Position in SHOP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$228,474
+$18,398 QoQ
Shares Held
2,001
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,331
of 1,697 holders
Holding Since
Sep 2020
11 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, 2026Douglas Lane & Associates, LLC holds $216,108,194 across 10 Software - Application names. SHOP ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
182,369 | $61,711,845 | |
| 2 | CRM |
Salesforce, Inc.
|
363,648 | $56,969,095 | |
| 3 | WDAY |
Workday, Inc.
|
329,994 | $40,397,865 | |
| 4 | INTU |
Intuit Inc.
|
104,847 | $27,365,067 | |
| 5 | UBER |
Uber Technologies, Inc
|
227,103 | $16,387,752 | |
| 6 | ADSK |
Autodesk, Inc.
|
59,543 | $11,576,350 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,833 | $634,450 | |
| 8 | ADBE |
Adobe Inc.
|
2,966 | $608,089 |
All Filings in SHOP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,474 | 2,001 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $210,076 | 1,771 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $285,077 | 1,771 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $263,188 | 1,771 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $216,281 | 1,875 | Shares | Sole | 2025-07-07 | |
| 2021-12-31 | $360,876 | 262 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $349,791 | 258 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $403,230 | 276 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $278,838 | 252 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $256,952 | 227 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $232,214 | 227 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||