Position in SHOP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,503,000
-$783,846 QoQ
Shares Held
21,101
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 30.586228140846405.ToString("F0")%
Shared 0.ToString("F0")%
None 69.4137718591536.ToString("F0")%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Allworth Financial LP holds $70,024,948 across 138 Software - Application names. SHOP ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
142,220 | $28,896,259 | |
| 2 | CRM |
Salesforce, Inc.
|
51,682 | $9,647,478 | |
| 3 | INTU |
Intuit Inc.
|
6,944 | $3,002,446 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
10,238 | $2,844,833 | |
| 5 | SNOW |
Snowflake Inc.
|
18,401 | $2,775,238 | |
| 6 | NOW |
ServiceNow, Inc.
|
24,897 | $2,602,981 | |
| 7 | UBER |
Uber Technologies, Inc
|
35,612 | $2,561,571 | |
| 8 | SHOP |
Shopify Inc.
This page
|
21,101 | $2,503,000 |
All Filings in SHOP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,503,000 | 21,101 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,286,846 | 20,419 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,299,736 | 22,204 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $2,355,100 | 20,417 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,284,015 | 13,448 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,595,268 | 15,003 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,031,321 | 12,869 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $845,506 | 12,801 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,009,692 | 13,084 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $888,994 | 11,412 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $642,234 | 11,769 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $658,920 | 10,200 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $486,734 | 10,153 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $331,202 | 9,542 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $242,055 | 8,985 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $290,532 | 9,300 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $53,400 | 790 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $108,676 | 789 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $106,971 | 789 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $112,349 | 769 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $101,687 | 919 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $32,486 | 287 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $41,532 | 406 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $29,045 | 306 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $26,891 | 645 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||