Position in SHOP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$762,608
-$871,619 QoQ
Shares Held
6,679
-51.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#861
of 1,697 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $5,288,455 across 7 Software - Application names. SHOP ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
31,159 | $2,248,433 | |
| 2 | NOW |
ServiceNow, Inc.
|
8,311 | $825,116 | |
| 3 | SHOP |
Shopify Inc.
This page
|
6,679 | $762,608 | |
| 4 | U |
Unity Software Inc.
|
15,391 | $439,874 | |
| 5 | INTU |
Intuit Inc.
|
1,649 | $430,389 | |
| 6 | DDOG |
Datadog, Inc.
|
1,379 | $359,036 | |
| 7 | ROP |
Roper Technologies Inc
|
659 | $222,999 |
All Filings in SHOP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,608 | 6,679 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,634,227 | 13,777 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,595,480 | 16,124 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,300,631 | 15,481 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $2,940,497 | 30,797 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,296,336 | 31,001 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,439,301 | 30,438 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,459,374 | 22,095 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||