Creative Planning

Position in SHOP — Shopify Inc.

CIK 1540235 OVERLAND PARK, KS

Back to SHOP Full portfolio

Position in SHOP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$53,645,417

+$1,413,948 QoQ

Shares Held

469,832

+6.7% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#147

of 1,699 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SHOP Over Time

Shares Held

Position Value (USD)

Derivatives in SHOP

reported options exposure · as of Sep 30, 2022

CallValue

$2,000

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 Jun 30, 2026

Creative Planning holds $804,282,438 across 108 Software - Application names. SHOP ranks #2 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	236,839	$60,275,525
2	SHOP	Shopify Inc. This page	469,832	$53,645,417
3	CRM	Salesforce, Inc.	336,625	$52,735,671
4	NOW	ServiceNow, Inc.	500,297	$49,669,485
5	ADP	Automatic Data Processing Inc	185,212	$41,478,226
6	CDNS	Cadence Design Systems Inc	90,759	$34,063,667
7	PAYX	Paychex Inc	321,743	$31,636,988
8	UBER	Uber Technologies, Inc	420,860	$30,369,257

All Filings in SHOP

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,645,417	469,832	+6.7%	Shares	Defined	2026-08-13
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	+3.4%	Shares	Sole	2022-11-03
2022-09-30	$2,000	1,000	0.0%	Call	Sole	2022-11-03
2022-06-30	$6,000	1,000	+900.0%	Call	Sole	2022-08-15
2022-06-30	$5,387,900	172,468	+753.5%	Shares	Sole	2022-08-15
2022-03-31	$13,659,799	20,208	-0.9%	Shares	Sole	2022-05-16
2021-12-31	$28,090,491	20,394	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$135,578	100	0.0%	Call	Sole	2021-11-10
2021-09-30	$27,520,978	20,299	-4.5%	Shares	Sole	2021-11-10
2021-06-30	$31,044,364	21,249	-20.7%	Shares	Sole	2021-08-04
2021-06-30	$146,098	100	-90.9%	Call	Sole	2021-08-04
2021-03-31	$599,250	1,100	+175.0%	Call	Sole	2021-04-30
2021-03-31	$29,644,241	26,791	-3.7%	Shares	Sole	2021-04-30
2020-12-31	$245,390	400	0.0%	Call	Sole	2021-01-29
2020-12-31	$31,506,696	27,834	+34.0%	Shares	Sole	2021-01-29
2020-09-30	$21,253,224	20,776	+9.6%	Shares	Sole	2020-11-05
2020-09-30	$223,594	400	-73.3%	Call	Sole	2020-11-05
2020-06-30	$17,993,984	18,957	-3.1%	Shares	Sole	2020-07-23
2020-06-30	$1,344,880	1,500	+66.7%	Call	Sole	2020-07-23
2020-03-31	$46,000	900	—	Call	Sole	2020-05-05
2020-03-31	$8,153,483	19,556	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.