Position in SHOP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,417,543
-$219,174 QoQ
Shares Held
12,415
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#664
of 1,697 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 32%
Shared 67%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $85,451,051 across 44 Software - Application names. SHOP ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
293,545 | $21,182,206 | |
| 2 | INTU |
Intuit Inc.
|
48,386 | $12,628,746 | |
| 3 | CRM |
Salesforce, Inc.
|
69,713 | $10,921,238 | |
| 4 | CHYM |
Chime Financial, Inc.
|
386,526 | $7,916,052 | |
| 5 | ADSK |
Autodesk, Inc.
|
23,752 | $4,617,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
12,562 | $2,813,259 | |
| 7 | SAP |
Sap SE
|
17,369 | $2,676,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
5,086 | $1,908,876 |
All Filings in SHOP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,417,543 | 12,415 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,636,717 | 13,798 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,332,132 | 14,488 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $2,074,743 | 13,961 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,560,569 | 13,529 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,158,745 | 12,136 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,378,036 | 12,960 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $946,132 | 11,806 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $694,053 | 10,508 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $718,220 | 9,307 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $683,962 | 8,780 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $490,965 | 8,997 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $578,686 | 8,958 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $426,857 | 8,904 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $278,512 | 8,024 | Shares | Other | 2023-02-14 | |
| 2022-03-31 | $340,683 | 504 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $559,220 | 406 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $524,686 | 387 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $547,867 | 375 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $343,015 | 310 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||