Position in SHOP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,473,001
-$150,213 QoQ
Shares Held
39,175
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#450
of 1,699 holders
Holding Since
Mar 2021
22 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, 2026Westside Investment Management, Inc. holds $24,924,581 across 27 Software - Application names. SHOP ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
118,779 | $8,571,092 | |
| 2 | SHOP |
Shopify Inc.
This page
|
39,175 | $4,473,001 | |
| 3 | SNOW |
Snowflake Inc.
|
17,399 | $4,428,045 | |
| 4 | ADBE |
Adobe Inc.
|
12,105 | $2,481,766 | |
| 5 | CRM |
Salesforce, Inc.
|
10,480 | $1,641,796 | |
| 6 | INTU |
Intuit Inc.
|
5,086 | $1,327,446 | |
| 7 | IDCC |
InterDigital, Inc.
|
3,467 | $981,611 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,805 | $377,760 |
All Filings in SHOP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,473,001 | 39,175 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,623,214 | 38,975 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,296,824 | 39,118 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,066,407 | 40,821 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,806,403 | 41,668 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,843,070 | 40,250 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,356,340 | 40,970 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,391,524 | 42,320 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $2,874,496 | 43,520 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,398,566 | 44,040 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,611,444 | 46,360 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,484,026 | 45,520 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,940,592 | 45,520 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,340,430 | 48,820 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,665,385 | 47,980 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,145,219 | 42,510 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $978,123 | 31,310 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,101,814 | 1,630 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $13,773 | 10 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $13,557 | 10 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $14,609 | 10 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $11,065 | 10 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||