Position in SHOP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,102,510
-$390,645 QoQ
Shares Held
18,414
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#584
of 1,697 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $35,888,166 across 27 Software - Application names. SHOP ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
80,648 | $5,819,559 | |
| 2 | ADP |
Automatic Data Processing Inc
|
23,031 | $5,157,792 | |
| 3 | CRM |
Salesforce, Inc.
|
29,278 | $4,586,691 | |
| 4 | YOU |
Clear Secure, Inc.
|
54,504 | $3,037,507 | |
| 5 | SNOW |
Snowflake Inc.
|
9,458 | $2,407,061 | |
| 6 | SHOP |
Shopify Inc.
This page
|
18,414 | $2,102,510 | |
| 7 | NOW |
ServiceNow, Inc.
|
20,270 | $2,012,405 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
20,093 | $1,420,776 |
All Filings in SHOP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,102,510 | 18,414 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,493,155 | 21,018 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,320,597 | 8,204 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,098,970 | 7,395 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $933,412 | 8,092 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $280,902 | 2,942 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $287,409 | 2,703 | Shares | Sole | 2026-02-03 | |
| 2022-06-30 | $754,352 | 24,147 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,244,863 | 3,321 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,998,563 | 2,903 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,971,079 | 2,929 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,794,165 | 2,597 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,063,898 | 2,769 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,975,896 | 2,629 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,650,515 | 2,591 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,611,213 | 4,858 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,012,104 | 4,826 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||