-31	$217,232	2,815	+5.9%	Shares	Defined	2024-05-13
2023-12-31	$206,358	2,659	+1081.8%	Shares	Defined	2024-01-29
2021-12-31	$309,912	225	+16.6%	Shares	Defined	2022-01-20
2021-09-30	$261,665	193	0.0%	Shares	Defined	2021-10-12
2021-06-30	$281,968	193	-10.6%	Shares	Sole	2021-07-16
2021-03-31	$239,003	216	—	Shares	Sole	2021-04-15
No filing history on record for this holder in this stock.