Position in SHOP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,105,672
+$3,015,232 QoQ
Shares Held
44,716
+153.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#425
of 1,703 holders
Holding Since
Dec 2020
18 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, 2026Wealthspire Advisors, LLC holds $33,858,836 across 19 Software - Application names. SHOP ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
38,180 | $5,981,278 | |
| 2 | UBER |
Uber Technologies, Inc
|
75,428 | $5,442,884 | |
| 3 | NOW |
ServiceNow, Inc.
|
52,188 | $5,181,224 | |
| 4 | SHOP |
Shopify Inc.
This page
|
44,716 | $5,105,672 | |
| 5 | ADP |
Automatic Data Processing Inc
|
12,886 | $2,885,819 | |
| 6 | MSTR |
Strategy Inc
|
21,715 | $1,887,684 | |
| 7 | PAYX |
Paychex Inc
|
13,969 | $1,373,571 | |
| 8 | INTU |
Intuit Inc.
|
4,783 | $1,248,363 |
All Filings in SHOP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,105,672 | 44,716 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,090,440 | 17,623 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,277,349 | 20,360 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,643,474 | 17,788 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $874,814 | 7,584 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $712,567 | 7,463 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,560,605 | 14,677 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,132,538 | 14,132 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $885,598 | 13,408 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $263,998 | 3,421 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $277,324 | 3,560 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $224,282 | 4,110 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $234,239 | 3,626 | Shares | Sole | 2023-08-01 | |
| 2022-03-31 | $287,283 | 425 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $695,581 | 505 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $860,920 | 635 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $829,875 | 750 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $478,814 | 423 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||