Position in SHOP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,350,607
-$399,941 QoQ
Shares Held
11,386
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026IHT Wealth Management, LLC holds $24,576,674 across 18 Software - Application names. SHOP ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
15,288 | $3,716,207 | |
| 2 | MSTR |
Strategy Inc
|
27,345 | $3,412,656 | |
| 3 | AZ |
A2z Cust2mate Solutions Corp.
|
461,958 | $3,081,259 | |
| 4 | NOW |
ServiceNow, Inc.
|
24,353 | $2,546,106 | |
| 5 | CRM |
Salesforce, Inc.
|
13,439 | $2,508,658 | |
| 6 | UBER |
Uber Technologies, Inc
|
28,361 | $2,040,006 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,705 | $1,362,321 | |
| 8 | SHOP |
Shopify Inc.
This page
|
11,386 | $1,350,607 |
All Filings in SHOP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,350,607 | 11,386 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,750,548 | 10,875 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,502,001 | 10,107 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,155,922 | 10,021 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $937,518 | 9,819 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $937,405 | 8,816 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $678,946 | 8,472 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $492,799 | 7,461 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $545,128 | 7,064 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,691,754 | 21,717 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,259,202 | 23,075 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,500,981 | 23,235 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $864,406 | 18,031 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $239,568 | 6,902 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $221,150 | 8,209 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $211,807 | 6,780 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $67,393 | 997 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $64,599 | 469 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $62,365 | 460 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $67,789 | 464 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $46,030 | 416 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $46,862 | 414 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $33,348 | 326 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $27,052 | 285 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||