Zhang Financial LLC

Position in SHOP — Shopify Inc.

CIK 1776290 PORTAGE, MI

Position in SHOP

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

Position Value

$727,440

-$51,300 QoQ

Shares Held

6,371

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#879

of 1,697 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Zhang Financial LLC holds $11,406,031 across 9 Software - Application names. SHOP ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	41,051	$2,962,240
2	CRM	Salesforce, Inc.	13,425	$2,103,160
3	DDOG	Datadog, Inc.	7,977	$2,076,891
4	ADBE	Adobe Inc.	9,867	$2,022,932
5	SHOP	Shopify Inc. This page	6,371	$727,440
6	CDNS	Cadence Design Systems Inc	1,294	$485,664
7	INTU	Intuit Inc.	1,611	$420,471
8	ADP	Automatic Data Processing Inc	1,765	$395,271

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$727,440	6,371	-3.0%	Shares	Sole	2026-07-30
2026-03-31	$778,740	6,565	-6.9%	Shares	Sole	2026-05-06
2025-12-31	$1,134,516	7,048	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$1,064,939	7,166	-6.6%	Shares	Sole	2025-11-10
2025-06-30	$885,080	7,673	-14.1%	Shares	Sole	2025-08-01
2025-03-31	$852,731	8,931	+23.1%	Shares	Sole	2025-04-15
2024-12-31	$771,211	7,253	+4.0%	Shares	Sole	2025-01-16
2024-09-30	$558,655	6,971	0.0%	Shares	Sole	2024-10-15
2024-06-30	$460,434	6,971	0.0%	Shares	Sole	2024-07-19
2024-03-31	$537,952	6,971	0.0%	Shares	Sole	2024-04-24
2023-12-31	$543,040	6,971	+15.6%	Shares	Sole	2024-01-31
2023-09-30	$329,166	6,032	-3.1%	Shares	Sole	2023-10-11
2023-06-30	$401,941	6,222	+4.4%	Shares	Sole	2023-07-18
2023-03-31	$285,770	5,961	+1046.3%	Shares	Sole	2023-05-11
2022-03-31	$351,499	520	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.