Cypress Wealth Services, LLC

Position in SHOP — Shopify Inc.

CIK 1721527 PALM DESERT, CA

Back to SHOP Full portfolio

Position in SHOP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,965,837

-$176,084 QoQ

Shares Held

17,217

-4.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#597

of 1,697 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)

Derivatives in SHOP

reported options exposure · as of Sep 30, 2020

CallValue

CallShares

PutValue

$1,397,377

PutShares

13,660

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $2,808,115 across 3 Software - Application names. SHOP ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	17,217	$1,965,837
2	CRM	Salesforce, Inc.	3,388	$530,764
3	ADP	Automatic Data Processing Inc	1,391	$311,514

All Filings in SHOP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,965,837	17,217	-4.7%	Shares	Sole	2026-07-13
2026-03-31	$2,141,921	18,057	-2.1%	Shares	Sole	2026-04-15
2025-12-31	$2,967,803	18,437	+7.4%	Shares	Sole	2026-01-14
2025-09-30	$2,550,742	17,164	+0.8%	Shares	Sole	2025-10-15
2025-06-30	$1,965,102	17,036	+2.2%	Shares	Sole	2025-07-28
2025-03-31	$1,590,887	16,662	+0.9%	Shares	Sole	2025-04-10
2024-12-31	$1,756,039	16,515	+3.5%	Shares	Sole	2025-01-15
2024-09-30	$1,279,034	15,960	-0.4%	Shares	Sole	2024-10-09
2024-06-30	$1,058,781	16,030	0.0%	Shares	Sole	2024-07-12
2024-03-31	$1,237,035	16,030	-7.4%	Shares	Sole	2024-04-16
2023-12-31	$1,348,215	17,307	+0.0%	Shares	Sole	2024-01-11
2023-09-30	$944,279	17,304	-10.4%	Shares	Sole	2023-10-13
2023-06-30	$1,247,038	19,304	+41.2%	Shares	Sole	2023-07-21
2023-03-31	$655,243	13,668	-1.4%	Shares	Sole	2023-04-07
2022-12-31	$481,358	13,868	+4.5%	Shares	Sole	2023-01-19
2022-09-30	$357,493	13,270	+2.3%	Shares	Sole	2022-10-14
2022-06-30	$405,182	12,970	+880.3%	Shares	Sole	2022-07-27
2022-03-31	$894,295	1,323	-1.8%	Shares	Sole	2022-04-22
2021-12-31	$1,855,344	1,347	+1.5%	Shares	Sole	2022-01-19
2021-09-30	$1,799,120	1,327	-1.1%	Shares	Sole	2021-10-13
2021-06-30	$1,960,635	1,342	-4.7%	Shares	Sole	2021-07-14
2021-03-31	$1,557,952	1,408	+1.2%	Shares	Sole	2021-04-28
2020-12-31	$1,574,542	1,391	+3.6%	Shares	Sole	2021-01-22
2020-09-30	$1,397,377	1,366	—	Put	Sole	2020-10-23
2020-06-30	$1,274,775	1,343	-3.2%	Shares	Sole	2020-07-15
2020-03-31	$578,281	1,387	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.