Position in SHOP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$180,473,022
-$9,669,974 QoQ
Shares Held
1,580,601
-1.4% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
25.30%
of 13F equity value
Holder Rank
#86
of 1,697 holders
Holding Since
Mar 2020
26 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, 2026Barton Investment Management holds $204,290,291 across 6 Software - Application names. SHOP ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
1,580,601 | $180,473,022 | |
| 2 | KVYO |
Klaviyo, Inc.
|
1,256,608 | $18,974,780 | |
| 3 | BL |
Blackline, Inc.
|
125,977 | $3,536,174 | |
| 4 | ADBE |
Adobe Inc.
|
3,200 | $656,064 | |
| 5 | BILL |
BILL Holdings, Inc.
|
9,312 | $336,721 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,400 | $313,530 |
All Filings in SHOP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,473,022 | 1,580,601 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $190,142,996 | 1,602,959 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $264,059,373 | 1,640,426 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $250,376,493 | 1,684,789 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $198,213,518 | 1,718,366 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $165,025,340 | 1,728,376 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $199,155,771 | 1,872,997 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $151,876,279 | 1,895,137 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $125,893,215 | 1,906,029 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $157,576,818 | 2,041,944 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $162,774,620 | 2,089,533 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $114,497,191 | 2,098,171 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $135,305,539 | 2,094,513 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $100,899,030 | 2,104,694 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $74,326,362 | 2,141,353 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $57,952,438 | 2,151,167 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $68,160,994 | 2,181,850 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $150,975,666 | 223,350 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $309,792,917 | 224,913 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $303,748,951 | 224,040 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $335,755,118 | 229,815 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $258,737,321 | 233,834 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $282,790,540 | 249,826 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $261,697,208 | 255,821 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $253,928,085 | 267,518 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $116,051,214 | 278,347 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||