Position in SHOP
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,062,421
-$361,426 QoQ
Shares Held
26,821
-7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#511
of 1,703 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHOP Over Time
Shares Held
Position Value (USD)
Derivatives in SHOP
reported options exposure · as of Mar 31, 2021CallValue
$2,000
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $32,821,117 across 18 Software - Application names. SHOP ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
29,366 | $6,576,515 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
80,448 | $4,991,798 | |
| 3 | CRM |
Salesforce, Inc.
|
24,179 | $3,787,882 | |
| 4 | NOW |
ServiceNow, Inc.
|
36,656 | $3,639,207 | |
| 5 | SHOP |
Shopify Inc.
This page
|
26,821 | $3,062,421 | |
| 6 | PAYX |
Paychex Inc
|
29,426 | $2,893,458 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,984 | $1,802,845 | |
| 8 | DDOG |
Datadog, Inc.
|
5,200 | $1,353,872 |
All Filings in SHOP
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,062,421 | 26,821 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,423,847 | 28,864 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,195,628 | 32,277 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,971,450 | 33,453 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,740,454 | 32,427 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,039,319 | 31,832 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,806,793 | 26,397 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,888,739 | 23,568 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,638,436 | 24,806 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,034,895 | 26,369 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,025,711 | 26,004 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,344,659 | 24,641 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,578,371 | 24,433 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,184,405 | 24,706 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $837,517 | 24,129 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,122,859 | 41,680 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,355,128 | 43,378 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,357,072 | 3,487 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $4,118,396 | 2,990 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,969,723 | 2,928 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $5,085,671 | 3,481 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $3,120,330 | 2,820 | Shares | Sole | 2021-05-24 | |
| 2021-03-31 | $2,000 | 100 | Call | Sole | 2021-05-24 | |
| 2020-12-31 | $2,425,768 | 2,143 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,590,718 | 1,555 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,460,818 | 1,539 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $41,693 | 100 | Call | Sole | 2020-05-11 | |
| 2020-03-31 | $663,752 | 1,592 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||