Position in SHOP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$257,247
+$2,926 QoQ
Shares Held
2,253
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,278
of 1,697 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $5,786,221 across 13 Software - Application names. SHOP ranks #11 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADSK |
Autodesk, Inc.
|
3,916 | $761,348 | |
| 2 | ZM |
Zoom Communications, Inc.
|
7,846 | $677,187 | |
| 3 | INTU |
Intuit Inc.
|
2,480 | $647,280 | |
| 4 | CRM |
Salesforce, Inc.
|
3,459 | $541,886 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,433 | $537,833 | |
| 6 | DDOG |
Datadog, Inc.
|
1,856 | $483,227 | |
| 7 | UBER |
Uber Technologies, Inc
|
6,423 | $463,483 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,748 | $391,463 |
All Filings in SHOP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,247 | 2,253 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $254,321 | 2,144 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $345,119 | 2,144 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $318,619 | 2,144 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $247,310 | 2,144 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $204,709 | 2,144 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||