Independent Advisor Alliance

Position in SHOP — Shopify Inc.

CIK 1696899 CHARLOTTE, NC

Position in SHOP

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,138,836

-$1,397,996 QoQ

Shares Held

18,031

-17.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Independent Advisor Alliance holds $52,705,688 across 20 Software - Application names. SHOP ranks #8 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MITK	Mitek Systems Inc	1,155,073	$15,593,485
2	MSTR	Strategy Inc	49,174	$6,136,914
3	UBER	Uber Technologies, Inc	66,017	$4,748,602
4	NOW	ServiceNow, Inc.	44,358	$4,637,628
5	CRM	Salesforce, Inc.	22,857	$4,266,715
6	ADBE	Adobe Inc.	13,525	$3,287,656
7	DSGX	Descartes Systems Group Inc	38,515	$2,756,133
8	SHOP	Shopify Inc. This page	18,031	$2,138,836

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,138,836	18,031	-17.9%	Shares	Sole	2026-05-12
2025-12-31	$3,536,832	21,972	+0.4%	Shares	Sole	2026-02-04
2025-09-30	$3,251,288	21,878	-5.3%	Shares	Sole	2025-11-04
2025-06-30	$2,664,700	23,101	-18.1%	Shares	Sole	2025-08-11
2025-03-31	$2,693,490	28,210	-2.4%	Shares	Sole	2025-05-12
2024-12-31	$3,074,425	28,914	-4.7%	Shares	Sole	2025-02-07
2024-09-30	$2,431,767	30,344	-1.1%	Shares	Sole	2024-11-13
2024-06-30	$2,027,008	30,689	+8.0%	Shares	Sole	2024-08-12
2024-03-31	$2,192,168	28,407	-9.0%	Shares	Sole	2024-05-08
2023-12-31	$2,431,258	31,210	+11.4%	Shares	Sole	2024-02-08
2023-09-30	$1,528,287	28,006	-48.6%	Shares	Sole	2023-10-24
2023-06-30	$3,518,373	54,464	+84.2%	Shares	Sole	2023-07-28
2023-03-31	$1,417,346	29,565	+0.9%	Shares	Sole	2023-05-12
2022-12-31	$1,016,933	29,298	+3.2%	Shares	Sole	2023-02-13
2022-09-30	$764,503	28,378	+15.5%	Shares	Sole	2022-11-04
2022-06-30	$767,441	24,566	+622.1%	Shares	Sole	2022-08-04
2022-03-31	$229,961	3,402	-9.6%	Shares	Sole	2022-05-06
2021-12-31	$518,449	3,764	-2.5%	Shares	Sole	2022-02-11
2021-09-30	$523,466	3,861	+1.7%	Shares	Sole	2021-11-01
2021-06-30	$554,880	3,798	+1.3%	Shares	Sole	2021-08-12
2021-03-31	$414,826	3,749	+31.8%	Shares	Sole	2021-05-14
2020-12-31	$322,039	2,845	-5.7%	Shares	Sole	2021-02-11
2020-09-30	$308,732	3,018	+4.8%	Shares	Sole	2020-11-04
2020-06-30	$273,369	2,880	+26.6%	Shares	Sole	2020-08-06
2020-03-31	$94,851	2,275	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.