Position in SHOP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$341,398
+$35,596 QoQ
Shares Held
2,990
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,152
of 1,695 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Smith Salley Wealth Management holds $18,000,892 across 6 Software - Application names. SHOP ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
32,879 | $11,125,924 | |
| 2 | NOW |
ServiceNow, Inc.
|
30,900 | $3,067,752 | |
| 3 | CRM |
Salesforce, Inc.
|
16,453 | $2,577,526 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,227 | $498,736 | |
| 5 | TYL |
Tyler Technologies Inc
|
1,332 | $389,556 | |
| 6 | SHOP |
Shopify Inc.
This page
|
2,990 | $341,398 |
All Filings in SHOP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,398 | 2,990 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $305,802 | 2,578 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $418,682 | 2,601 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $260,513 | 1,753 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $251,001 | 2,176 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $209,895 | 1,974 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||