Holistic Financial Partners

Position in SHOP — Shopify Inc.

CIK 1729304 INDIANAPOLIS, IN

Position in SHOP

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$366,891

-$140,647 QoQ

Shares Held

3,093

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Holistic Financial Partners holds $840,129 across 3 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	842	$316,019
2	UBER	Uber Technologies, Inc	3,653	$263,600
3	NOW	ServiceNow, Inc.	2,624	$260,510

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$366,891	3,093	-1.9%	Shares	Sole	2026-05-05
2025-12-31	$507,538	3,153	-5.0%	Shares	Sole	2026-01-07
2025-09-30	$493,385	3,320	+9.9%	Shares	Sole	2025-11-07
2025-06-30	$348,357	3,020	0.0%	Shares	Sole	2025-08-05
2025-03-31	$288,349	3,020	+1.2%	Shares	Sole	2025-05-06
2024-12-31	$317,288	2,984	-1.7%	Shares	Sole	2025-02-04
2024-09-30	$243,305	3,036	-14.4%	Shares	Sole	2024-11-07
2024-06-30	$234,279	3,547	+5.4%	Shares	Sole	2024-07-30
2024-03-31	$259,677	3,365	+8.9%	Shares	Sole	2024-05-08
2023-12-31	$240,711	3,090	-46.0%	Shares	Sole	2024-02-14
2023-09-30	$312,194	5,721	0.0%	Shares	Sole	2023-11-08
2023-06-30	$369,576	5,721	+0.5%	Shares	Sole	2023-08-09
2023-03-31	$272,970	5,694	+1029.8%	Shares	Sole	2023-05-04
2022-03-31	$340,683	504	+31.2%	Shares	Sole	2022-05-13
2021-12-31	$528,917	384	+16.4%	Shares	Sole	2022-02-11
2021-09-30	$447,407	330	+1.2%	Shares	Sole	2021-11-12
2021-06-30	$476,279	326	+16.8%	Shares	Sole	2021-08-13
2021-03-31	$308,713	279	0.0%	Shares	Sole	2021-05-11
2020-12-31	$315,814	279	-13.4%	Shares	Sole	2021-02-10
2020-09-30	$329,396	322	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.