Position in SHOP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,423,847
-$1,771,781 QoQ
Shares Held
28,864
-10.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
$11,065
CallShares
100
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 Mar 31, 2026Kingsview Wealth Management, LLC holds $48,211,568 across 18 Software - Application names. SHOP ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
60,281 | $11,252,653 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
95,065 | $6,423,541 | |
| 3 | ADP |
Automatic Data Processing Inc
|
29,677 | $6,029,772 | |
| 4 | YOU |
Clear Secure, Inc.
|
103,598 | $5,015,178 | |
| 5 | IDCC |
InterDigital, Inc.
|
13,728 | $4,145,856 | |
| 6 | SHOP |
Shopify Inc.
This page
|
28,864 | $3,423,847 | |
| 7 | PAYX |
Paychex Inc
|
29,945 | $2,758,533 | |
| 8 | NOW |
ServiceNow, Inc.
|
22,005 | $2,300,622 |
All Filings in SHOP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $235,707 | 3,487 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $411,839 | 2,990 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $396,972 | 2,928 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $508,567 | 3,481 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $312,033 | 2,820 | Shares | Sole | 2021-05-24 | |
| 2021-03-31 | $11,065 | 100 | Call | Sole | 2021-05-24 | |
| 2020-12-31 | $242,576 | 2,143 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $159,071 | 1,555 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $146,081 | 1,539 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,169 | 100 | Call | Sole | 2020-05-11 | |
| 2020-03-31 | $66,375 | 1,592 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||