Position in SHOP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,291,261
-$60,651 QoQ
Shares Held
11,309
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#688
of 1,697 holders
Holding Since
Mar 2023
14 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, 2026Legacy Financial Advisors, Inc. holds $9,391,865 across 17 Software - Application names. SHOP ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,125 | $2,056,162 | |
| 2 | SHOP |
Shopify Inc.
This page
|
11,309 | $1,291,261 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,074 | $688,422 | |
| 4 | ADBE |
Adobe Inc.
|
3,260 | $668,365 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,422 | $665,305 | |
| 6 | ROP |
Roper Technologies Inc
|
1,743 | $589,813 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,455 | $546,090 | |
| 8 | ZM |
Zoom Communications, Inc.
|
5,623 | $485,321 |
All Filings in SHOP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,261 | 11,309 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,351,912 | 11,397 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,881,739 | 11,690 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,663,094 | 11,191 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,244,626 | 10,790 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,036,339 | 10,854 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,190,896 | 11,200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $837,543 | 10,451 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $679,522 | 10,288 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $691,751 | 8,964 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $679,054 | 8,717 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $472,303 | 8,655 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $376,036 | 5,821 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $269,758 | 5,627 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||