Position in SHOP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$228,930
+$2,959 QoQ
Shares Held
2,005
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,330
of 1,697 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CRA Financial Services, LLC holds $973,765 across 2 Software - Application names. SHOP ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
10,322 | $744,835 | |
| 2 | SHOP |
Shopify Inc.
This page
|
2,005 | $228,930 |
All Filings in SHOP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,930 | 2,005 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $225,971 | 1,905 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $294,253 | 1,828 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $301,381 | 2,028 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $215,243 | 1,866 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $278,584 | 2,620 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $217,980 | 2,720 | Shares | Sole | 2024-10-10 | |
| 2024-03-31 | $231,201 | 2,996 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $236,037 | 3,030 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||