Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$204,382
-$7,947 QoQ
Shares Held
1,790
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,383
of 1,697 holders
Holding Since
Jun 2020
22 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, 2026Evercore Wealth Management, LLC holds $176,795,992 across 10 Software - Application names. SHOP ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,219,547 | $88,002,510 | |
| 2 | NOW |
ServiceNow, Inc.
|
589,067 | $58,482,571 | |
| 3 | ADP |
Automatic Data Processing Inc
|
54,502 | $12,205,722 | |
| 4 | ROP |
Roper Technologies Inc
|
29,760 | $10,070,485 | |
| 5 | CRM |
Salesforce, Inc.
|
24,691 | $3,868,092 | |
| 6 | ADBE |
Adobe Inc.
|
13,346 | $2,736,196 | |
| 7 | PAYX |
Paychex Inc
|
7,541 | $741,506 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
4,410 | $273,640 |
All Filings in SHOP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,382 | 1,790 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $212,329 | 1,790 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $610,076 | 3,790 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $563,231 | 3,790 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $437,176 | 3,790 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $395,287 | 4,140 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $440,737 | 4,145 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $331,779 | 4,140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $273,447 | 4,140 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $493,116 | 6,390 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $721,743 | 9,265 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $226,683 | 4,154 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $267,444 | 4,140 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $222,968 | 4,651 | Shares | Other | 2023-05-15 | |
| 2022-03-31 | $279,847 | 414 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $570,239 | 414 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $561,292 | 414 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $604,845 | 414 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $458,091 | 414 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $242,237 | 214 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $218,915 | 214 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $203,128 | 214 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||