Position in SHOP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$252,109
+$29,104 QoQ
Shares Held
2,208
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,289
of 1,699 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BSW Wealth Partners holds $5,104,567 across 11 Software - Application names. SHOP ranks #9 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,384 | $757,846 | |
| 2 | CRM |
Salesforce, Inc.
|
4,555 | $713,586 | |
| 3 | SAP |
Sap SE
|
4,246 | $654,351 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,533 | $615,741 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,105 | $606,104 | |
| 6 | INTU |
Intuit Inc.
|
2,002 | $522,522 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,128 | $423,360 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,425 | $277,048 |
All Filings in SHOP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,109 | 2,208 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $223,005 | 1,880 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $318,237 | 1,977 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $284,588 | 1,915 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $277,416 | 2,405 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $227,051 | 2,378 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $269,121 | 2,531 | Shares | Sole | 2025-01-22 | |
| 2021-06-30 | $368,166 | 252 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $209,128 | 189 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||