Position in SHOP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,003,528
+$138,551 QoQ
Shares Held
8,789
+20.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#766
of 1,699 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, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. SHOP ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in SHOP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,528 | 8,789 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $864,977 | 7,292 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,257,497 | 7,812 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,160,495 | 7,809 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,508,862 | 21,750 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $972,177 | 10,182 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,438,040 | 22,929 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,593,503 | 19,884 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $581,900 | 8,810 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,325,934 | 17,182 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,211,113 | 28,384 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $449,220 | 8,232 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $418,155 | 6,473 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $198,663 | 4,144 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,565 | 10,266 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $295,046 | 10,952 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $215,587 | 6,901 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $332,572 | 492 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $422,858 | 307 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $604,677 | 446 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $568,321 | 389 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $484,647 | 438 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $500,321 | 442 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $296,661 | 290 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $577,113 | 608 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $288,098 | 691 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||