Position in SHOP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,819
+$1,160 QoQ
Shares Held
86
+17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,598
of 1,697 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $343,166 across 45 Software - Application names. SHOP ranks #12 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
118 | $44,287 | |
| 2 | CRM |
Salesforce, Inc.
|
233 | $36,501 | |
| 3 | UBER |
Uber Technologies, Inc
|
398 | $28,719 | |
| 4 | SAP |
Sap SE
|
160 | $24,657 | |
| 5 | ADBE |
Adobe Inc.
|
119 | $24,397 | |
| 6 | ADP |
Automatic Data Processing Inc
|
107 | $23,962 | |
| 7 | ADSK |
Autodesk, Inc.
|
109 | $21,191 | |
| 8 | SNOW |
Snowflake Inc.
|
83 | $21,123 |
All Filings in SHOP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,819 | 86 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,659 | 73 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $11,750 | 73 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $6,538 | 44 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $7,036 | 61 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $2,291 | 24 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $2,977 | 28 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,602 | 20 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $11,228 | 170 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,543 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,558 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,091 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,292 | 20 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $958 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $694 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $538 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $624 | 20 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $135 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $275 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $271 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $292 | 2 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $3,098 | 28 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $2,943 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $2,762 | 27 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $2,942 | 31 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,626 | 39 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||