Position in SHOP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$254,164
-$98,199 QoQ
Shares Held
2,226
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,283
of 1,697 holders
Holding Since
Mar 2025
5 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, 2026Joel Isaacson & Co., LLC holds $5,480,599 across 10 Software - Application names. SHOP ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
15,780 | $1,138,684 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,347 | $973,510 | |
| 3 | CRM |
Salesforce, Inc.
|
5,290 | $828,731 | |
| 4 | LSPD |
Lightspeed Commerce Inc.
|
69,286 | $726,810 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,647 | $709,049 | |
| 6 | SAP |
Sap SE
|
1,733 | $267,072 | |
| 7 | SHOP |
Shopify Inc.
This page
|
2,226 | $254,164 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,445 | $242,739 |
All Filings in SHOP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,164 | 2,226 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $352,363 | 2,189 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $347,301 | 2,337 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $269,572 | 2,337 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $223,136 | 2,337 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||