Position in SHOP
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$27,238,473
-$4,644,050 QoQ
Shares Held
229,628
+15.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Janney Montgomery Scott LLC holds $367,537,597 across 50 Software - Application names. SHOP ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
282,028 | $57,302,449 | |
| 2 | CRM |
Salesforce, Inc.
|
251,970 | $47,035,239 | |
| 3 | INTU |
Intuit Inc.
|
86,618 | $37,451,890 | |
| 4 | NOW |
ServiceNow, Inc.
|
317,470 | $33,191,488 | |
| 5 | YOU |
Clear Secure, Inc.
|
595,983 | $28,851,537 | |
| 6 | SHOP |
Shopify Inc.
This page
|
229,628 | $27,238,473 | |
| 7 | PAYX |
Paychex Inc
|
229,578 | $21,148,725 | |
| 8 | ADSK |
Autodesk, Inc.
|
71,913 | $17,215,972 |
All Filings in SHOP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,238,473 | 229,628 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $31,882,523 | 198,065 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $27,000,950 | 181,690 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $21,809,224 | 189,070 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $15,187,335 | 159,063 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $17,100,096 | 160,821 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,368,473 | 166,814 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $13,535,626 | 204,930 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $11,406,343 | 147,808 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,898,670 | 101,395 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,166,796 | 94,682 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,670,450 | 72,298 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,690,833 | 97,848 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,936,183 | 113,402 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,958,699 | 72,706 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,145,157 | 68,667 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $613,433 | 9,075 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,629,314 | 11,829 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,363,643 | 10,058 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,264,624 | 8,656 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,031,368 | 9,321 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,150,740 | 10,166 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,093,145 | 10,686 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $984,795 | 10,375 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $331,459 | 7,950 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||