Position in SHOP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,280
+$1,298 QoQ
Shares Held
62
+47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,624
of 1,697 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Capital Analysts, LLC holds $6,987,914 across 27 Software - Application names. SHOP ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
49,664 | $3,583,753 | |
| 2 | CRM |
Salesforce, Inc.
|
5,611 | $879,018 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,221 | $514,869 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,063 | $398,965 | |
| 5 | TYL |
Tyler Technologies Inc
|
1,270 | $371,424 | |
| 6 | ADBE |
Adobe Inc.
|
1,644 | $337,052 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,153 | $258,213 | |
| 8 | SAP |
Sap SE
|
1,243 | $191,557 |
All Filings in SHOP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,280 | 62 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $4,982 | 42 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,006 | 102 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $12,931 | 102 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,765 | 102 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $11,744 | 123 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,078 | 123 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,620 | 145 | Shares | Defined | 2024-11-13 | |
| 2022-03-31 | $8,111 | 12 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $358,121 | 260 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $352,502 | 260 | Shares | Defined | 2021-11-04 | |
| 2021-03-31 | $327,524 | 296 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $134,702 | 119 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $837,812 | 819 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $777,394 | 819 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $501,983 | 1,204 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||