Position in SHOP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$432,513
+$6,312 QoQ
Shares Held
3,788
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,059
of 1,697 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Choate Investment Advisors holds $38,007,621 across 14 Software - Application names. SHOP ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
168,971 | $12,192,947 | |
| 2 | ADP |
Automatic Data Processing Inc
|
44,441 | $9,952,561 | |
| 3 | ADBE |
Adobe Inc.
|
39,678 | $8,134,783 | |
| 4 | TYL |
Tyler Technologies Inc
|
8,536 | $2,496,438 | |
| 5 | CRM |
Salesforce, Inc.
|
5,872 | $919,907 | |
| 6 | ROP |
Roper Technologies Inc
|
2,145 | $725,846 | |
| 7 | NOW |
ServiceNow, Inc.
|
6,208 | $616,330 | |
| 8 | INTU |
Intuit Inc.
|
2,279 | $594,819 |
All Filings in SHOP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,513 | 3,788 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $426,201 | 3,593 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $572,248 | 3,555 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $502,450 | 3,381 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $376,848 | 3,267 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $427,177 | 4,474 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $593,002 | 5,577 | Shares | Sole | 2025-02-10 | |
| 2023-09-30 | $622,916 | 11,415 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||