Position in SHOP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$342,540
-$13,320 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,150
of 1,697 holders
Holding Since
Mar 2020
23 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, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $2,834,964 across 2 Software - Application names. SHOP ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
25,105 | $2,492,424 | |
| 2 | SHOP |
Shopify Inc.
This page
|
3,000 | $342,540 |
All Filings in SHOP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,540 | 3,000 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $355,860 | 3,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $482,910 | 3,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $445,830 | 3,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $346,050 | 3,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $286,440 | 3,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $510,384 | 4,800 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $384,672 | 4,800 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $317,040 | 4,800 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $370,416 | 4,800 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $373,920 | 4,800 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $261,936 | 4,800 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $310,080 | 4,800 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $230,112 | 4,800 | Shares | Defined | 2023-05-08 | |
| 2022-03-31 | $324,460 | 480 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $661,147 | 480 | Shares | Defined | 2022-01-25 | |
| 2021-09-30 | $650,774 | 480 | Shares | Defined | 2021-11-03 | |
| 2021-06-30 | $701,270 | 480 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $531,120 | 480 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $543,336 | 480 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $491,025 | 480 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $455,616 | 480 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $208,465 | 500 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||