Crewe Advisors LLC

Position in SHOP — Shopify Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in SHOP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$978,636

-$42,207 QoQ

Shares Held

8,571

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#208

of 641 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Crewe Advisors LLC holds $2,295,135 across 36 Software - Application names. SHOP ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	8,571	$978,636
2	CRM	Salesforce, Inc.	1,274	$199,584
3	UBER	Uber Technologies, Inc	2,479	$178,884
4	ADSK	Autodesk, Inc.	659	$128,122
5	PERF	Perfect Corp.	65,740	$109,128
6	NRDY	Nerdy Inc.	102,108	$93,530
7	ADBE	Adobe Inc.	389	$79,752
8	TRAK	ReposiTrak, Inc.	8,000	$72,000

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$978,636	8,571	-0.4%	Shares	Sole	2026-07-24
2026-03-31	$1,020,843	8,606	-0.5%	Shares	Sole	2026-05-07
2025-12-31	$1,392,551	8,651	+0.5%	Shares	Sole	2026-01-16
2025-09-30	$1,278,937	8,606	-14.9%	Shares	Sole	2025-11-13
2024-06-30	$667,963	10,113	+7.0%	Shares	Sole	2024-07-29
2024-03-31	$729,179	9,449	+774.1%	Shares	Sole	2024-05-14
2023-09-30	$58,990	1,081	+4.8%	Shares	Sole	2023-11-09
2023-06-30	$66,602	1,031	-29.4%	Shares	Sole	2023-07-28
2023-03-31	$70,040	1,461	-9.4%	Shares	Sole	2023-05-12
2022-12-31	$55,952	1,612	+8.1%	Shares	Sole	2023-02-08
2022-09-30	$40,167	1,491	+11.3%	Shares	Sole	2022-11-14
2022-06-30	$41,861	1,340	+1372.5%	Shares	Sole	2022-08-02
2022-03-31	$61,512	91	0.0%	Shares	Sole	2022-04-27
2021-12-31	$125,342	91	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.