Position in SHOP
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,992,697
-$601,012 QoQ
Shares Held
16,799
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $37,485,087 across 44 Software - Application names. SHOP ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
11,299 | $4,885,461 | |
| 2 | MSTR |
Strategy Inc
|
17,368 | $2,167,526 | |
| 3 | SHOP |
Shopify Inc.
This page
|
16,799 | $1,992,697 | |
| 4 | ADBE |
Adobe Inc.
|
7,755 | $1,885,085 | |
| 5 | PAYX |
Paychex Inc
|
17,340 | $1,597,360 | |
| 6 | CRM |
Salesforce, Inc.
|
8,487 | $1,584,268 | |
| 7 | ROP |
Roper Technologies Inc
|
4,341 | $1,536,106 | |
| 8 | TEAM |
Atlassian Corp
|
21,023 | $1,434,819 |
All Filings in SHOP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,992,697 | 16,799 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,593,709 | 16,113 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,108,330 | 14,187 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,772,122 | 15,363 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,662,497 | 17,412 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,091,617 | 19,671 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,905,969 | 23,783 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,103,299 | 16,704 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,339,671 | 17,360 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,981,386 | 25,435 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,394,099 | 25,547 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,090,391 | 32,359 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,163,628 | 45,132 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $801,072 | 23,079 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $618,919 | 22,974 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $516,803 | 16,543 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $115,251 | 1,705 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $202,063 | 1,467 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $210,145 | 1,550 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $221,630 | 1,517 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $159,778 | 1,444 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $180,885 | 1,598 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $130,224 | 1,273 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $119,978 | 1,264 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $74,422 | 1,785 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||