SWS Partners

Position in SHOP — Shopify Inc.

CIK 1731731 COLUMBUS, OH

Position in SHOP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,999,405

-$25,319 QoQ

Shares Held

17,511

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#593

of 1,697 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SWS Partners holds $12,579,234 across 3 Software - Application names. SHOP ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	28,316	$7,206,422
2	UBER	Uber Technologies, Inc	46,749	$3,373,407
3	SHOP	Shopify Inc. This page	17,511	$1,999,405

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,999,405	17,511	+2.6%	Shares	Sole	2026-08-03
2026-03-31	$2,024,724	17,069	+2.7%	Shares	Sole	2026-04-21
2025-12-31	$2,675,321	16,620	-0.7%	Shares	Sole	2026-01-16
2025-09-30	$2,486,542	16,732	+1.0%	Shares	Sole	2025-10-16
2025-06-30	$1,910,542	16,563	+3.0%	Shares	Sole	2025-07-17
2025-03-31	$1,534,650	16,073	+5.3%	Shares	Sole	2025-05-27
2024-12-31	$1,622,276	15,257	-37.7%	Shares	Sole	2025-02-06
2024-09-30	$1,961,186	24,472	-10.0%	Shares	Sole	2024-10-15
2024-06-30	$1,796,560	27,200	+1.3%	Shares	Sole	2024-07-17
2024-03-31	$2,071,319	26,841	-1.3%	Shares	Sole	2024-04-30
2023-12-31	$2,117,945	27,188	-1.6%	Shares	Sole	2024-02-13
2023-09-30	$1,507,550	27,626	+0.6%	Shares	Sole	2023-11-09
2023-06-30	$1,773,851	27,459	-16.9%	Shares	Sole	2023-08-17
2023-03-31	$1,585,040	33,063	+8.2%	Shares	Sole	2023-05-09
2022-12-31	$1,060,251	30,546	+1.7%	Shares	Sole	2023-01-30
2022-09-30	$808,846	30,024	+10.1%	Shares	Sole	2022-11-09
2022-06-30	$851,539	27,258	+815.6%	Shares	Sole	2022-07-28
2022-03-31	$2,012,332	2,977	+67.5%	Shares	Sole	2022-05-05
2021-12-31	$2,447,622	1,777	+2.3%	Shares	Sole	2022-01-25
2021-09-30	$2,354,989	1,737	+1.9%	Shares	Sole	2021-11-08
2021-06-30	$2,490,970	1,705	+78.5%	Shares	Sole	2021-08-09
2021-03-31	$1,056,707	955	+10.7%	Shares	Sole	2021-05-17
2020-12-31	$976,872	863	+11.8%	Shares	Sole	2021-03-31
2020-09-30	$789,732	772	+11.9%	Shares	Sole	2020-11-13
2020-06-30	$654,948	690	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.