Stony Point Capital LLC

Position in SHOP — Shopify Inc.

CIK 1776023 NEW YORK, NY

Position in SHOP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$74,418,527

-$476,836 QoQ

Shares Held

651,765

+3.2% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

4.86%

of 13F equity value

Holder Rank

#131

of 1,697 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Stony Point Capital LLC holds $108,348,321 across 3 Software - Application names. SHOP ranks #1 (68.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc. This page	651,765	$74,418,527
2	DDOG	Datadog, Inc.	98,738	$25,707,425
3	NOW	ServiceNow, Inc.	82,820	$8,222,369

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,418,527	651,765	+3.2%	Shares	Sole	2026-08-13
2026-03-31	$74,895,363	631,389	+16.6%	Shares	Sole	2026-05-15
2025-12-31	$87,135,636	541,316	+2.5%	Shares	Sole	2026-02-17
2025-09-30	$78,447,057	527,872	+5.2%	Shares	Sole	2025-11-14
2025-06-30	$57,864,289	501,641	+219.5%	Shares	Sole	2025-08-14
2025-03-31	$14,989,691	156,993	+17.1%	Shares	Sole	2025-05-15
2023-12-31	$10,446,935	134,107	-44.6%	Shares	Sole	2024-02-14
2023-09-30	$13,208,286	242,043	+1.3%	Shares	Sole	2023-11-14
2023-06-30	$15,440,433	239,016	+4.0%	Shares	Sole	2023-08-14
2023-03-31	$11,014,742	229,761	+1657.4%	Shares	Sole	2023-05-15
2021-12-31	$18,007,996	13,074	+78.4%	Shares	Sole	2022-02-14
2021-09-30	$9,936,511	7,329	+2.9%	Shares	Sole	2021-11-15
2021-06-30	$10,400,716	7,119	-29.9%	Shares	Sole	2021-08-16
2021-03-31	$11,230,975	10,150	+49.3%	Shares	Sole	2021-05-17
2020-12-31	$7,697,260	6,800	0.0%	Shares	Sole	2021-02-16
2020-09-30	$6,956,196	6,800	0.0%	Shares	Sole	2020-11-16
2020-06-30	$6,454,560	6,800	-2.9%	Shares	Sole	2020-08-13
2020-03-31	$2,918,510	7,000	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.