Position in SHOP
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$341,388
-$665,157 QoQ
Shares Held
2,878
-54.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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, 2026Obermeyer Wealth Partners holds $19,770,854 across 8 Software - Application names. SHOP ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
101,445 | $17,368,398 | |
| 2 | CRM |
Salesforce, Inc.
|
4,023 | $750,973 | |
| 3 | SHOP |
Shopify Inc.
This page
|
2,878 | $341,388 | |
| 4 | ADBE |
Adobe Inc.
|
1,344 | $326,699 | |
| 5 | INTU |
Intuit Inc.
|
648 | $280,182 | |
| 6 | DOCU |
Docusign, Inc.
|
5,000 | $237,050 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,152 | $234,063 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,220 | $232,101 |
All Filings in SHOP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,388 | 2,878 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,006,545 | 6,253 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $934,459 | 6,288 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $714,131 | 6,191 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $464,319 | 4,863 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $564,293 | 5,307 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $395,090 | 4,930 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $312,416 | 4,730 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $358,840 | 4,650 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $362,235 | 4,650 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $260,298 | 4,770 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $300,390 | 4,650 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $222,921 | 4,650 | Shares | Sole | 2023-05-09 | |
| 2022-03-31 | $34,811 | 515 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $70,935 | 515 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $57,485 | 424 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $70,711 | 484 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $50,235 | 454 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $50,937 | 450 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $46,033 | 450 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $51,541 | 543 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $22,639 | 543 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||