Position in SHOP
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$320,036
-$114,261 QoQ
Shares Held
2,698
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Annex Advisory Services, LLC holds $53,767,920 across 6 Software - Application names. SHOP ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
536,465 | $38,587,927 | |
| 2 | CRM |
Salesforce, Inc.
|
65,047 | $12,142,323 | |
| 3 | RDVT |
Red Violet, Inc.
|
46,195 | $1,598,347 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,836 | $576,218 | |
| 5 | INTU |
Intuit Inc.
|
1,256 | $543,069 | |
| 6 | SHOP |
Shopify Inc.
This page
|
2,698 | $320,036 |
All Filings in SHOP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $320,036 | 2,698 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $434,297 | 2,698 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $403,327 | 2,714 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $286,990 | 2,488 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $236,408 | 2,476 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $281,774 | 2,650 | Shares | Sole | 2025-01-16 | |
| 2021-12-31 | $23,966 | 174 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||