MONETA GROUP INVESTMENT ADVISORS LLC

Position in SHOP — Shopify Inc.

CIK 1120927 ST LOUIS, MO

Position in SHOP

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,038,636

-$456,936 QoQ

Shares Held

8,756

-5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $25,114,131 across 20 Software - Application names. SHOP ranks #8 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FICO	Fair Isaac Corp	6,528	$6,968,901
2	ADP	Automatic Data Processing Inc	12,561	$2,552,143
3	ADBE	Adobe Inc.	10,257	$2,493,271
4	DT	Dynatrace, Inc.	56,043	$2,072,470
5	CRM	Salesforce, Inc.	9,628	$1,797,258
6	NOW	ServiceNow, Inc.	12,348	$1,290,983
7	INTU	Intuit Inc.	2,729	$1,179,965
8	SHOP	Shopify Inc. This page	8,756	$1,038,636

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,038,636	8,756	-5.8%	Shares	Sole	2026-05-12
2025-12-31	$1,495,572	9,291	+14.9%	Shares	Sole	2026-02-12
2025-09-30	$1,201,214	8,083	+17.1%	Shares	Sole	2025-11-14
2025-06-30	$796,376	6,904	+76.8%	Shares	Sole	2025-08-14
2025-03-31	$372,849	3,905	-2.4%	Shares	Sole	2025-05-15
2024-12-31	$425,532	4,002	-2.1%	Shares	Sole	2025-02-11
2024-09-30	$327,532	4,087	+54.3%	Shares	Sole	2024-11-12
2024-06-30	$174,966	2,649	+3.5%	Shares	Sole	2024-08-13
2024-03-31	$197,478	2,559	-20.6%	Shares	Sole	2024-08-13
2023-12-31	$251,071	3,223	+1406.1%	Shares	Sole	2024-02-15
2020-06-30	$20,312	214	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.