Position in SHOP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$499,880
-$16,472 QoQ
Shares Held
4,378
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,007
of 1,699 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026West Family Investments, Inc. holds $6,294,647 across 15 Software - Application names. SHOP ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,051 | $683,271 | |
| 2 | SAP |
Sap SE
|
4,255 | $655,738 | |
| 3 | INTU |
Intuit Inc.
|
2,211 | $577,071 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
8,971 | $556,650 | |
| 5 | SHOP |
Shopify Inc.
This page
|
4,378 | $499,880 | |
| 6 | SNOW |
Snowflake Inc.
|
1,870 | $475,915 | |
| 7 | UBER |
Uber Technologies, Inc
|
6,062 | $437,433 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,202 | $417,174 |
All Filings in SHOP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,880 | 4,378 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $516,352 | 4,353 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,292,267 | 8,028 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,181,895 | 7,953 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $932,258 | 8,082 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $207,382 | 2,172 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $635,109 | 5,973 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $488,613 | 6,097 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $352,376 | 5,335 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $409,772 | 5,310 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $402,898 | 5,172 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $285,892 | 5,239 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $334,111 | 5,172 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $247,945 | 5,172 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $205,170 | 5,911 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $266,477 | 8,530 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $524,785 | 381 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $545,023 | 402 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $580,009 | 397 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||