Position in SHOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,055,799
+$193,499 QoQ
Shares Held
26,763
+10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#510
of 1,696 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)
Position in Software - Application
Technology · as of Jun 30, 2026Mutual Advisors, LLC holds $16,496,900 across 17 Software - Application names. SHOP ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
16,930 | $3,470,988 | |
| 2 | SHOP |
Shopify Inc.
This page
|
26,763 | $3,055,799 | |
| 3 | ADP |
Automatic Data Processing Inc
|
9,038 | $2,024,060 | |
| 4 | CRM |
Salesforce, Inc.
|
11,346 | $1,777,464 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,168 | $1,189,013 | |
| 6 | NOW |
ServiceNow, Inc.
|
11,360 | $1,127,820 | |
| 7 | UBER |
Uber Technologies, Inc
|
10,257 | $740,145 | |
| 8 | INTU |
Intuit Inc.
|
2,330 | $608,130 |
All Filings in SHOP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,055,799 | 26,763 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,862,300 | 24,130 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,511,721 | 21,816 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,034,764 | 20,421 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,545,774 | 22,070 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,204,251 | 23,086 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,480,572 | 23,329 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,978,416 | 24,687 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,677,934 | 25,404 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,937,584 | 25,108 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,349,541 | 30,161 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,556,445 | 28,522 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,777,339 | 27,513 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,298,406 | 27,084 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,271,947 | 36,645 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $961,758 | 35,700 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,096,211 | 35,090 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,389,773 | 2,056 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,476,547 | 1,798 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,114,451 | 822 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,214,074 | 831 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $848,685 | 767 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $850,094 | 751 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $738,584 | 722 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $598,945 | 631 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $257,245 | 617 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||