Position in SHOP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$837,053
-$104,671 QoQ
Shares Held
7,331
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#823
of 1,697 holders
Holding Since
Mar 2020
20 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, 2026MONECO ADVISORS, LLC holds $3,895,798 across 7 Software - Application names. SHOP ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
This page
|
7,331 | $837,053 | |
| 2 | SAP |
Sap SE
|
4,945 | $762,073 | |
| 3 | CRM |
Salesforce, Inc.
|
4,164 | $652,332 | |
| 4 | UBER |
Uber Technologies, Inc
|
7,354 | $530,664 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,160 | $483,732 | |
| 6 | INTU |
Intuit Inc.
|
1,599 | $417,339 | |
| 7 | ADBE |
Adobe Inc.
|
1,037 | $212,605 |
All Filings in SHOP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,053 | 7,331 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $941,724 | 7,939 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,093,791 | 6,795 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,015,154 | 6,831 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $771,114 | 6,685 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $632,650 | 6,626 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $710,816 | 6,685 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $556,812 | 6,948 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $437,118 | 6,618 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $205,889 | 2,643 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $223,516 | 3,460 | Shares | Sole | 2024-03-13 | |
| 2022-03-31 | $234,558 | 347 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $484,841 | 352 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $542,312 | 400 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $537,640 | 368 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $407,192 | 368 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $412,029 | 364 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $372,361 | 364 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $383,476 | 404 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $321,036 | 770 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||