Position in SHOP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$286,249
-$51,343 QoQ
Shares Held
2,507
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,227
of 1,699 holders
Holding Since
Jun 2020
24 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, 2026HBW ADVISORY SERVICES LLC holds $11,828,411 across 8 Software - Application names. SHOP ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
23,280 | $2,311,238 | |
| 2 | CRM |
Salesforce, Inc.
|
13,799 | $2,161,751 | |
| 3 | UBER |
Uber Technologies, Inc
|
28,681 | $2,069,620 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,656 | $1,938,511 | |
| 5 | ADBE |
Adobe Inc.
|
9,374 | $1,921,857 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,860 | $698,095 | |
| 7 | INTU |
Intuit Inc.
|
1,690 | $441,090 | |
| 8 | SHOP |
Shopify Inc.
This page
|
2,507 | $286,249 |
All Filings in SHOP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,249 | 2,507 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $337,592 | 2,846 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $473,895 | 2,944 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $430,820 | 2,899 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $347,203 | 3,010 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $319,094 | 3,342 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $384,170 | 3,613 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $345,563 | 4,312 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $301,980 | 4,572 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $350,660 | 4,544 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $353,977 | 4,544 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $249,057 | 4,564 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $308,400 | 4,774 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $302,932 | 6,319 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $252,688 | 7,280 | Shares | Sole | 2023-01-05 | |
| 2022-06-30 | $222,741 | 7,130 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $461,004 | 682 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $866,378 | 629 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $854,141 | 630 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $930,644 | 637 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $689,349 | 623 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $791,233 | 699 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $656,746 | 642 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $606,538 | 639 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||