Gerber Kawasaki Wealth & Investment Management
Position in SHOP — Shopify Inc.
CIK 1666736
SANTA MONICA, CA
Position in SHOP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,808,083
+$811,973 QoQ
Shares Held
155,965
+8.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#249
of 1,697 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Derivatives in SHOP
reported options exposure · as of Jun 30, 2023CallValue
$193,800
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Gerber Kawasaki Wealth & Investment Management holds $24,474,598 across 7 Software - Application names. SHOP ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
155,965 | $17,808,083 | |
| 2 | UBER |
Uber Technologies, Inc
|
33,485 | $2,416,277 | |
| 3 | CRM |
Salesforce, Inc.
|
12,221 | $1,914,541 | |
| 4 | SNOW |
Snowflake Inc.
|
2,789 | $709,800 | |
| 5 | TTAN |
ServiceTitan, Inc.
|
9,333 | $659,936 | |
| 6 | DDOG |
Datadog, Inc.
|
2,173 | $565,762 | |
| 7 | ADBE |
Adobe Inc.
|
1,952 | $400,199 |
All Filings in SHOP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,808,083 | 155,965 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,996,110 | 143,282 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,809,191 | 42,301 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,325,584 | 42,565 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,854,389 | 42,084 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,360,399 | 14,248 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,554,969 | 14,624 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,108,977 | 13,838 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,042,929 | 15,790 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,331,182 | 17,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,449,251 | 18,604 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,183,950 | 21,696 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $193,800 | 3,000 | Call | Sole | 2023-08-10 | |
| 2023-06-30 | $1,078,949 | 16,702 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $608,933 | 12,702 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $573,443 | 16,521 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $711,700 | 26,418 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $880,968 | 28,200 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,470,544 | 8,093 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,206,533 | 3,780 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,998,760 | 3,687 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,602,087 | 3,150 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,452,280 | 3,120 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,121,918 | 2,758 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,643,912 | 1,607 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,654,455 | 1,743 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $747,555 | 1,793 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||