Advisory Resource Group

Position in SHOP — Shopify Inc.

CIK 1764968 Tulsa, OK

Position in SHOP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,326,657

+$191,345 QoQ

Shares Held

11,619

+21.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#681

of 1,697 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisory Resource Group holds $11,185,297 across 4 Software - Application names. SHOP ranks #4 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	38,692	$6,061,488
2	CDNS	Cadence Design Systems Inc	5,657	$2,123,185
3	UBER	Uber Technologies, Inc	23,198	$1,673,967
4	SHOP	Shopify Inc. This page	11,619	$1,326,657

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,326,657	11,619	+21.4%	Shares	Sole	2026-07-14
2026-03-31	$1,135,312	9,571	+7.1%	Shares	Sole	2026-05-15
2025-12-31	$1,439,071	8,940	-0.9%	Shares	Sole	2026-02-12
2025-09-30	$1,340,610	9,021	-17.4%	Shares	Sole	2025-10-22
2025-06-30	$1,259,852	10,922	+4.8%	Shares	Sole	2025-08-08
2025-03-31	$994,901	10,420	+5.2%	Shares	Sole	2025-04-21
2024-12-31	$1,053,517	9,908	-0.1%	Shares	Sole	2025-01-28
2024-03-31	$764,986	9,913	-4.6%	Shares	Sole	2024-05-17
2023-12-31	$809,303	10,389	-10.4%	Shares	Sole	2024-01-11
2023-09-30	$632,520	11,591	+10.2%	Shares	Sole	2023-12-05
2023-06-30	$679,398	10,517	-22.1%	Shares	Sole	2023-07-11
2023-03-31	$647,429	13,505	+19.4%	Shares	Sole	2023-05-15
2022-06-30	$353,324	11,310	+1785.0%	Shares	Sole	2022-07-21
2022-03-31	$405,576	600	+64.8%	Shares	Sole	2022-04-06
2021-12-31	$501,369	364	+32.4%	Shares	Sole	2022-02-08
2021-09-30	$372,839	275	+4.6%	Shares	Sole	2021-10-26
2021-06-30	$384,237	263	+13.9%	Shares	Sole	2021-08-19
2021-03-31	$255,601	231	+11.6%	Shares	Sole	2021-05-24
2020-12-31	$234,313	207	+1.0%	Shares	Sole	2021-02-23
2020-09-30	$209,708	205	-8.5%	Shares	Sole	2020-12-09
2020-06-30	$212,620	224	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.