Position in SHOP
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,398,476
+$808,935 QoQ
Shares Held
12,248
+146.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#668
of 1,697 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pure Financial Advisors, LLC holds $7,899,654 across 13 Software - Application names. SHOP ranks #1 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
12,248 | $1,398,476 | |
| 2 | SAP |
Sap SE
|
7,247 | $1,116,835 | |
| 3 | UBER |
Uber Technologies, Inc
|
13,166 | $950,058 | |
| 4 | NOW |
ServiceNow, Inc.
|
8,620 | $855,793 | |
| 5 | CRM |
Salesforce, Inc.
|
4,585 | $718,286 | |
| 6 | PAYX |
Paychex Inc
|
6,824 | $671,003 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,231 | $499,632 | |
| 8 | ADBE |
Adobe Inc.
|
2,208 | $452,684 |
All Filings in SHOP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,476 | 12,248 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $589,541 | 4,970 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $695,712 | 4,322 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $574,823 | 3,868 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $399,341 | 3,462 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $281,570 | 2,949 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $259,019 | 2,436 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||