Position in SHOP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$915,381
-$118,748 QoQ
Shares Held
8,017
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#790
of 1,697 holders
Holding Since
Dec 2020
21 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, 2026Perigon Wealth Management, LLC holds $32,924,582 across 25 Software - Application names. SHOP ranks #12 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
36,566 | $5,728,429 | |
| 2 | NOW |
ServiceNow, Inc.
|
54,637 | $5,424,361 | |
| 3 | UBER |
Uber Technologies, Inc
|
50,584 | $3,650,141 | |
| 4 | ADP |
Automatic Data Processing Inc
|
12,253 | $2,744,059 | |
| 5 | SNOW |
Snowflake Inc.
|
8,997 | $2,289,736 | |
| 6 | SAP |
Sap SE
|
9,477 | $1,460,500 | |
| 7 | INTU |
Intuit Inc.
|
5,039 | $1,315,179 | |
| 8 | CHYM |
Chime Financial, Inc.
|
57,137 | $1,170,165 |
All Filings in SHOP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,381 | 8,017 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,034,129 | 8,718 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,391,907 | 8,647 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,239,556 | 8,341 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $980,936 | 8,504 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $652,223 | 6,831 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $827,991 | 7,787 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $584,701 | 7,296 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $470,936 | 7,130 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $756,034 | 9,797 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $763,809 | 9,805 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $529,001 | 9,694 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $567,188 | 8,780 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $498,336 | 10,395 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $300,276 | 8,651 | Shares | Sole | 2023-05-01 | |
| 2022-03-31 | $320,405 | 474 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $541,314 | 393 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $349,791 | 258 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $315,571 | 216 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $257,814 | 233 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $131,306 | 116 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||