Position in SHOP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$362,864
+$39,744 QoQ
Shares Held
3,178
+16.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,123
of 1,696 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Keystone Financial Group holds $3,379,737 across 9 Software - Application names. SHOP ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
14,366 | $1,036,650 | |
| 2 | ADBE |
Adobe Inc.
|
1,942 | $398,148 | |
| 3 | PAYX |
Paychex Inc
|
4,049 | $398,138 | |
| 4 | SHOP |
Shopify Inc.
This page
|
3,178 | $362,864 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,291 | $326,730 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,346 | $261,689 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,168 | $261,573 | |
| 8 | WDAY |
Workday, Inc.
|
2,071 | $253,531 |
All Filings in SHOP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,864 | 3,178 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $323,120 | 2,724 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $363,792 | 2,260 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $268,241 | 1,805 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $202,785 | 1,758 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $237,966 | 2,238 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||