Obermeyer Wealth Partners

Position in SHOP — Shopify Inc.

CIK 1349654 ASPEN, CO

Position in SHOP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$328,267

-$13,121 QoQ

Shares Held

2,875

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,165

of 1,699 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Obermeyer Wealth Partners holds $18,999,352 across 5 Software - Application names. SHOP ranks #2 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE	116,031	$17,881,537
2	SHOP	Shopify Inc. This page	2,875	$328,267
3	NOW	ServiceNow, Inc.	3,093	$307,073
4	ADBE	Adobe Inc.	1,270	$260,375
5	DOCU	Docusign, Inc.	5,000	$222,100

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,267	2,875	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$341,388	2,878	-54.0%	Shares	Sole	2026-04-21
2025-12-31	$1,006,545	6,253	-0.6%	Shares	Sole	2026-01-29
2025-09-30	$934,459	6,288	+1.6%	Shares	Sole	2025-10-27
2025-06-30	$714,131	6,191	+27.3%	Shares	Sole	2025-08-05
2025-03-31	$464,319	4,863	-8.4%	Shares	Sole	2025-05-06
2024-12-31	$564,293	5,307	+7.6%	Shares	Sole	2025-02-14
2024-09-30	$395,090	4,930	+4.2%	Shares	Sole	2024-11-05
2024-06-30	$312,416	4,730	+1.7%	Shares	Sole	2024-08-01
2024-03-31	$358,840	4,650	0.0%	Shares	Sole	2024-05-07
2023-12-31	$362,235	4,650	-2.5%	Shares	Sole	2024-01-31
2023-09-30	$260,298	4,770	+2.6%	Shares	Sole	2023-11-08
2023-06-30	$300,390	4,650	0.0%	Shares	Sole	2023-08-07
2023-03-31	$222,921	4,650	+802.9%	Shares	Sole	2023-05-09
2022-03-31	$348,119	515	0.0%	Shares	Sole	2022-05-16
2021-12-31	$709,355	515	+21.5%	Shares	Sole	2022-01-31
2021-09-30	$574,850	424	-12.4%	Shares	Sole	2021-10-19
2021-06-30	$707,114	484	+6.6%	Shares	Sole	2021-07-29
2021-03-31	$502,351	454	+0.9%	Shares	Sole	2021-05-10
2020-12-31	$509,377	450	0.0%	Shares	Sole	2021-02-03
2020-09-30	$460,336	450	-17.1%	Shares	Sole	2020-10-22
2020-06-30	$515,415	543	0.0%	Shares	Sole	2020-07-20
2020-03-31	$226,392	543	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.