Position in SHOP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$149,119
+$147,742 QoQ
Shares Held
1,306
+12960.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,412
of 1,697 holders
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $2,173,158 across 16 Software - Application names. SHOP ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
7,824 | $1,604,076 | |
| 2 | ADP |
Automatic Data Processing Inc
|
752 | $168,410 | |
| 3 | SHOP |
Shopify Inc.
This page
|
1,306 | $149,119 | |
| 4 | ADSK |
Autodesk, Inc.
|
389 | $75,629 | |
| 5 | CRM |
Salesforce, Inc.
|
433 | $67,833 | |
| 6 | NOW |
ServiceNow, Inc.
|
335 | $33,258 | |
| 7 | PAYX |
Paychex Inc
|
290 | $28,515 | |
| 8 | SOUN |
Soundhound Ai, Inc.
|
2,801 | $18,122 |
All Filings in SHOP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,119 | 1,306 | Shares | Sole | 2026-07-28 | |
| 2021-12-31 | $1,377 | 1 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||