Position in SHOP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$643,975
-$25,041 QoQ
Shares Held
5,640
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#922
of 1,697 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $87,651,713 across 9 Software - Application names. SHOP ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
103,486 | $21,216,699 | |
| 2 | INTU |
Intuit Inc.
|
64,464 | $16,825,104 | |
| 3 | UBER |
Uber Technologies, Inc
|
171,290 | $12,360,286 | |
| 4 | ADSK |
Autodesk, Inc.
|
62,739 | $12,197,716 | |
| 5 | ADP |
Automatic Data Processing Inc
|
51,211 | $11,468,703 | |
| 6 | PAYX |
Paychex Inc
|
86,341 | $8,489,910 | |
| 7 | CRM |
Salesforce, Inc.
|
15,662 | $2,453,608 | |
| 8 | DUOL |
Duolingo, Inc.
|
17,351 | $1,995,712 |
All Filings in SHOP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,975 | 5,640 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $669,016 | 5,640 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $909,480 | 5,650 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $839,646 | 5,650 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $652,881 | 5,660 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $534,688 | 5,600 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $595,448 | 5,600 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $448,784 | 5,600 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $375,824 | 5,690 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $410,158 | 5,315 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $414,038 | 5,315 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $290,039 | 5,315 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $528,105 | 8,175 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $394,306 | 8,225 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $285,489 | 8,225 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $292,972 | 10,875 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $264,915 | 8,480 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $473,847 | 701 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $308,535 | 224 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $303,694 | 224 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $327,259 | 224 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $220,193 | 199 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $407,502 | 360 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $368,269 | 360 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $341,712 | 360 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||