Position in SHOP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$209,063
-$19,517 QoQ
Shares Held
1,831
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,374
of 1,697 holders
Holding Since
Mar 2020
22 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, 2026Cornerstone Wealth Group, LLC holds $17,804,961 across 15 Software - Application names. SHOP ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
31,756 | $7,111,756 | |
| 2 | UBER |
Uber Technologies, Inc
|
52,588 | $3,794,750 | |
| 3 | NOW |
ServiceNow, Inc.
|
30,887 | $3,066,461 | |
| 4 | CRM |
Salesforce, Inc.
|
4,515 | $707,319 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,376 | $516,440 | |
| 6 | DDOG |
Datadog, Inc.
|
1,461 | $380,385 | |
| 7 | INTU |
Intuit Inc.
|
1,303 | $340,083 | |
| 8 | PAYX |
Paychex Inc
|
2,843 | $279,552 |
All Filings in SHOP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,063 | 1,831 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $228,580 | 1,927 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $298,277 | 1,853 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $322,186 | 2,168 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $405,570 | 3,516 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $389,653 | 4,081 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $438,079 | 4,120 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $328,413 | 4,098 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $248,480 | 3,762 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $294,172 | 3,812 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $316,429 | 4,062 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $221,663 | 4,062 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $262,405 | 4,062 | Shares | Sole | 2023-08-02 | |
| 2022-03-31 | $373,129 | 552 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $750,677 | 545 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $729,409 | 538 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $786,007 | 538 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $595,297 | 538 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $602,197 | 532 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $544,220 | 532 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $504,974 | 532 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $210,132 | 504 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||