Position in SHOP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,333,382
+$674,482 QoQ
Shares Held
20,436
+46.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#562
of 1,688 holders
Holding Since
Mar 2020
25 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, 2026Institute for Wealth Management, LLC. holds $17,365,129 across 36 Software - Application names. SHOP ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,361 | $3,559,352 | |
| 2 | CRM |
Salesforce, Inc.
|
16,328 | $2,557,944 | |
| 3 | NOW |
ServiceNow, Inc.
|
24,680 | $2,450,230 | |
| 4 | SHOP |
Shopify Inc.
This page
|
20,436 | $2,333,382 | |
| 5 | DDOG |
Datadog, Inc.
|
4,940 | $1,286,178 | |
| 6 | SNOW |
Snowflake Inc.
|
3,449 | $877,770 | |
| 7 | WDAY |
Workday, Inc.
|
6,786 | $830,742 | |
| 8 | FICO |
Fair Isaac Corp
|
602 | $719,257 |
All Filings in SHOP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,333,382 | 20,436 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,658,900 | 13,985 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,501,045 | 9,325 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,454,446 | 9,787 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,152,231 | 9,989 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,032,998 | 10,819 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,032,464 | 9,710 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $728,152 | 9,086 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $553,829 | 8,385 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $296,255 | 3,839 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $381,320 | 4,895 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $267,120 | 4,895 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $316,217 | 4,895 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $287,927 | 6,006 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $212,702 | 6,128 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $319,993 | 11,878 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $297,092 | 9,510 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $450,865 | 667 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $946,334 | 698 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $987,622 | 676 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $668,326 | 604 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $662,190 | 585 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $721,193 | 705 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $729,934 | 769 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $318,951 | 765 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||