Robertson Stephens Wealth Management, LLC

Position in SHOP — Shopify Inc.

CIK 1767307 San Francisco, CA

Position in SHOP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$320,274

+$6,050 QoQ

Shares Held

2,805

+5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,169

of 1,696 holders

Holding Since

Jun 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $10,124,379 across 11 Software - Application names. SHOP ranks #10 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RNG	RingCentral, Inc.	63,981	$2,493,979
2	UBER	Uber Technologies, Inc	33,732	$2,434,101
3	CRM	Salesforce, Inc.	14,817	$2,321,231
4	ADBE	Adobe Inc.	2,433	$498,813
5	ADP	Automatic Data Processing Inc	2,127	$476,341
6	DDOG	Datadog, Inc.	1,634	$425,428
7	MSTR	Strategy Inc	4,876	$423,870
8	NOW	ServiceNow, Inc.	3,595	$356,911

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,274	2,805	+5.9%	Shares	Sole	2026-07-29
2026-03-31	$314,224	2,649	+16.6%	Shares	Sole	2026-04-28
2025-12-31	$365,562	2,271	-77.3%	Shares	Sole	2026-02-02
2025-09-30	$1,485,059	9,993	-4.3%	Shares	Sole	2025-11-12
2025-06-30	$1,204,254	10,440	+0.0%	Shares	Sole	2025-07-24
2025-03-31	$996,620	10,438	-3.8%	Shares	Sole	2025-04-17
2024-12-31	$1,153,148	10,845	-5.3%	Shares	Sole	2025-01-27
2024-09-30	$917,683	11,451	-1.8%	Shares	Sole	2024-11-12
2024-06-30	$769,878	11,656	+0.3%	Shares	Sole	2024-08-13
2024-03-31	$896,638	11,619	0.0%	Shares	Sole	2024-05-15
2023-12-31	$905,120	11,619	+0.9%	Shares	Sole	2024-02-06
2023-09-30	$628,591	11,519	+38.4%	Shares	Sole	2023-11-13
2023-06-30	$537,795	8,325	-5.3%	Shares	Sole	2023-08-11
2023-03-31	$421,632	8,795	0.0%	Shares	Sole	2023-05-11
2022-12-31	$305,274	8,795	+5763.3%	Shares	Sole	2023-02-14
2021-06-30	$219,147	150	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.