Position in SHOP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,426,416
-$10,262,298 QoQ
Shares Held
38,767
-68.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#451
of 1,696 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Meridian Wealth Management, LLC holds $17,437,025 across 15 Software - Application names. SHOP ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
38,767 | $4,426,416 | |
| 2 | CRM |
Salesforce, Inc.
|
27,336 | $4,282,457 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
6,437 | $2,415,934 | |
| 4 | FIG |
Figma, Inc.
|
126,832 | $2,294,390 | |
| 5 | UBER |
Uber Technologies, Inc
|
13,147 | $948,687 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,822 | $677,288 | |
| 7 | SAP |
Sap SE
|
3,372 | $519,658 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,688 | $378,027 |
All Filings in SHOP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,426,416 | 38,767 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $14,688,714 | 123,830 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $22,065,928 | 137,081 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $18,379,341 | 123,675 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,169,247 | 122,837 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,794,644 | 123,530 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $13,434,901 | 126,351 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,278,689 | 115,781 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,161,077 | 93,279 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $6,332,880 | 81,295 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,372,748 | 80,131 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,678,784 | 72,427 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,822,639 | 79,738 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,716,994 | 78,277 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,166,460 | 80,418 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,510,540 | 80,363 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,348,195 | 7,912 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,099,008 | 8,058 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $8,911,541 | 6,573 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $9,719,899 | 6,653 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $7,321,710 | 6,617 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $7,517,279 | 6,641 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $7,195,570 | 7,034 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $6,291,297 | 6,628 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $432,773 | 1,038 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||