Sowell Financial Services LLC

Position in SHOP — Shopify Inc.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in SHOP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,304,392

-$237,074 QoQ

Shares Held

11,424

-12.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#684

of 1,691 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sowell Financial Services LLC holds $18,415,298 across 18 Software - Application names. SHOP ranks #2 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	120,770	$8,714,763
2	SHOP	Shopify Inc. This page	11,424	$1,304,392
3	CRM	Salesforce, Inc.	7,989	$1,251,556
4	ADP	Automatic Data Processing Inc	3,891	$871,389
5	DDOG	Datadog, Inc.	3,055	$795,399
6	SNOW	Snowflake Inc.	2,493	$634,468
7	ADBE	Adobe Inc.	3,017	$618,545
8	CDNS	Cadence Design Systems Inc	1,540	$577,992

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,304,392	11,424	-12.1%	Shares	Sole	2026-07-20
2026-03-31	$1,541,466	12,995	-19.6%	Shares	Sole	2026-04-20
2025-12-31	$2,602,723	16,169	-3.7%	Shares	Sole	2026-01-21
2025-09-30	$2,494,567	16,786	+20.2%	Shares	Sole	2025-10-17
2025-06-30	$1,610,862	13,965	-14.4%	Shares	Sole	2025-07-14
2025-03-31	$1,557,947	16,317	-34.2%	Shares	Sole	2025-04-17
2024-12-31	$2,636,771	24,798	+2.6%	Shares	Sole	2025-02-07
2024-09-30	$1,937,464	24,176	+19.6%	Shares	Sole	2024-10-04
2024-06-30	$1,335,464	20,219	+322.4%	Shares	Sole	2024-08-13
2023-03-31	$229,488	4,787	+491.7%	Shares	Sole	2023-05-12
2021-03-31	$895,158	809	-78.5%	Shares	Sole	2021-05-07
2020-12-31	$4,266,319	3,769	+186.2%	Shares	Sole	2021-01-13
2020-09-30	$1,347,251	1,317	-26.0%	Shares	Sole	2020-11-12
2020-06-30	$1,689,576	1,780	+38.5%	Shares	Sole	2020-08-13
2020-03-31	$535,755	1,285	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.