Position in SHOP
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$14,708
+$9,557 QoQ
Shares Held
124
+287.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026JNBA Financial Advisors holds $1,075,773 across 23 Software - Application names. SHOP ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
4,105 | $766,280 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
322 | $89,474 | |
| 3 | ADP |
Automatic Data Processing Inc
|
289 | $58,719 | |
| 4 | SPSC |
Sps Commerce Inc
|
600 | $33,402 | |
| 5 | INTU |
Intuit Inc.
|
51 | $22,051 | |
| 6 | ADBE |
Adobe Inc.
|
90 | $21,877 | |
| 7 | NOW |
ServiceNow, Inc.
|
141 | $14,741 | |
| 8 | SHOP |
Shopify Inc.
This page
|
124 | $14,708 |
All Filings in SHOP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,708 | 124 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,151 | 32 | Shares | Sole | 2026-01-26 | |
| 2021-12-31 | $5,234 | 38 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,389 | 25 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,652 | 25 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||