Position in SHOP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,877,233
+$89,749 QoQ
Shares Held
16,441
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#608
of 1,699 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $29,726,190 across 56 Software - Application names. SHOP ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
72,725 | $7,151,049 | |
| 2 | UBER |
Uber Technologies, Inc
|
53,028 | $3,826,500 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
9,592 | $3,600,069 | |
| 4 | ADP |
Automatic Data Processing Inc
|
15,133 | $3,389,035 | |
| 5 | SNOW |
Snowflake Inc.
|
12,201 | $3,105,154 | |
| 6 | SHOP |
Shopify Inc.
This page
|
16,441 | $1,877,233 | |
| 7 | INTU |
Intuit Inc.
|
4,445 | $1,160,145 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
15,852 | $1,120,894 |
All Filings in SHOP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,877,233 | 16,441 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,787,484 | 15,069 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,485,859 | 15,443 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $717,786 | 4,830 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $576,750 | 5,000 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,660,588 | 17,392 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,731,158 | 16,281 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,232,232 | 15,376 | Shares | Defined | 2024-11-18 | |
| 2024-03-31 | $19,292 | 250 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $20,254 | 260 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $14,188 | 260 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $24,741 | 383 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $15,292 | 319 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $12,322 | 355 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $9,563 | 355 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $21,868 | 700 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $44,613 | 66 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $219,005 | 159 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $185,741 | 137 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $205,998 | 141 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $94,052 | 85 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $29,430 | 26 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $26,597 | 26 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $24,679 | 26 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $6,253 | 15 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||