Roundview Capital LLC

Position in SHOP — Shopify Inc.

CIK 1476804 PRINCETON, NJ

Position in SHOP

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,415,717

+$103,069 QoQ

Shares Held

12,399

+12.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#664

of 1,696 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Roundview Capital LLC holds $11,715,758 across 8 Software - Application names. SHOP ranks #5 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	12,737	$2,852,451
2	UBER	Uber Technologies, Inc	24,775	$1,787,764
3	TYL	Tyler Technologies Inc	5,711	$1,670,239
4	CRM	Salesforce, Inc.	10,017	$1,569,263
5	SHOP	Shopify Inc. This page	12,399	$1,415,717
6	FICO	Fair Isaac Corp	838	$1,001,225
7	INTU	Intuit Inc.	3,575	$933,075
8	HUBS	Hubspot Inc	2,663	$486,024

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,415,717	12,399	+12.0%	Shares	Sole	2026-07-30
2026-03-31	$1,312,648	11,066	+1.0%	Shares	Sole	2026-05-08
2025-12-31	$1,762,943	10,952	-1.9%	Shares	Sole	2026-02-09
2025-09-30	$1,659,825	11,169	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,288,344	11,169	-4.2%	Shares	Sole	2025-07-23
2025-03-31	$1,113,487	11,662	+0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,239,701	11,659	0.0%	Shares	Sole	2025-02-12
2024-09-30	$934,352	11,659	-9.9%	Shares	Sole	2024-11-14
2024-06-30	$854,620	12,939	-4.5%	Shares	Sole	2024-08-09
2024-03-31	$1,045,576	13,549	+0.1%	Shares	Sole	2024-05-06
2023-12-31	$1,053,909	13,529	+7.6%	Shares	Sole	2024-02-12
2023-09-30	$685,890	12,569	0.0%	Shares	Sole	2023-11-13
2023-06-30	$811,957	12,569	0.0%	Shares	Sole	2023-08-09
2023-03-31	$602,557	12,569	0.0%	Shares	Sole	2023-05-09
2022-12-31	$436,269	12,569	+4.7%	Shares	Sole	2023-02-13
2022-09-30	$323,549	12,010	-0.4%	Shares	Sole	2022-11-10
2022-06-30	$376,754	12,060	+900.0%	Shares	Sole	2022-08-11
2022-03-31	$815,207	1,206	-10.4%	Shares	Sole	2022-05-17
2021-12-31	$1,853,966	1,346	-1.6%	Shares	Sole	2022-02-10
2021-09-30	$1,854,707	1,368	+0.3%	Shares	Sole	2021-11-10
2021-06-30	$1,992,776	1,364	-8.4%	Shares	Sole	2021-08-10
2021-03-31	$1,647,578	1,489	-44.2%	Shares	Sole	2021-05-14
2020-12-31	$3,020,042	2,668	-2.0%	Shares	Sole	2021-02-08
2020-09-30	$2,785,547	2,723	-0.7%	Shares	Sole	2020-11-05
2020-06-30	$2,601,757	2,741	-31.0%	Shares	Sole	2020-08-13
2020-03-31	$1,657,296	3,975	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.