Independent Advisor Alliance

Position in SHOP — Shopify Inc.

CIK 1696899 CHARLOTTE, NC

Position in SHOP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,153,434

+$14,598 QoQ

Shares Held

18,860

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#582

of 1,697 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Independent Advisor Alliance holds $59,983,238 across 24 Software - Application names. SHOP ranks #9 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MITK	Mitek Systems Inc	1,137,006	$22,887,930
2	NOW	ServiceNow, Inc.	70,036	$6,953,173
3	UBER	Uber Technologies, Inc	61,837	$4,462,157
4	MSTR	Strategy Inc	50,569	$4,179,177
5	CRM	Salesforce, Inc.	21,886	$3,428,659
6	DSGX	Descartes Systems Group Inc	38,515	$2,666,778
7	ADBE	Adobe Inc.	11,618	$2,381,922
8	ADP	Automatic Data Processing Inc	9,764	$2,186,647

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,153,434	18,860	+4.6%	Shares	Sole	2026-08-12
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	$2,299,615	3,402	-9.6%	Shares	Sole	2022-05-06
2021-12-31	$5,184,495	3,764	-2.5%	Shares	Sole	2022-02-11
2021-09-30	$5,234,666	3,861	+1.7%	Shares	Sole	2021-11-01
2021-06-30	$5,548,802	3,798	+1.3%	Shares	Sole	2021-08-12
2021-03-31	$4,148,268	3,749	+31.8%	Shares	Sole	2021-05-14
2020-12-31	$3,220,397	2,845	-5.7%	Shares	Sole	2021-02-11
2020-09-30	$3,087,323	3,018	+4.8%	Shares	Sole	2020-11-04
2020-06-30	$2,733,695	2,880	+26.6%	Shares	Sole	2020-08-06
2020-03-31	$948,515	2,275	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.