Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,395,838
-$343,690 QoQ
Shares Held
20,983
-9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#556
of 1,697 holders
Holding Since
Jun 2024
9 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, 2026World Investment Advisors holds $48,485,283 across 20 Software - Application names. SHOP ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
68,352 | $10,708,024 | |
| 2 | UBER |
Uber Technologies, Inc
|
122,756 | $8,858,072 | |
| 3 | NOW |
ServiceNow, Inc.
|
43,509 | $4,319,573 | |
| 4 | ADBE |
Adobe Inc.
|
19,946 | $4,089,328 | |
| 5 | ADSK |
Autodesk, Inc.
|
18,907 | $3,675,898 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
9,195 | $3,451,067 | |
| 7 | ADP |
Automatic Data Processing Inc
|
10,755 | $2,408,582 | |
| 8 | SHOP |
Shopify Inc.
This page
|
20,983 | $2,395,838 |
All Filings in SHOP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,395,838 | 20,983 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,739,528 | 23,095 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,398,827 | 27,327 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $3,971,898 | 26,727 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,596,296 | 22,508 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,197,949 | 23,020 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,398,698 | 22,559 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,021,865 | 12,751 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $394,648 | 5,975 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||