Position in SHOP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$465,169,890
-$52,263,716 QoQ
Shares Held
4,074,005
-6.6% QoQ
Ownership
0.317%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#43
of 1,697 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Derivatives in SHOP
reported options exposure · as of Dec 31, 2025CallValue
$122,594,752
CallShares
761,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Artisan Partners Limited Partnership holds $1,494,614,086 across 15 Software - Application names. SHOP ranks #1 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
4,074,005 | $465,169,890 | |
| 2 | TYL |
Tyler Technologies Inc
|
704,625 | $206,074,627 | |
| 3 | NOW |
ServiceNow, Inc.
|
1,231,729 | $122,286,055 | |
| 4 | GWRE |
Guidewire Software, Inc.
|
970,325 | $119,398,491 | |
| 5 | GRAB |
Grab Holdings Ltd
|
30,655,509 | $115,571,268 | |
| 6 | SNOW |
Snowflake Inc.
|
443,946 | $112,984,257 | |
| 7 | NICE |
NICE Ltd.
|
1,076,768 | $97,824,372 | |
| 8 | AGYS |
Agilysys Inc
|
692,735 | $72,390,807 |
All Filings in SHOP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,169,890 | 4,074,005 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $517,433,606 | 4,362,111 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $122,594,752 | 761,600 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $707,179,842 | 4,393,240 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,022,655,851 | 6,881,474 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $846,881,590 | 7,341,843 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $744,954,533 | 7,802,205 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $779,661,003 | 7,332,465 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $783,406,245 | 9,775,471 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $591,288,979 | 8,952,142 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $503,517,889 | 6,524,788 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $499,815,358 | 6,416,115 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $262,461,672 | 4,809,633 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $174,152,556 | 2,695,860 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $119,895,159 | 2,500,942 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $73,025,119 | 2,103,864 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $51,418,088 | 1,908,615 | Shares | Sole | 2022-11-10 | |
| 2022-03-31 | $336,609,153 | 497,972 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $634,058,070 | 460,333 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $628,629,089 | 463,666 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $563,443,007 | 385,661 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $337,255,667 | 304,795 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||