CX Institutional

Position in SHOP — Shopify Inc.

CIK 1737089 AUBURN, IN

Position in SHOP

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$122,400

-$4,760 QoQ

Shares Held

1,072

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,430

of 1,697 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CX Institutional holds $35,694,889 across 31 Software - Application names. SHOP ranks #18 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	51,997	$10,660,424
2	CRM	Salesforce, Inc.	51,782	$8,112,168
3	UBER	Uber Technologies, Inc	99,789	$7,200,774
4	ADP	Automatic Data Processing Inc	16,743	$3,749,594
5	CDNS	Cadence Design Systems Inc	2,241	$841,092
6	NOW	ServiceNow, Inc.	8,415	$835,441
7	FICO	Fair Isaac Corp	438	$523,313
8	DDOG	Datadog, Inc.	1,880	$489,476

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$122,400	1,072	0.0%	Shares	Sole	2026-07-02
2026-03-31	$127,160	1,072	+22.2%	Shares	Sole	2026-04-06
2025-12-31	$141,170	877	-6.6%	Shares	Sole	2026-02-02
2025-09-30	$139,544	939	-24.0%	Shares	Sole	2025-10-23
2025-03-31	$117,917	1,235	+17.6%	Shares	Sole	2025-04-15
2022-06-30	$32,802	1,050	+577.4%	Shares	Sole	2022-08-02
2021-12-31	$213,495	155	0.0%	Shares	Sole	2022-01-18
2021-09-30	$210,145	155	-5.5%	Shares	Sole	2021-11-10
2021-06-30	$239,600	164	0.0%	Shares	Sole	2021-08-04
2021-03-31	$181,466	164	0.0%	Shares	Sole	2021-04-15
2020-12-31	$185,639	164	-37.9%	Shares	Sole	2021-01-12
2020-09-30	$270,064	264	+61.0%	Shares	Sole	2020-10-13
2020-06-30	$155,668	164	-37.9%	Shares	Sole	2020-08-06
2020-03-31	$110,069	264	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.