Steward Partners Investment Advisory, LLC

Position in SHOP — Shopify Inc.

CIK 1723397 STAMFORD, CT

Position in SHOP

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$5,792,807

-$2,726,369 QoQ

Shares Held

48,835

-7.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

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

Steward Partners Investment Advisory, LLC holds $191,916,535 across 92 Software - Application names. SHOP ranks #7 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	1,151,543	$82,830,487
2	CRM	Salesforce, Inc.	191,446	$35,737,224
3	ADP	Automatic Data Processing Inc	72,364	$14,702,917
4	NOW	ServiceNow, Inc.	123,561	$12,918,302
5	CDNS	Cadence Design Systems Inc	32,657	$9,074,400
6	ADBE	Adobe Inc.	28,645	$6,963,026
7	SHOP	Shopify Inc. This page	48,835	$5,792,807
8	ADSK	Autodesk, Inc.	21,902	$5,243,338

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,792,807	48,835	-7.7%	Shares	Sole	2026-05-08
2025-12-31	$8,519,176	52,924	-6.2%	Shares	Sole	2026-02-12
2025-09-30	$8,381,455	56,399	+9.4%	Shares	Sole	2025-11-12
2025-06-30	$5,948,022	51,565	+34.1%	Shares	Sole	2025-08-12
2025-03-31	$3,670,824	38,446	+3.0%	Shares	Sole	2025-05-13
2024-12-31	$3,970,574	37,342	+16.7%	Shares	Sole	2025-02-06
2024-09-30	$2,565,040	32,007	+13.3%	Shares	Sole	2024-11-14
2024-06-30	$1,865,714	28,247	+45.5%	Shares	Sole	2024-08-08
2024-03-31	$1,498,641	19,420	-46.6%	Shares	Sole	2024-05-15
2023-12-31	$2,832,755	36,364	+50.5%	Shares	Sole	2024-02-12
2023-09-30	$1,318,574	24,163	-13.2%	Shares	Sole	2023-11-13
2023-06-30	$1,799,174	27,851	+0.6%	Shares	Sole	2023-08-14
2023-03-31	$1,326,883	27,678	+3.2%	Shares	Sole	2023-05-15
2022-12-31	$931,269	26,830	+62.4%	Shares	Sole	2023-02-15
2022-09-30	$445,156	16,524	-1.0%	Shares	Sole	2022-11-10
2022-06-30	$521,239	16,685	+817.3%	Shares	Sole	2022-08-04
2022-03-31	$122,957	1,819	-55.7%	Shares	Sole	2022-05-02
2021-12-31	$565,418	4,105	-2.9%	Shares	Sole	2022-02-08
2021-09-30	$573,088	4,227	+50.3%	Shares	Sole	2021-11-12
2021-06-30	$410,827	2,812	-32.3%	Shares	Sole	2021-08-13
2021-03-31	$459,308	4,151	+88.7%	Shares	Sole	2021-05-17
2020-12-31	$249,029	2,200	+61.4%	Shares	Sole	2021-02-11
2020-09-30	$139,430	1,363	+57.2%	Shares	Sole	2020-10-30
2020-06-30	$82,295	867	-37.4%	Shares	Sole	2020-08-06
2020-03-31	$57,744	1,385	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.