Position in SHOP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$428,745
+$6,814 QoQ
Shares Held
3,755
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,062
of 1,696 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $6,097,224 across 11 Software - Application names. SHOP ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,063 | $949,829 | |
| 2 | UBER |
Uber Technologies, Inc
|
13,117 | $946,522 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,727 | $834,661 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,700 | $764,456 | |
| 5 | DDOG |
Datadog, Inc.
|
1,678 | $436,884 | |
| 6 | SHOP |
Shopify Inc.
This page
|
3,755 | $428,745 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,088 | $408,348 | |
| 8 | INTU |
Intuit Inc.
|
1,426 | $372,186 |
All Filings in SHOP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,745 | 3,755 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $421,931 | 3,557 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $456,028 | 2,833 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $454,597 | 3,059 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $401,764 | 3,483 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $337,330 | 3,533 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $363,329 | 3,417 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $309,981 | 3,868 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $254,688 | 3,856 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $272,795 | 3,535 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $347,434 | 4,460 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $292,495 | 5,360 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $336,113 | 5,203 | Shares | Sole | 2023-08-03 | |
| 2021-12-31 | $298,893 | 217 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $294,204 | 217 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $292,196 | 200 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $203,751 | 180 | Shares | Sole | 2021-02-09 | |
| 2020-06-30 | $665,389 | 701 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $479,052 | 1,149 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||