Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$342,540
-$13,320 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,148
of 1,697 holders
Holding Since
Dec 2020
19 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, 2026FIRST FOUNDATION ADVISORS holds $29,526,775 across 8 Software - Application names. SHOP ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
254,636 | $18,374,533 | |
| 2 | ADBE |
Adobe Inc.
|
16,958 | $3,476,728 | |
| 3 | NOW |
ServiceNow, Inc.
|
33,974 | $3,372,938 | |
| 4 | INTU |
Intuit Inc.
|
11,249 | $2,935,989 | |
| 5 | CRM |
Salesforce, Inc.
|
2,965 | $464,496 | |
| 6 | MSTR |
Strategy Inc
|
3,992 | $347,024 | |
| 7 | SHOP |
Shopify Inc.
This page
|
3,000 | $342,540 | |
| 8 | ADP |
Automatic Data Processing Inc
|
949 | $212,527 |
All Filings in SHOP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,540 | 3,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $355,860 | 3,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $482,910 | 3,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $445,830 | 3,000 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $346,742 | 3,006 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $299,807 | 3,140 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $344,509 | 3,240 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $259,653 | 3,240 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $66,116 | 1,001 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $79,330 | 1,028 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $83,976 | 1,078 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $241,927 | 3,745 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $526,300 | 16,847 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,070,044 | 1,583 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,855,344 | 1,347 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $268,444 | 198 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $283,430 | 194 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $219,087 | 198 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $208,278 | 184 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||