Position in SHOP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,025,232
-$366,031 QoQ
Shares Held
8,643
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Williams Jones Wealth Management, LLC. holds $327,482,525 across 9 Software - Application names. SHOP ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
282,597 | $122,189,290 | |
| 2 | ADP |
Automatic Data Processing Inc
|
539,625 | $109,641,007 | |
| 3 | UBER |
Uber Technologies, Inc
|
1,154,197 | $83,021,390 | |
| 4 | ROP |
Roper Technologies Inc
|
13,471 | $4,766,848 | |
| 5 | PAYX |
Paychex Inc
|
48,305 | $4,449,856 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,615 | $1,109,798 | |
| 7 | PDFS |
Pdf Solutions Inc
|
32,000 | $1,046,720 | |
| 8 | SHOP |
Shopify Inc.
This page
|
8,643 | $1,025,232 |
All Filings in SHOP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,025,232 | 8,643 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,391,263 | 8,643 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,310,442 | 8,818 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,017,156 | 8,818 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $841,942 | 8,818 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $937,617 | 8,818 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $706,674 | 8,818 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $318,228 | 4,818 | Shares | Sole | 2024-08-05 | |
| 2022-03-31 | $29,201 | 432 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $45,729 | 332 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $41,758 | 308 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $45,290 | 310 | Shares | Sole | 2021-08-16 | |
| 2020-06-30 | $97,767 | 1,030 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $42,193 | 1,012 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||