Position in SHOP
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$350,759
-$226,479 QoQ
Shares Held
2,957
-17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 29.48934731146432.ToString("F0")%
Shared 0.ToString("F0")%
None 70.51065268853569.ToString("F0")%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Keel Point, LLC holds $10,031,008 across 11 Software - Application names. SHOP ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
8,847 | $3,130,599 | |
| 2 | ADP |
Automatic Data Processing Inc
|
13,405 | $2,723,627 | |
| 3 | UBER |
Uber Technologies, Inc
|
14,452 | $1,039,532 | |
| 4 | CRM |
Salesforce, Inc.
|
5,065 | $945,483 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,730 | $414,162 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,634 | $379,934 | |
| 7 | SHOP |
Shopify Inc.
This page
|
2,957 | $350,759 | |
| 8 | INTU |
Intuit Inc.
|
755 | $326,446 |
All Filings in SHOP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,759 | 2,957 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $577,238 | 3,586 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $492,493 | 3,314 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $378,001 | 3,277 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $311,933 | 3,267 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $321,116 | 3,020 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $211,970 | 2,645 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $242,005 | 3,136 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||