Position in SHOP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$788,070
+$4,704 QoQ
Shares Held
6,902
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#850
of 1,697 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $17,367,570 across 15 Software - Application names. SHOP ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
27,637 | $7,033,616 | |
| 2 | CRM |
Salesforce, Inc.
|
15,692 | $2,458,308 | |
| 3 | NOW |
ServiceNow, Inc.
|
22,240 | $2,207,987 | |
| 4 | FSLY |
Fastly, Inc.
|
84,718 | $1,555,422 | |
| 5 | SHOP |
Shopify Inc.
This page
|
6,902 | $788,070 | |
| 6 | UBER |
Uber Technologies, Inc
|
8,639 | $623,390 | |
| 7 | NICE |
NICE Ltd.
|
4,813 | $437,261 | |
| 8 | MSTR |
Strategy Inc
|
4,849 | $421,523 |
All Filings in SHOP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,070 | 6,902 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $783,366 | 6,604 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $955,517 | 5,936 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $902,657 | 6,074 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $645,037 | 5,592 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $539,080 | 5,646 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $617,351 | 5,806 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $468,498 | 5,846 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $378,202 | 5,726 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||