Creative Planning

Position in SHOP — Shopify Inc.

CIK 1540235 OVERLAND PARK, KS

Back to SHOP Full portfolio

Position in SHOP

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$52,231,469

-$13,666,590 QoQ

Shares Held

440,326

+7.6% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.3583708434205566.ToString("F0")% Shared 0.ToString("F0")% None 99.64162915657944.ToString("F0")%

Common Shares in SHOP Over Time

Shares Held

Position Value (USD)

Derivatives in SHOP

reported options exposure · as of Sep 30, 2022

CallValue

$26,940

CallShares

1,000

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Mar 31, 2026

Creative Planning holds $742,225,652 across 109 Software - Application names. SHOP ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	384,586	$71,790,668
2	NOW	ServiceNow, Inc.	529,490	$55,358,179
3	SHOP	Shopify Inc. This page	440,326	$52,231,469
4	INTU	Intuit Inc.	92,850	$40,146,482
5	ADBE	Adobe Inc.	152,209	$36,998,963
6	SNOW	Snowflake Inc.	237,364	$35,799,238
7	UBER	Uber Technologies, Inc	474,134	$34,104,457
8	BSY	Bentley Systems Inc	882,370	$30,988,833

All Filings in SHOP

Export CSV

34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,231,469	440,326	+7.6%	Shares	Defined	2026-05-12
2025-12-31	$65,898,059	409,381	+6.5%	Shares	Sole	2026-02-17
2025-09-30	$57,134,897	384,462	+4.9%	Shares	Defined	2025-11-14
2025-06-30	$42,273,006	366,476	+9.3%	Shares	Sole	2025-08-08
2025-03-31	$32,021,508	335,374	+12.7%	Shares	Sole	2025-05-15
2024-12-31	$31,631,366	297,483	-24.2%	Shares	Defined	2025-02-14
2024-09-30	$31,448,137	392,415	+4.4%	Shares	Defined	2024-10-11
2024-06-30	$24,837,437	376,040	+45.5%	Shares	Defined	2024-08-15
2024-03-31	$19,944,354	258,447	+8.0%	Shares	Defined	2024-05-13
2023-12-31	$18,637,808	239,253	-18.9%	Shares	Defined	2024-02-14
2023-09-30	$16,104,589	295,118	+54.4%	Shares	Sole	2023-11-16
2023-06-30	$12,348,806	191,158	+6.4%	Shares	Sole	2023-07-21
2023-03-31	$8,610,359	179,607	-4.0%	Shares	Sole	2023-05-15
2022-12-31	$6,494,588	187,110	+5.0%	Shares	Sole	2023-02-10
2022-09-30	$4,802,701	178,274	+17727.4%	Shares	Sole	2022-11-03
2022-09-30	$26,940	1,000	0.0%	Call	Sole	2022-11-03
2022-06-30	$31,240	1,000	-99.4%	Call	Sole	2022-08-15
2022-06-30	$5,387,900	172,468	+753.5%	Shares	Sole	2022-08-15
2022-03-31	$1,365,979	20,208	-0.9%	Shares	Sole	2022-05-16
2021-12-31	$2,809,049	20,394	+20294.0%	Shares	Sole	2022-02-11
2021-09-30	$13,557	100	-99.5%	Call	Sole	2021-11-10
2021-09-30	$2,752,097	20,299	-4.5%	Shares	Sole	2021-11-10
2021-06-30	$3,104,436	21,249	+21149.0%	Shares	Sole	2021-08-04
2021-06-30	$14,609	100	-90.9%	Call	Sole	2021-08-04
2021-03-31	$121,715	1,100	-95.9%	Call	Sole	2021-04-30
2021-03-31	$2,964,424	26,791	+6597.8%	Shares	Sole	2021-04-30
2020-12-31	$45,277	400	-98.6%	Call	Sole	2021-01-29
2020-12-31	$3,150,669	27,834	+34.0%	Shares	Sole	2021-01-29
2020-09-30	$2,125,322	20,776	+5094.0%	Shares	Sole	2020-11-05
2020-09-30	$40,917	400	-97.9%	Call	Sole	2020-11-05
2020-06-30	$1,799,398	18,957	+1163.8%	Shares	Sole	2020-07-23
2020-06-30	$142,380	1,500	+66.7%	Call	Sole	2020-07-23
2020-03-31	$37,521	900	-95.4%	Call	Sole	2020-05-05
2020-03-31	$815,348	19,556	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.