Position in SHOP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,081,969
-$1,023,298 QoQ
Shares Held
9,476
-46.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#743
of 1,697 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $8,342,433 across 14 Software - Application names. SHOP ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,404 | $1,827,149 | |
| 2 | SHOP |
Shopify Inc.
This page
|
9,476 | $1,081,969 | |
| 3 | UBER |
Uber Technologies, Inc
|
12,068 | $870,826 | |
| 4 | INTU |
Intuit Inc.
|
2,405 | $627,705 | |
| 5 | CRM |
Salesforce, Inc.
|
3,886 | $608,780 | |
| 6 | ADBE |
Adobe Inc.
|
2,750 | $563,805 | |
| 7 | YOU |
Clear Secure, Inc.
|
7,904 | $440,489 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,202 | $428,112 |
All Filings in SHOP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,969 | 9,476 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,105,267 | 17,748 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,554,271 | 15,868 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $2,151,129 | 14,475 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,122,209 | 18,398 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,685,508 | 17,653 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,056,422 | 19,340 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,571,064 | 19,604 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $938,504 | 14,209 | Shares | Defined | 2024-08-09 | |
| 2022-06-30 | $291,937 | 9,345 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $612,419 | 906 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $1,260,311 | 915 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,157,836 | 854 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $1,202,386 | 823 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $1,086,583 | 982 | Shares | Defined | 2021-04-21 | |
| 2020-09-30 | $1,031,153 | 1,008 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $1,644,014 | 1,732 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $713,367 | 1,711 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||